Mr Josh Ballen

KANDO id: 37136

Bio

Josh Ballen joined Updata Partners in 2009. He is primarily responsible for identifying and analyzing investment opportunities for Updata Partners. He also assists with the monitoring of portfolio companies and deal execution. Prior to joining Updata, Josh founded a specialty finance venture, SigmaPoints, that offers alternative credit options to individuals. Before this, he worked as an Associate in the Growth Equity division at Kayne Anderson Private Investors, where he was responsible for deal sourcing, due diligence, and portfolio company M&A activity. Josh also has experience in the areas of wealth management and real estate investment sales. Josh earned a BS in finance and management magna cum laude from the AB Freeman School of Business at Tulane University.

Education


The Tulane University of Louisiana

BS (magna cum laude)