Greenwood Capital Establishes New Position – Names Evert in New Role

 

Kalisse L. Evert Named Marketing & Events Specialist

Greenwood Capital Establishes New Position to Support Ongoing Growth

GREENVILLE, S.C. – Greenwood Capital has named Kalisse L. Evert in the newly established Marketing & Events Specialist position. This role will actively impact the overall brand positioning of Greenwood Capital within the Upstate SC community through designing and implementing marketing and sales initiatives, to include firm events, digital presence, and prospect/client communication.

“Since joining the team in 2019, Kalisse has demonstrated a marketing state-of-mind.” said Walter Todd, President & CIO. “We are pleased to be at a point in our growth to dedicate a member of our team to marketing and leverage Kalisse’s talents. Her new role is critical for our ongoing growth and effectively communicating within the communities we serve.”

Kalisse joined Greenwood Capital in 2019 as a Private Client Administrator where she provided direct support to the firm’s financial planning and wealth management team. Throughout her tenure, Kalisse expanded the firm’s event, prospect, and client engagement.

“Enhancing our team to include this position and transitioning Kalisse into this role was a natural evolution,” said Brian L. Disher, Director of Wealth Management. “In just a few months she has already had a positive impact in her new role.”

In addition to managing the firm’s day-to-day marketing needs, updating social media, maintaining the firm’s website and coordinating events, Kalisse is passionate about community involvement.

“I am excited to develop this role and how it can grow and support the firm,” said Kalisse. “I am particularly excited to facilitate our ongoing support of local non-profits.”

About Greenwood Capital: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in investment advisory and management services, offering a variety of services for the individual as well as institutional clientele. Greenwood Capital is recognized as one of the largest independent investment firms in the Southeast, managing $1.5 billion in assets nationwide. Prior to 2001, Greenwood Capital Associates and the term “Firm” refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.

Greenwood Capital is an SEC registered investment advisory firm. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on solely for tax, legal or accounting advice.

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