Biography

Joshua Seedman

Joshua Seedman is Balentine’s Managing Director and Head of Business Advisory and Strategy. He has more than 20 years of global leadership and general management experience with proficiency leading enterprise transformations and turnarounds for Fortune 500, private equity, and non-profit organizations. Prior to Balentine, Joshua was the founder and chairman of Performance Neuroeconomics Ideation (PNI), a management consulting firm which specializes in leading global transformations and turnarounds. His background also includes executive roles within Fortune 500 and private equity companies, top-tier consulting experience at McKinsey & Company, over 15 years of significant global P&L ownership, and experience as a corporate M&A lawyer.

In addition, Joshua has held many interim executive roles at large global enterprises, where he has led full-scale growth turnarounds, including holding CEO, COO, and chief transformation officer roles. He has published over 100 white papers and is credited with creating more than 50 transformation trademarks. Joshua has a published book, Leadership Redefined, which discusses 30 best leadership practices for guiding an enterprise through disruption and transformation. Joshua skipped high school and entered college as a young teenager, graduating as the youngest valedictorian in school history. He received his MBA from the Kellogg School of Management and his J.D., cum laude, from Northwestern University. In his spare time, Joshua enjoys playing and composing classical crossover piano music; he is credited with producing six globally distributed CDs of original compositions.

Education

  • BA with honors, Indiana University Bloomington
  • MS, Indiana University Bloomington
  • JD, Northwestern University Pritzker School of Law, cum laude
  • MBA, Northwestern University Kellogg School of Management, cum laude

Professional Experience

  • PNI Consulting, Managing Partner
  • McKinsey & Company, Management Consultant
  • Davis Polk & Wardwell, Corporate Lawyer

Q&A

Why did you choose to come to work at Balentine?

I chose to work at Balentine because of the people. When assessing an organization, I look for three traits, specifically: values-based leadership, empowered collaboration, and cutting-edge innovation. Regarding values-based leadership, I believe distinctive enterprises must show their employees how to take the harder right than the easier wrong by leading through example, genuine humility, and servant leadership. Second, I believe world-class organizations lead not by creating followers but rather by creating other leaders who collaborate around the mission that “together we can accomplish anything as long as we don’t care who gets the credit.” Finally, we’re in a world where innovation and a disdain for the status quo is an absolute must for predicting rather than reacting, innovating rather than replicating, and disrupting versus being disrupted upon. Balentine exhibits each of these three key assets in a distinctive fashion.

What do you think makes Balentine different from other wealth management organizations?

Balentine’s culture separates it from other wealth management organizations. Many companies have a written culture, but most would be hard pressed to tell you what that culture is, let alone say their organization lives and practices it. So often, mission statements are simply collecting dust in employees’ offices with little idea as to what those words actually mean. This is not the case at Balentine. Indeed, the Firm understands that numbers do not drive a business—people do. I’ve long believed that in order to create loyal, engaged customers, enterprises must first create loyal, engaged employees. Balentine embraces this notion by maintaining a culture that is lived and owned from the bottom-up. In turn, employees are inspired to create “wow” experiences for clients because Balentine first created “wow” moments for its employees. Simply, the Firm prioritizes its people over profits via motivating action and growth through a purpose-driven culture and people-first approach.

What inspires you to come to work each day?

I’m inspired with the sentiment of how to leave clients better for both the short and long term. We’re on the precipice of a generational change in the way services and products are delivered. As such, in this ever-evolving landscape, I’m driven by the need to 1) help clients unlock significant, untapped growth, 2) build innovative, differentiated solutions, and 3) create world-class enterprises by focusing on winning business outcomes rather than mere advice. Simply, I’m inspired by the mindset of exceeding customer expectations through results first via driving a transformative, systemic shift from the inside out for my clients’ businesses, families, and lives as a whole.

What do you like to do in your down time away from work?

When not working I enjoy playing the piano and composing classical crossover music, working out, and playing tennis.

Contact Us

Looking for guidance managing your wealth? Balentine is committed to providing the education and advice our clients need to realize their goals.

  • This field is for validation purposes and should be left unchanged.