Fostering an environment where all feel valued and encouraged to contribute is important to Denise. With oversight for compliance and operations, Denise strives to work daily with the team to accomplish the strategic allocation of resources aligned with client...
Diane works to make a difference each day. As a Private Client Administrator, she provides service day-to-day to all clients, and support to the Private Client Team. She especially enjoys the fact that every day is different since every client and co-worker she...
In his role as ETF Portfolio Strategist and Consultant, Dave manages a suite of Global ETF (Exchange Traded Fund) Strategies, reviews and recommends global assets allocation, and is a member of Investment Committee. Dave has more than three decades of investment...
Will joined Greenwood Capital in 2002 and oversees the trading operations functions, assuring that trading is executed accurately and efficiently across all platforms with integration across core systems. Working closely with portfolio managers, he serves as the...
As the Director of Wealth Management, Brian’s role is all about relationships to ensure that every option is in place to help clients achieve their goals. He works closely with the team of private client advisors to consistently define and demonstrate personalized...
