A native of the Upstate, Garrett’s mission is to help individuals and families navigate the ever-changing road to achieving their financial goals. By gaining a deeper understanding of what matters most to you, he develops a personalized strategy to help you...
Anne is passionate about understanding her clients’ particular needs and helping those clients build financial plans that are clear, relevant, and actionable. In her role as a Private Client Advisor, she provides personalized service to individuals and families...
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...
