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. On Friday, June 29, Bell will retire as the Firm’s CEO, with 20 employees and approximately $1.2 billion in assets under management.

“Greenwood Capital would not be the company or team it is today without the guidance and friendship of Philip,” said Walter B. Todd, III, President and Chief Investment Officer. “He has led by example in caring for our clients, and we are all better for knowing and working with him.”

During his tenure with Greenwood Capital, Bell has served in many roles, including portfolio manager, private client advisor, chief compliance officer, and president; however, none has been more important to him than serving the clients. “I have been blessed with an amazing career, having met many wonderful people, and learned a great deal,” said Bell at his Retirement Party Monday, June 25 at the Greenwood Country Club.

Bell has always been active in the community and the state, currently serving with the Greenwood Rotary Club, First Presbyterian Church, Stephen Ministry, Self Regional Healthcare Foundation, and HospiceCare of the Piedmont. He was elected by the College of Charleston Board of Trustees as a Trustee Emeritus after serving 16 years and has served on the Wofford College Investment Advisory Committee. He is graduate of Wofford College, where he earned his undergraduate degree, and of the University of South Carolina where he earned his Master’s of Business Administration.

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About Greenwood Capital: Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in investment advisory and management services, offering a variety of services for the individual as well as institutional clientele. Using a top down approach and direct experience in managing proprietary investment strategies, Greenwood Capital has been recognized as one of the largest independent investment firms in the Southeast, managing nearly $1.2 billion in assets nationwide. Prior to 2001, Greenwood Capital Associates and the term "Firm" refers to Greenwood Capital Associates, Inc. (GCAI) which was established in 1983. On or about June 29, 2001, Greenwood Capital Associates, LLC acquired substantially all the assets of GCAI, a sub-chapter S corporation. Greenwood Capital Associates, LLC registration dates back from 2001.

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