Category Archives: Finance

Josh Roach Joins 1st & Main Investment Advisors

GREENVILLE, SC (August 1, 2017) – Josh Roach has joined 1st & Main Investment Advisors as a Partner in the firm’s Greenville, SC office.  Roach brings over a decade of experience in the financial services industry, focusing primarily on wealth management strategies for individuals and small businesses. His comprehensive approach includes providing clients with long-term financial planning, investment…
Read more

Mary Lou Merkt Named Chair Of Nacubo Board

[caption id="attachment_15930" align="alignnone" width="1200"] Furman vice president for finance and administration Mary Lou Merkt is named chair of NACUBO[/caption] GREENVILLE, S.C.—Furman University vice president for finance and administration Mary Lou Merkt has been named the 2017-18 chair of the National Association of College and University Business Officers (NACUBO) Board of Directors. She assumes her duties…
Read more

CCNB Opens LPO In Greenville

July 11, 2017 – Coastal Carolina National Bank (CCNB) headquartered in Myrtle Beach, S.C., announces the opening of a Loan Production Office (LPO) in the Upstate Greenville, South Carolina market to serve the needs of a vibrant, growing business community. CCNB has hired Jimmy Kimbell as Senior Vice President/Upstate Market Executive to lead this important initiative.…
Read more

Toniette Mathis joins South State Investment Services as Senior Vice President and Financial Consultant

(COLUMBIA, SC – JUNE 17, 2017)  South State Investment Services announced that Toniette Mathis has joined the Upstate Region as a senior vice president and financial consultant. With over 15 years of investment management experience, Mathis provides tailored advice and guidance on investments, insurance, retirement planning, tax wise investing, wealth transfer and educational savings plans.…
Read more

Smith Drug Company Names New Vice President, Finance

[caption id="attachment_14896" align="alignleft" width="222"] Lena Jouran[/caption] SPARTANBURG, S.C. – Smith Drug Company (SDC) has announced that Lena Jouran has joined the company as Divisional Vice President, Finance. She will support both Smith Drug Company and Burlington Drug Company in her new role. Jouran replaces Kyle Waltz, who has accepted the position of Vice President Corporate…
Read more

Matthew Foster Becomes Certified Financial Planner™ Professional

Matthew Foster, CFP®, Financial Advisor at Raymond James & Associates in Greenville, SC has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Foster has worked at Raymond James since 2013 and…
Read more

Oconee Economic Alliance Announces Economic Development Specialist Hire

[caption id="attachment_14374" align="alignleft" width="240"] Emily Hodge[/caption] (SENECA, S.C.) – May 18, 2017 – The Oconee Economic Alliance (OEA) is pleased to announce the addition of Emily Hodge as Economic Development Specialist. A native of Asheboro, North Carolina, Hodge joins the OEA team after earning her bachelor’s degree in economics from Sweet Briar College in Virginia,…
Read more

Lima One Capital Appoints Michael Adams Chief Sales Officer

[caption id="attachment_14157" align="alignleft" width="240"] © MORT TUCKER PHOTOGRAPHY[/caption] GREENVILLE, S.C.— Lima One Capital, an institutionally-backed, specialty finance company that focuses on investment property lending, has hired Michael Adams as Chief Sales Officer. Adams will have an integral role in creating vision, developing corporate lending strategy and coaching staff to achieve companywide goals. Adams has extensive…
Read more