Category Archives: Finance

Marsh & McLennan Agency to host benefit strategies seminars

Greenville, SC – Marsh & McLennan Agency (MMA), Mid-Atlantic Region, announced they will be hosting seminars in multiple locations to deliver impactful strategies on cost management goals to help employers take the right step forward with their benefits strategy. Starting April 4, Marsh & McLennan Agency will be hosting these MMA ULearn seminars in seven locations. The kick-off…
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Clemson economics research ranks 8th in the South

Clemson’s John E. Walker Department of Economics ranks 8th among U.S. southern universities in faculty research productivity, according to a forthcoming journal article. The Department of Economics at Clemson moved up 10 places, from 18th, among nearly 90 schools in the South that are ranked on the basis of research contributions. The study was written…
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Lynn Faust named one of Barron’s ‘Top 1,200 Advisors’ in the country

Lynn C. Faust, Senior Vice President, Investments, with The Faust-Boyer Group of Raymond James, was recently named to Barron’s 2016 list of “The Top 1,200 Advisors” in the country. Faust ranked #7 overall in the state of South Carolina. Faust has been named to the list every year since 2010. “This honor serves to recognize…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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