November 20, 2024
Greenwood Capital Promotes Callie M. Bradshaw and John B. Proctor, Jr.
GREENVILLE S.C. – Greenwood Capital is pleased to announce the promotion of Callie Bradshaw to Associate Advisor and John B. Proctor, Jr. to Advisor Portfolio Specialist. These promotions underscore Greenwood Capital’s ongoing commitment to meeting client’s needs by investing in people who embody the firm’s personalized approach and dedication to growth.
Bradshaw originally joined the firm in 2022 as a Private Client Specialist, and her consistent dedication to client success and attention to detail allowed the firm to expand services for clients across the Upstate. In her first year, Bradshaw successfully passed her Series 65 exam and became licensed as a Registered Investment Advisor.
She continues to demonstrate a deep understanding of the importance of financial planning and is currently working toward her CERTIFIED FINANCIAL PLANNER™ designation. In her new role as Associate Advisor, Callie will work closely with senior advisors, contributing to personalized strategies that help clients achieve their financial goals.
“Callie has shown an exceptional ability to connect with clients and provide tailored solutions that make a difference,” said Brian L. Disher, Director of Wealth Management. “She is committed to learning and I’m confident she will continue to excel in her new role as Associate Advisor.”
Callie M. Bradshaw, Associate Advisor
John B. Proctor, Jr., Advisor Portfolio Specialist
Proctor was hired in 2021 as a Client Portfolio Specialist and quickly became a trusted expert in portfolio management and a key resource for our Greenville team. He demonstrated sharp analytical skills and a client-first approach that allowed him to flag potential issues and collaborate with the advisory team to solve problems before they occurred.
Proctor’s new role as Advisor Portfolio Specialist enables him to focus on optimizing individual investment strategies and allows Greenwood Capital to continue to provide innovative and customized portfolio solutions.
“John’s can-do attitude and innovative approach to portfolio management have been invaluable to our team,” said Will Bond, Senior Trading Manager. “This promotion reflects his hard work and dedication, and I’m excited to see how his expertise will continue to benefit our clients.”
Over the past forty years, Greenwood Capital has expanded its team and offerings to better serve individuals, families, and organizations across South Carolina and the US. These promotions mark another milestone in the firm’s mission to nurture professional growth while providing the highest level of service and expertise to clients.
“These promotions are a testament to the caliber of talent of our team,” said Walter Todd, President & CIO. “Callie and John have exemplified Greenwood Capital’s client-focused approach through their hard work, commitment, and unwavering focus on client success. We are thrilled to see them step into these roles as we continue to grow.”
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 $1.7 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.
