Callie values taking each day as a new opportunity to put a smile on someone’s face. In her role as Private Client Specialist, she provides efficient client service and account processing while supporting the advisors in our Greenville office. Callie is a proud...
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...
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...
