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,...
Like many of our clients, Lessa has the personal goal to one day retire. As she works towards that day, she enjoys being a part of the team that assists clients in accomplishing their dreams. Lessa joined the Firm in 1996 as a member of the Operations Team. Today,...
Born in Greenwood, SC, John is steeped in the Carolina tradition of helping one’s neighbor. As a Senior Private Client Advisor, he enjoys exercising his neighborly skills by listening to clients about their hopes, dreams, and aspirations to help them create a plan to...
John joined Greenwood Capital in 2015 as Compliance Administrator, where he is an integral member of the Compliance Management Committee. In his capacity to administer the day-to-day requirements of Greenwood Capital’s compliance program, John values auditing the...
Ethan joined the team in 2014 to support the trading and operations team, executing broker-directed trades, allocating fixed income trades, performing post trade confirmation and supporting operations portfolio reconciliation. He joined Greenwood Capital from...
