Greenwood Capital Associates, LLC

John Cooper is a CFP®-designated financial advisor with Greenwood Capital Associates, LLC, where he has worked since 2016. He has 10 years of experience in the industry and previously worked for Bank of America and SouthState Bank from 2004 to 2016. Outside of his advisory role, Mr. Cooper is involved in property management as a joint owner and manager of Midtown Property Management, LLC. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for a diverse client base including individuals, high-net-worth families, institutions, and municipalities. The firm offers comprehensive financial planning and discretionary portfolio management, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Brian Disher is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Greenwood Capital Associates, LLC since 2015. Based in Greenville, SC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with DACC, LLC, an entity that holds lake property in South Carolina. Greenwood Capital Associates, LLC is an SEC-registered firm managing approximately $1.668 billion for a diverse client base including individuals, families, foundations, endowments, trusts, and institutional clients. The firm provides financial planning, discretionary portfolio management, and specialized investment services supported by a weekly Investment Committee and a range of strategic approaches.

William Coxe is a financial advisor at Greenwood Capital Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WCM Global Wealth LLC and the University of South Carolina. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for around 635 clients, including individuals, families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, utilizing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Karen Smith is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Greenwood Capital Associates since 2016, following a year at South State Bank. Greenwood Capital Associates manages approximately $1.668 billion for individuals, families, foundations, endowments, trusts, and institutional clients, offering financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting. The firm utilizes a top-down investment approach overseen by a weekly Investment Committee and serves a diverse client base that includes municipalities, healthcare providers, and higher-education institutions.

Brandon Williams is a financial advisor at Greenwood Capital Associates, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwood Capital Associates, he worked at Wallick Investments, LLC and has a background that includes roles at Columbia Playmakers, Penske Truck Leasing, Top Tier Baseball, Presbyterian College, and Tinley Park High School. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, families, institutions, and other clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, utilizing a multi-disciplinary investment approach overseen by a weekly Investment Committee.

Callie Roper is a financial advisor at Greenwood Capital Associates, LLC with 3 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC and Clemson University. Greenwood Capital Associates, LLC manages approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, and sub-advisory services, employing a top-down investment approach overseen by an Investment Committee that meets weekly.

Melissa Bane is a CFP®, ChFC®, and PFS™ with 12 years of industry experience. She has been with Greenwood Capital Associates, LLC since 2013. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Justin Bartanus is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Greenwood Capital since 2018. Prior to this, he worked at Baylor College of Medicine from 2013 to 2017. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base, including individuals, high-net-worth families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Denise Lollis is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. She holds a Series 65 designation and has been with Greenwood Capital Associates since 2013. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers personalized financial planning, discretionary portfolio management, sub-advisory services, model portfolios, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Claud Bond is a financial advisor at Greenwood Capital Associates, LLC in Greenwood, SC, holding Series 65 and Series 66 licenses with 17 years of industry experience. He has been with Greenwood Capital Associates since 2002. Greenwood Capital Associates manages approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by an Investment Committee.

John Wiseman is a financial advisor with Greenwood Capital Associates, LLC in Greenwood, SC. He holds Series 63 and Series 65 designations and has 19 years of industry experience, having worked at Greenwood Capital since 2006. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, and other services through a multi-team structure with an Investment Committee that applies a top-down approach to portfolio construction and management.

Anne Thompson is a financial advisor at Greenwood Capital Associates, LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Ballentine Capital Advisors, Charles Schwab, Bank of America, and Merrill Lynch. Outside of her advisory role, she owns Tel Alt, LLC, a computer and IT services company. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Mark Pyles is a CFA® charterholder and financial advisor with Greenwood Capital Associates, LLC, where he has worked since 2021. He has four years of industry experience and serves clients from Summerville, SC. Outside of his advisory role, he is the Director of the School of Business Investment Program at the College of Charleston, overseeing a student-managed fund and related educational events. He is also a general partner at MKP Consulting, providing educational materials on financial and investment topics. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.7 billion across a diverse client base including individuals, families, institutions, and municipalities. The firm offers financial planning, discretionary portfolio management, and sub-advisory services with investment decisions guided by a weekly Investment Committee using a top-down approach.

John Proctor Jr. is a financial advisor at Greenwood Capital Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Northwestern Mutual Wealth Management Company. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm provides financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly Investment Committee.

Colin Burns is a financial advisor at Greenwood Capital Associates, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Goepper Burkhardt and UBS. Outside of his advisory work, he has been involved with the Pasadena Stars youth basketball team since 2021. Greenwood Capital Associates, LLC manages approximately $1.668 billion for around 635 clients, including individuals, families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, sub-advisory services, and group retirement consulting.