GREENWOOD CAPITAL ASSOCIATES, LLC

GREENWOOD CAPITAL ASSOCIATES, LLC of GREENWOOD, SC is an SEC-registered investment adviser (CRD 115015). Regulatory assets under management: $1.8B.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (25)

NameRoleLocation
Walter Blakely ToddPRESIDENT/CHIEF INVESTMENT OFFICER
Denise Hemingway LollisCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICERGreenwood, SC
John Durham WisemanDIRECTOR OF FIXED INCOME
Brian Lanier DisherDIRECTOR OF WEALTH MANAGEMENT
Melissa Dawn BaneSENIOR PRIVATE CLIENT ADVISOR
John Wesley CooperPRIVATE CLIENT ADVISOR
Claud William BondSENIOR TRADING MANAGER
Mark Kurt PylesDIRECT OF MULTI-ASSET STRATEGIES
John Robert DeckerMEMBER
ALLIN WILLAM BAILEYVICE CHAIRMAN
BELL JAMES PHILIPCEO; CHIEF COMPLIANCE OFFICER; PRESIDENT (+3 more)
NIX MICHAEL WAYNECHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CO-CHIEF INVESTMENT OFFICER (+1 more)
TODD WALTER BLAKELYCHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; PRESIDENT/CHIEF INVESTMENT OFFICER (+1 more)
DECKER ADAM ROBERTDIRECTOR OF EQUITY
HARPER JOHN WILLIAMPRESIDENT; SHAREHOLDER
SHERMAN ASHLEY DAWESPRINCIPAL
KENNEDY MICHELLE BCCO
MCALHANY JOHN WILLIAMPRINCIPAL; SHAREHOLDER
ILLGES RALPH WALTONSECRETARY/TREASURER
KENNEDY MICHELLE BANNISTERCHIEF COMPLIANCE OFFICER
LOLLIS DENISECHIEF COMPLIANCE OFFICER
LOLLIS DENISE HEMINGWAYCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER
WISEMAN JOHN DURHAMDIRECTOR OF FIXED INCOME
DISHER BRIAN LANIERDIRECTOR OF WEALTH MANAGEMENT
BANE MELISSA DAWNSENIOR PRIVATE CLIENT ADVISOR

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