Kalisse L. Evert Promoted to Marketing Manager
Greenwood Capital Establishes New Position to Support Ongoing Growth
GREENVILLE S.C. – Greenwood Capital is pleased to announce the promotion of Kalisse L. Evert to the dedicated position of Marketing Manager. This role will actively impact the overall brand positioning of Greenwood Capital within the Upstate SC community through designing and implementing marketing and sales initiatives, to include firm events, digital presence, and prospect/client communication. Serving in a marketing capacity since August 2022, Evert has led efforts to transition the firm’s customer relationship management system to streamline daily workflow and increase overall social media engagement.
“Kalisse has had a tremendous impact on our local and social media market presence since moving to a marketing position,” said Walter Todd, President & CIO. “We are fortunate to have her skill set on our team to benefit from the quality of materials she produces for the firm.”
In the time Evert has been dedicated to the marketing function she has increased combined social media engagement by more than 77% through the firm’s organic campaigns. Further, she has launched several campaigns specific to prospect and client financial and life planning journeys, such as Woman & Money, Generational Wealth Planning, and more, which are featured on the firm’s Insights Page.
“Kalisse continuing to expand this role has been a boon to the firm’s growth initiatives and ongoing client service,” said Brian L. Disher, Director of Wealth Management. “We are able to share important macroeconomic and legislative issues in a timely manner. Keeping our clients informed is a critical component in our client service relationships.”
In addition to managing the firm’s day-to-day marketing needs, updating social media, maintaining the firm’s website and coordinating events, Kalisse is passionate about community involvement. Currently, Evert is leading the firm’s 40th anniversary, “40 Hours of Giving” campaign through June 2024.
“I love how Greenwood Capital prioritizes giving back to our community! In addition to local sponsorships and donations, we are pledging forty hours of volunteering to celebrate our anniversary,” Evert says, “I am organizing new opportunities for our team to show up and help out the organizations that are doing good here in South Carolina.”
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.