Kalisse joined the Greenville office in 2019 as a Private Client Administrator before transitioning to a marketing capacity in 2022. She manages the firm’s day-to-day marketing needs, including updating social media, maintaining the firm’s website, and coordinating...
Born and raised in Greenwood, SC, Justin has had an interesting journey to becoming an Investment Associate at Greenwood Capital. While earning a B.S. in biology from Erskine College, and an M.S. in molecular and human genetics with an emphasis in bioinformatics from...
In his role as a Private Client Advisor, William provides personalized client service to high-net-worth individuals, corporations, endowments, and foundations. He works one-on-one with his clients on financial and estate planning, asset allocation, and assisting his...
As President of Greenwood Capital, Walter provides leadership for overall business strategy; and as Chief Investment Officer, he oversees consistent implementation of the Firm’s investment philosophy. Walter is also a Principal of the Firm. Personally, he enjoys...
Melissa’s top priority is to serve her clients proactively, such that they call her when faced with opportunities and financial decisions. In her role as a Senior Private Client Advisor, Melissa provides personal attention and service to high-net-worth individuals,...
