Pendleton Street Advisors, LLC

Joshua Greene is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Pendleton Street Advisors, LLC and previously worked at Carolina Financial Securities, LLC, Carofin, LLC, and the South Carolina Investment Commission. Outside of his advisory role, Greene serves as Treasurer and Board Member of the Greater Columbia Community Relations Council and is a Finance Committee Member at the Columbia Museum of Art. Pendleton Street Advisors serves individuals, trusts, estates, and charitable organizations by providing discretionary portfolio management, consulting, and business valuation services. The firm employs fundamental analysis and third-party research in its investment selection process, using ETFs, mutual funds, stocks, and bonds.

John Barnes is a CFP® with 17 years of industry experience and has been with Pendleton Street Advisors, LLC since 2013. He is licensed to sell insurance in South Carolina and allocates a small portion of his time to this activity. Pendleton Street Advisors serves individuals, trusts, estates, and charitable organizations, offering discretionary portfolio management along with project-based consulting and business valuation services. The firm integrates third-party research and ratings in its security selection process and combines traditional wealth management with consulting on an institutional custody platform.

Christian Tyler is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Pendleton Street Advisors, LLC. His prior roles include positions at Apollon Wealth Management, Prudeo Partners, Celtic Works, Independent Advisor Alliance, and LPL. He is licensed to sell insurance in South Carolina and dedicates a small portion of his time to this activity. Pendleton Street Advisors serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management, consulting, and financial analysis services. The firm employs fundamental analysis and third-party research in security selection and combines traditional wealth management with project-based consulting on an institutional custody platform.