Greenwood Capital announced the addition of John Proctor in the newly created position of Client Portfolio Advisor. In this role, Proctor deepens the critical connection between client facing advisors and our established trading and operations team, further enhancing client support.
“He has already demonstrated himself to be a wise addition to our client-first focused team,” said Walter B. Todd III, President/CIO. “We are all happy to have John join us, and are confident in his long-term contribution to our team.”
Proctor joins Greenwood Capital with nearly five years of experience in the investment industry, having worked with AIG, Northwestern Mutual, and Fisher Investments. His background in both the broker-dealer and investment advisory industries as a currently registered investment adviser representative and previously registered broker-dealer agent has enabled John to immediately begin developing the new Client Portfolio Advisor Role.
He earned his undergraduate degree at West Virginia University in finance where he achieved the Congressional Leadership Award.
Founded in 1983, with specialized teams for wealth and institutional investments, Greenwood Capital offers 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 is recognized as one of the largest independent investment firms in the Southeast, managing more than $1.6 billion in assets nationwide.
To learn more about Greenwood Capital, visit http://www.greenwoodcapital.com.