Category Archives: Finance

Route 2 Capital Partners Invests in Convert IT Marketing

Wednesday, September 26, 2018, Greenville / Charleston, South Carolina – Route 2 Capital Partners is pleased to announce its participation in the purchase of Convert IT Marketing, LLC (“CIT”) alongside Abbey Road Capital (www.abbeyroadcap.com), an operationally-focused private equity firm in Atlanta, Georgia. Route 2 Capital Partners provided subordinated debt and an equity co-invest to finance…
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Rebecca Monroe Mathis Joins Jeter Hrubala Wealth Strategies, LLC

[caption id="attachment_25984" align="alignleft" width="200"] Becca Monroe Mathis[/caption] Rebecca Monroe Mathis Joins Jeter Hrubala Wealth Strategies, LLC Spartanburg, SC (September 15, 2018) - Jeter Hrubala Wealth Strategies, LLC announced today the addition of Becca Monroe Mathis as Financial Advisor. In this position, Becca’s responsibilities will include developing comprehensive financial plans, monitoring client portfolios, business relationship development,…
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Weinkle Batson Financial Consulting Group Hires Amy Doser as Client Associate

Greenville, S.C. – Weinkle Batson Financial Consulting group has expanded its team to include Amy Doser as Client Associate. In this role, Amy will be responsible for running the daily operations for the Greenville office, while also offering client support for the Asheville office. “We are so happy to have found the perfect combination of…
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Beth Jeter Hrubala receives Certified Divorce Financial Analyst® designation

Spartanburg, South Carolina (March 15, 2018) – The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Beth Jeter Hrubala of Jeter Hrubala Wealth Strategies, LLC in Spartanburg, South Carolina recently completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst® (CDFA®). [caption id="attachment_25292" align="alignleft" width="200"]…
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Tax Advantage Group Appoints Senior Leadership

Ferguson promoted to Innovate Fund Program Manager; Lee hired as NMTC Compliance and Asset Manager GREENVILLE, S.C., July 17, 2018 /PRNewswire/ -- Tax Advantage Group (TAG) announces two new leadership appointments. Whitney Ferguson has been promoted to the position of New Markets Tax Credit (NMTC) Program Manager for The Innovate Fund, which TAG manages, and…
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Fintrust Hires Kathryn Payne, Certified Financial Planner™

Greenville, SC - FinTrust Capital Advisors is pleased to announce that Kathryn Payne has been selected for the position of Financial Planner. Payne will be responsible for collecting client data and developing the appropriate plan for helping clients of the firm reach their financial goals. Payne was selected for the position because of her exceptional…
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Greenwood Capital Celebrates Bell’s 33-Year Career upon His Retirement

GREENWOOD S.C. – Greenwood Capital honors the 33-year career of J. Philip Bell upon his retirement this week. Bell joined Greenwood Capital Associates, Inc. in June 1985 as an Investment Manager, when the Firm managed $165 million in assets for its investment advisory clients. He was the fourth employee to join the Greenwood Capital team.…
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Stephen Eye Joins Hilliard Lyons’ Greenville Branch

GREENVILLE, S.C. (June 18, 2018) – Sam Hershberger, a Hilliard Lyons First Vice President and Regional Director, is pleased to announce the addition of Stephen A. Eye to Hilliard Lyons’ office in Greenville as a Wealth Advisor and First Vice President. Stephen has 35 years of experience in the industry, and he is particularly interested…
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Kyle Walker Joins Hilliard Lyons’ Greenville Branch

GREENVILLE, S.C. (May 31, 2018) – Sam Hershberger, a Hilliard Lyons First Vice President and Regional Director, is pleased to announce the addition of Kyle L. Walker to Hilliard Lyons’ office in Greenville as a Wealth Advisor. Kyle holds the Chartered Retirement Plan­ning Counselor (CRPC®) designation, and he is particularly interested in working with clients…
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