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John Proctor

Client Portfolio Advisor

“The four most dangerous words in investing are: ‘This time it’s different.” — Sir John Templeton, legendary investor, banker, fund manager, and philanthropist

 

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 comes to us with nearly five years of experience in the investment industry, including positions at AIG, Northwestern Mutual, and Fisher Investments. This background in both the broker-dealer and investment advisory industries perfectly positions him for the Client Portfolio Advisor role.

 

John earned his undergraduate degree at West Virginia University in finance where he achieved the Congressional Leadership Award.

 

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