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Our Team

A Team 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 Administrator

Claud W. (Will) Bond, IV

Senior Trading Manager

John W. Cooper, CFP®

Private Client Advisor
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William M. Coxe Jr.

Private Client Advisor

John R. Decker, CFA®

Director of Equity
Investment Committee

Brian L. Disher, CFP®

Director of Wealth Management

Kalisse Evert

Private Client Administrator

David A. Halloran, CFA®

ETF Portfolio Strategist
Investment Committee

Denise H. Lollis, CPFA®

Chief Operating Officer
Chief Compliance Officer

Lessa E. O’Dell

Portfolio Operations Manager
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Quintin A. Pile, CFP®

Private Client Advisor
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John Proctor

Client Portfolio Advisor

Ethan M. Sperry

Operations and Trading Associate

K. Diane Symmes

Private Client Administrator

Walter B. Todd, III

President, Chief Investment Officer
Investment Committee

John D. Wiseman

Director of Fixed Income
Investment Committee

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© 2022 Greenwood Capital. All Rights Reserved

Greenwood Capital Associates, LLC is an SEC registered investment advisory firm.

* Prior to 2001, Greenwood Capital Associates and the term "Firm" refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.

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