Germein De Sario Joins Greenwood Capital Team

Germein De Sario Joins Greenwood Capital Team

Greenville Office Hires New Private Client Administrator

GREENVILLE S.C. – Greenwood Capital is pleased to announce the addition of Germein De Sario to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office, located at 201 W. McBee Ave. In this role, De Sario is dedicated to assisting both clients and advisors in their day-to-day account servicing needs and supporting Greenwood Capital’s overarching goal to guide clients through their financial life planning.

“We are delighted to have Germein join our team,” said Brian L. Disher, Director of Wealth Management. “Her operational background and diverse experiences will provide a huge benefit to our clients.”

De Sario joins the firm with over twelve years of experience in business operations and logistics. In her previous roles, she specialized in project management and cross-functional collaboration to launch new products and designs. She is passionate about giving back and has used her organizational expertise to direct efforts to send supplies to underprivileged communities abroad.

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“My approach to work has always focused on understanding an individual’s needs and priorities,” said De Sario, “At Greenwood Capital, I’m committed to delivering a personalized and seamless experience to our clients.”

De Sario’s addition to the team is a testament to Greenwood Capital’s continued growth as the firm expands services across the Upstate. According to Walter B. Todd, President and CIO, “Over the past forty years, we have been working with both clients and their families. Through this generational approach, we now serve clients in over 20 states. We are excited to add Germein to our client services team, as we continue to provide personalized service to our clients and communities.”

Originally from Caracas, Venezuela, De Sario earned her B.S. in Food and Resource Economics from the University of Florida, and her MBA with a concentration in finance from Nova Southeastern University in Fort Lauderdale, Florida.

About Greenwood Capital: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in institutional asset management and wealth management. With specialized teams for Wealth and Investment services, Greenwood Capital offers a variety of services for the individual as well as institutional clientele. Using a top-down approach and direct experience in managing proprietary investment strategies, Greenwood Capital has been recognized as one of the largest independent investment firms in the Southeast, managing more than $1.4 billion in assets nationwide.

Greenwood Capital is an SEC registered investment advisory firm. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on solely for tax, legal or accounting advice.

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