For Brandon, it is important to leave no stone unturned when it comes to finding solutions for clients. Since every financial journey is unique, he focuses on developing personalized strategies to help individuals and families achieve their financial goals. As an...
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...
Kara values building genuine, long-lasting relationships. As a Private Client Administrator, she provides day-to-day service to clients and support to the Private Client Team. She especially enjoys administrative processes and finding ways to make them more efficient....
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...
