Category Archives: Finance

Muncaster Financial Services hires private wealth services coordinator

GREENVILLE, S.C. – Muncaster Financial Services recently welcomed Connor Masterson as a Private Wealth Services Coordinator working within the firm’s Private Client Wealth Services department. Masterson brings fresh experience to their team, with hands-on experience in data research and financial services through various internships. As a Private Wealth Services Coordinator, Masterson will be working alongside…
Read more

Lewis Named CFO at FinTrust

Greenville, SC – FinTrust Investment Advisors is proud to announce that David E. Lewis has been named as Chief Financial Officer at FinTrust Investment Advisors. Lewis will be assuming the role effective immediately. Partner Philip Brice stated, “We are very excited about the experience David brings to this role. Prior to joining FinTrust, David served…
Read more

NAIFA-SC announces 2016 Road Show

NAIFA- SC is thrilled to announce a road show featuring speaker Van Mueller coming to Charleston, Columbia, and Greenville in April. The road show schedule is as follows: GREENVILLE Monday, April 11th Location - Crown Plaza Address: 851 Congaree Road, Greenville, SC 29607 8:30 - Registration & Networking 9:30 AM - 11:30 AM - Van…
Read more

Greenville company announces completion of 2015 SC Revitalization Fund

Greenville, SC - Greenville-based Tax Credit Marketplace LLC (“TCM”) announces the successful closing of the 2015 SC Revitalization Tax Credit Fund, LLC (“The 2015 Fund”). The 2015 Fund invested in five qualifying projects generating over $3 million in South Carolina tax credits for its 21 investors. “We provide additional capital to the projects and help investors…
Read more

FinTrust opens Charleston office

Greenville, SC – FinTrust Investment Advisors is pleased to announce the opening of their first office in Charleston, South Carolina. Partner Philip Brice stated, “As we continue to expand our Southeast footprint, it is with great pleasure that we announce the opening of our Charleston office at 57 Queen Street. With many clients and relationships…
Read more

Hall named Associate Financial Advisor with Nachman Norwood & Parrott

Greenville, SC — Nachman Norwood & Parrott today announced that registered associate Carter R. Hall has been named Associate Financial Advisor. In his new role, Hall will have increased responsibility for managing client relationships and providing wealth management advice. Hall entered the wealth management industry in 2011. Since joining Nachman Norwood & Parrott in 2013,…
Read more

TD Bank Names Michael Cooper Deployment Director, New Markets Tax Credit Program

Greenville, S.C. – TD Bank, America's Most Convenient Bank®, has named Michael Cooper Deployment Director of the New Markets Tax Credit Program (NMTC) for TD Community Development Corporation. He will cover a national service market with the largest amount of activities in Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania and South Carolina. He is…
Read more

Sandlapper Capital Investments closes acquisition of three Florida properties

Greenville, SC - Sandlapper Capital Investments, LLC (“Sandlapper”) announced today it has closed three mixed-use office and industrial properties in Longwood, Lakeland and Melbourne, Florida for an undisclosed price. The properties are made up of the East-Coast Headquarters, Gulf-Coast Headquarters and Corporate Headquarters for and leased to, Collis Roofing, Inc., Florida’s largest roofing company. The properties are…
Read more

Alexandria Wharton joins Caliber Home Loans as Greenville branch manager

[caption id="attachment_1716" align="alignnone" width="604"] Alexandria Wharton[/caption] Kelly Allison, Regional Vice President of Caliber Home Loans, Southeast Builder Division, welcomes Alexandria (Alex) Wharton as the Branch Manager of the Caliber Greenville (SC) office. Caliber Home Loans, Inc. is a full-service national mortgage lender and agency direct seller/servicer. “Throughout the Southeast, we are gearing up for significant growth in 2016,”…
Read more

Greenwood Capital promotes Decker to director of equity

[caption id="attachment_1740" align="alignnone" width="604"] John Decker[/caption] Upstate, SC – John R. Decker, CFA® and a principal owner of Greenwood Capital Associates, LLC, has been promoted to Director of Equity. In this position, Mr. Decker has daily oversight for the asset management firm’s equity investment strategies, including the GCA Large Cap, Mid Cap, Small Cap, and All Cap portfolios.…
Read more