Kara Nalbone Joins Greenwood Capital Team
Greenville Office Hires New Private Client Administrator
GREENVILLE S.C. – Greenwood Capital is pleased to announce the addition of Kara Nalbone 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, Nalbone 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.
“Kara has already been an amazing addition to the team,” said Brian L. Disher, Director of Wealth Management. “She brings a proactive mindset and relational approach to her work that has already been helping our clients.”
Nalbone is a native of central New York and earned her B.A. in Political Science from Houghton University. She joins the firm after over twenty years of working in the non-profit world, serving at-risk youth and their families in rural western New York.
She moved to Greenville in 2018 and transitioned into an administrative role in the financial services industry. Her strong background in administrative support and her keen attention to detail make her a valuable asset to the Greenwood Capital team. Nalbone especially values building genuine, long-lasting relationships and is looking forward to connecting with the firm’s clients.
“I am excited to join an energetic team that is collaborative, caring, and client-focused,” said Nalbone, “During my interview, an associate told me I would never be alone, and that really resonated with me.”
Nalbone’s addition to the team is a testament to Greenwood Capital’s continued commitment to personalized service over the last four decades. According to Walter B. Todd, President and CIO, “Having dedicated and detail-oriented team members like Kara directly improves the experience for our clients. Her diligence will help ensure that every client interaction is seamless and personalized, which remains a top priority at Greenwood Capital.”
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 $1.6 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.
