John Cooper Named Senior Private Client Advisor

GREENVILLE S.C. – Greenwood Capital is pleased to announce John Cooper’s promotion to Senior Private Client Advisor. Cooper initially joined the Greenwood office in 2016. This new title reflects Cooper’s continued leadership in the firm and dedication to its clients.

“John Cooper has been a valuable asset to Greenwood Capital and our clients over the last seven years,” said Brian Disher, Director of Wealth Management. “He has demonstrated an unwavering commitment to client service as well as the Greenwood community.  We are all so pleased with John’s continued growth within the firm and look forward to many more years together.”

In his role, Cooper works one-on-one with individuals, families, and business owners to develop comprehensive financial plans. He provides a 360-degree view of his clients’ life, investment, tax, insurance, and estate planning goals. With this plan as a guide, he manages client accounts with custom asset allocation plans using Greenwood Capital’s proprietary investment strategies. He also advises local non-profit organizations in managing their investments.

As a Greenwood native, Cooper is passionate about giving back to his community, and spearheads Greenwood Capital’s support of United Way. His leadership and dedication helped Greenwood Capital, along with Countybank and The Countybank Foundation, to donate over $78,000 to local charities last year.

“Greenwood Capital is fortunate to be represented by John. He is committed to doing what is right for our clients and excels in providing holistic financial planning,” said Walter B. Todd, III, President and Chief Investment Officer.  “I am personally very proud to have him amongst our team of talented investment professionals.”

Cooper earned his B.S. with an emphasis in economics and finance from the University of South Carolina and is a CERTIFIED FINANCIAL PLANNER™. Cooper is Chair of the United Way of the Lakelands Board of Directors and on the Board of Directors of the S.C. Financial Planning Association (FPA) and the Self Regional Healthcare Foundation. He served as the 2018 President of the S.C. FPA. He is also the coach and coordinator of the Greenwood School District Fishing Team.

About Greenwood Capital: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in investment advisory and management services, offering a variety of services for the individual as well as institutional clientele. Greenwood Capital is recognized as one of the largest independent investment firms in the Southeast, managing $1.5 billion in assets nationwide. Prior to 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.

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.

Related Posts

Is Confidence Key? Walter Todd on BBC Radio
Is Confidence Key?
Walter Todd on BBC Radio

Is confidence key? Or is the Fed's outlook overly optimistic? Walter was featured on BBC Business Matters to discuss the latest headlines, including the Federal Reserve's meeting yesterday. He shared his reservations on Powell's projected optimism and highlighted the...

Is Overwatch an Overreach? Walter Todd on BBC Radio
Is Overwatch an Overreach?
Walter Todd on BBC Radio

Is Overwatch an Overreach? Walter was featured on BBC Business Matters to discuss the latest headlines, including British microchip company Arm's plans to trade on the Nasdaq next month. He also covered Microsoft's offer to Ubisoft in order to buy Activision Blizzard,...

Can the Economy Hold?Walter Todd on FOX Business
Can the Economy Hold?
Walter Todd on FOX Business

Walter on "Mornings with Maria" The economy has been resilient this year, but is that about to change? Walter Todd chatted with Maria Bartiromo on Fox Business yesterday, where he discussed whether we have felt the full impact of the 11 rate hikes and where investors...