Category Archives: Finance

Letice Thomas Joins Pinnacle Financial Partners In Greenville

GREENVILLE, SC, Oct. 2, 2018 – Letice Thomas has joined Pinnacle Financial Partners as a financial specialist for the firm’s Greenville location on McBee Avenue. Thomas, with 17 years of financial services experience, comes to Pinnacle from SC Telco Federal Credit Union, where she was a teller. Prior roles included serving as a universal banker…
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Fintrust Adds Holland Leah Church As Portfolio Administrator

[caption id="attachment_27161" align="alignleft" width="275"] Holland Leah Church, Portfolio Administrator, FinTrust Capital Advisors[/caption] FinTrust Capital Advisors is pleased to announce that Holland Leah Church has been selected for the position of Portfolio Administrator. Holland will assist the FinTrust portfolio management team with collecting data, reviewing allocations, and the implementation of investment strategies. Holland holds a Bachelor…
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Ashley Jackson And Catie Whitt Join Pinnacle Financial Partners

[gallery link="file" columns="2" size="full" ids="27086,27087"] GREENVILLE, SC, Oct 30, 2018 – Ashley Jackson and Catie Whitt have joined Pinnacle Financial Partners’ small business administrative team. They are based at the firm’s Greenville location on McBee Avenue. “Ashley and Catie have 29 years of combined experience that will help us deliver on our promise of distinctive…
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Karen Canty Joins Pinnacle Financial Partners

GREENVILLE, SC, Oct. 24, 2018 – Karen Canty has joined Pinnacle Financial Partners as a small business administration advisor for its small business administrative team. She is based at the firm’s Greenville location on McBee Avenue. Canty, with 18 years of financial services experience, comes to Pinnacle from TD Bank, where she spent five years…
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Preparing for Business Succession Seminar

North Greenville University’s Leadership and Professional Development Department will offer a seminar for business owners who are at or near retirement to develop a good succession plan for continued prosperity for both the company and the owner. This seminar will focus on the factors to consider and practical steps to planning your business succession. The…
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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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