Dedicated to Exceeding Your Expectation.
Melissa D. Bane, CPA, CFP®, PFS®, ChFC
Senior Private Client Advisor
Justin R. Bartanus
Investment Associate
John E. Beale, Jr.
Compliance Manager
Claud W. (Will) Bond, IV
Senior Trading Manager
Callie Bradshaw
Associate Advisor
Colin J. Burns
Associate Advisor
John W. Cooper, CFP®
Senior Private Client Advisor
William M. Coxe, Jr., CRPC™
Private Client Advisor
John R. Decker, CFA®
Director of Equity
Investment Committee
Germein De Sario
Private Client Administrator
Brian L. Disher, CFP®
Director of Wealth Management
Kalisse L. Evert
Marketing Manager
Denise H. Lollis, CPFA®
Chief Operating Officer
Chief Compliance Officer
Garrett Minton, CRPC™
Associate Advisor
John B. Proctor, Jr.
Advisor Portfolio Specialist
Dr. Mark K. Pyles, CFA®
Director of Multi-Asset Strategies
K. Diane Smith
Private Client Administrator
Ethan M. Sperry
Operations and Trading Associate
Anne Thompson, CRPC™
Private Client Advisor
Walter B. Todd, III
President, Chief Investment Officer
Investment Committee
John D. Wiseman
Director of Fixed Income
Investment Committee
Teamwork
The average industry experience of our team is 18 years, including an average tenure of over 12 years at Greenwood Capital. You won’t work with one person but with a team of investment managers, wealth advisors, and operations personnel. Our team approach provides depth and consistency to ensure continuity of service.
We have three teams working harmoniously to serve you. Our disciplined process ensures a holistic wealth approach to your financial picture, consistent monitoring, and regular communication with you.
Wealth Management
Our wealth team is more than financial planning. Our admins are also part of it and work to provide service for distributions, contributions, and day-to-day account servicing.
Investment
The Greenwood Capital investment team analyzes and selects the investments in your portfolio and monitors and adjusts as necessary to meet your objectives.
Operations
The operations and compliance team supports you with investment strategy, portfolio trading, reconciliation, reporting, and compliance.
How Our Team is Different
Purposefully Lean
We are purposefully a lean organization with a limited need for an extensive research and investment group. This is because we are highly focused on investing in concentrated portfolios among primary asset classes while utilizing strategic research partners and technology.
Market Understanding
Our comprehensive market understanding provides a distinct advantage, as we have faced and navigated volatile market conditions over the past 40 years. This has enabled us to offer informed guidance as you strive to achieve your long-term goals.
Advanced Designations
Our team’s advanced designations (CFA, CFP®, CPA) offer you access to a unique blend of specialized and collaborative expertise. The industry-recognized certifications on our team include Charted Financial Analysts, Certified Public Accountants, and Certified Financial Planners™.
