Greenwood Capital
For individual and institutional investors at Greenwood Capital, we strive to maintain a proper perspective in today's complex economic landscape. Our clients find a true financial partnership with our team. We take a macro-level approach of the economic world and market trends to assure a holistic understanding of our clients' needs and objectives. Greenwood Capital is one of the largest independent investment advisory firms in the Southeast with more than 30 years of experience.*With lessons learned from the past and a watchful eye towards the future, we remain disciplined in our methods.*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 of the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.
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Verified contacts
23
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
2
across 2 depts
Distinct roles
18
indexed titles
Tech stack
1
tools in use
Monthly traffic
166
organic / mo
Hiring · 2 open positions across 2 departments
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- JW
John Wiseman
Director of Fixed Income · Finance & Accounting
EmailPhone - MP
Mark Pyles
Director of Multi-asset Strategies · Finance & Accounting
EmailPhone - KE
Kalisse Evert
Marketing Manager · Advertising & Marketing
EmailPhone - WB
Will Bond
Senior Trading Manager · Finance & Accounting
EmailPhone - WC
William Coxe
Private Client Advisor · Finance & Accounting
EmailPhone - ES
Emily Snider
Private Client Administrator · Finance & Accounting
EmailPhone - JB
John Beale
Compliance Administrator · Legal
EmailPhone - JB
Justin Bartanus
Investment Associate · Finance & Accounting
EmailPhone - DL
Denise Lollis
Chief Operating Officer Chief Compliance Officer · General Business & Management
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Greenwood Capital
18 distinct titles indexed · top 10 shown.
- 3associate advisor
- 2private client administrator
- 2senior private client advisor
- 1admin assistant
- 1advisor portfolio specialist
- 1chief operating officer chief compliance officer
- 1compliance administrator
- 1director of equity
- 1director of fixed income
- 1director of multi-asset strategies
- +8more titles
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