Category Archives: Finance

Second Annual FinTrust Financial Forum – Featuring Keynote Speaker Frank Abagnale

Greenville, SC – FinTrust Investment Advisors is pleased to announce it will host its second annual financial forum featuring keynote speaker Frank Abagnale Thursday, October 5 at the Hyatt Regency in Greenville South Carolina Keynote speaker Frank Abagnale will be providing insight into his life story, which is the inspiration behind award-winning movie and Broadway…
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Accord Financial, Inc. Promotes Three Standout Employees

Accord Financial, Inc.—a provider of distinctive senior debt solutions to companies in transition—is proud to announce the promotion of two members of our Client Services Team and one from our Accounting Department. Marilyn Batson—who has been with Accord for 27 years and tackles a broad range of accounting, administrative and systems management duties—has been promoted…
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Frank Abagnale To Keynote At Fintrust Financial Forum

Greenville, SC – FinTrust Investment Advisors is pleased to announce it will host its second annual financial forum featuring keynote speaker Frank Abagnale Thursday, October 5 at the Hyatt Regency in Greenville South Carolina Keynote speaker Frank Abagnale will be providing insight into his life story, which is the inspiration behind award-winning movie and Broadway musical 'Catch Me If You Can'. Abagnale will be headlining…
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Nachman Norwood & Parrott Releases Update to Perspectives on Wealth Management Insights

Greenville, SC – September 20, 2017 – Nachman Norwood & Parrott (NNP), a wealth management consultancy, released a 2017 update toPerspectives released last year. The informative resource highlights wealth management, tax, legal, real estate and insurance planning insights that high net worth individuals should consider in 2017. To create the comprehensive update, NNP regrouped with the same…
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Accord Financial, Inc. Adds Portfolio Manager

Accord Financial, Inc.—a provider of distinctive senior debt solutions to companies in transition—is proud to announce the addition of a new Portfolio Manager, Kyle Moore. Kyle comes to Accord from Washington, DC where he was Assistant Vice President for CapitalSource. In that role, he managed a portfolio of up to 20 credit facilities, underwrote acquisition…
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Greenwood Capital Announces Philip Bell CEO, Walter Todd President, CIO

[gallery columns="2" link="file" size="full" ids="16401,16402"] Bell celebrates 32-year leadership legacy as firm prepares for growth and expansion in Upstate with new President GREENWOOD, S.C. – Greenwood Capital, an independent SEC registered investment adviser managing $1.2 billion in assets,  is pleased to announce the recent promotions of J. Philip Bell to Chief Executive Officer and Walter B.…
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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…
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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…
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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.…
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