In his role as an Associate Advisor, Colin supports senior advisors and nurtures client relationships as part of the team’s holistic approach to wealth management. Colin is passionate about helping people attack the challenges in their financial journey in order to...
In her role as Private Client Administrator, Germein provides account servicing and day-to-day support for both clients and advisors. She focuses on understanding individual needs to deliver a personalized and seamless client experience. Germein joined Greenwood...
Mark first joined Greenwood Capital as an external consultant and member of the Investment Committee in 2022, where he focused on market strategy and economic analysis. In 2023, he transitioned to his full-time position as Director of Multi-Asset Strategies. Mark...
Callie values taking each day as a new opportunity to put a smile on someone’s face. In her role as Private Client Specialist, she provides efficient client service and account processing while supporting the advisors in our Greenville office. Callie is a proud...
John Proctor joined Greenwood Capital with a role created especially for his talents. As Client Portfolio Advisor, John enhances our client support by deepening the critical connection between client-facing advisors and our established trading and operations team. He...
