Educating and inspiring at the SHIFT Conference! Melissa Bane was in Santa Barbara earlier this month to share tax deferral and elimination strategies with childcare leaders. She covered 1031 Exchanges, Deferred Sales Trusts, and more! #FinancialPlanning #WealthManagement #SmallBusinessOwners
关于我们
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.
- 网站
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https://www.greenwoodcapital.com
Greenwood Capital的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Greenville，SC
- 类型
- 私人持股
- 创立
- 1983
- 领域
- Portfolio Management、Investment Advisory Services、Investment Management和Financial Services
地点
Greenwood Capital员工
动态
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We're so excited to announce TWO promotions in our Greenville office: Callie Bradshaw to Associate Advisor and John B Proctor Jr to Advisor Portfolio Specialist. Congratulations to you both! Thank you for all your hard work and your continued dedication to our team and our clients. Read More: https://lnkd.in/eWZEu3iP
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What’s up with Bitcoin? And what does our investment team think about cryptocurrency? Learn more about crypto and other recent economic headlines in this week’s Views from the Bullpen! #cryptocurrency #bitcoin #investments #macroeconomics
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Whether you are a resident who just matched, a nurse working the night shift in the NICU, or a pharmacist who just started their first job, don’t let your financial health fall by the wayside. Learn more about how a financial advisor like John Cooper can help: https://lnkd.in/e7AYPBuN
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We have a little extra #Gamecock pride at the office this week. Our own Walter Todd has been named to the Board of Trustees at the USC Business Partnership Foundation! Congratulations Walter!
Exceptional business schools are made possible by exceptional people like Lori Hair and Walter Todd. It is a pleasure to welcome them to the Board of Trustees of the USC – Business Partnership Foundation, which has been elevating the University of South Carolina Darla Moore School of Business for over half a century. ?? Their deep expertise and distinguished careers at BlueCross BlueShield of South Carolina and Greenwood Capital will bolster the mission and strengthen partnerships between the school and the business community. ?? To mark the occasion, a rooftop meet and greet in #ColumbiaSC featured locally-renowned cuisine and craft enjoyed by world-renowned faculty and staff — yet another reason why it’s great to be a Gamecock! ??
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It's the morning after Election Day, and surprisingly, we know the outcome of the 2024 Presidential race. In this month's First Week video, Walter discusses the last 24 hours and how the implications will be felt over the next days and months. Watch now: https://lnkd.in/eefvDM65
Market Update: Election Edition
https://vimeo.com/
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It's the last 48 hours before the election results start rolling in, and Walter was featured on FinTechTV this morning to discuss the markets before and after the election. He discussed what sectors could be impacted by tomorrow's results and what the economy is saying about the potential next president. Watch Now: https://ow.ly/T2bW50TZNGM #InTheNews #Investors #ElectionNews
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Today, it feels like the market is holding its breath, waiting for the US election to finally be decided. But what other headlines are impacting the economic landscape? Read what our team is watching in this week’s Views from the Bullpen! #macroeconomics #election #equities #federalreserve
Churning Markets and Uneasy Investors
Greenwood Capital，发布于领英
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We're so excited to welcome Colin Burns, MBA to the team! He will be supporting our senior advisors and nurturing client relationships as an Associate Advisor. Colin is a Greenville native who attended both St. Mary's and St. Joseph's Catholic Schools before earning his BS and MBA from Roanoke College where he played collegiate basketball. Read More: https://lnkd.in/evuSYuau
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