Kalisse L. Evert promoted to Marketing Manager at Greenwood Capital

Greenwood Capital announced the promotion of Kalisse L. Evert to the dedicated position of Marketing Manager. This role will actively impact the overall brand positioning of Greenwood Capital within the Upstate SC community through designing and implementing marketing and sales initiatives, to include firm events, digital presence, and prospect/client communication. Serving in a marketing capacity since August 2022, Evert has led efforts to transition the firm’s customer relationship management system to streamline daily workflow and increase overall social media engagement.

“Kalisse has had a tremendous impact on our local and social media market presence since moving to a marketing position,” said Walter Todd, President & CIO. “We are fortunate to have her skill set on our team to benefit from the quality of materials she produces for the firm.”

In the time Evert has been dedicated to the marketing function she has increased combined social media engagement by more than 77% through the firm’s organic campaigns. Further, she has launched several campaigns specific to prospect and client financial and life planning journeys, such as “Woman & Money,” “Generational Wealth Planning,” and more, which are featured on the firm’s Insights Page on its website www.greenwoodcapital.com.

“Kalisse continuing to expand this role has been a boon to the firm’s growth initiatives and ongoing client service,” said Brian L. Disher, Director of Wealth Management. “We are able to share important macroeconomic and legislative issues in a timely manner. Keeping our clients informed is a critical component in our client service relationships.”

In addition to managing the firm’s day-to-day marketing needs, updating social media, maintaining the firm’s website and coordinating events, Kalisse is passionate about community involvement. Currently, Evert is leading the firm’s 40th anniversary, “40 Hours of Giving” campaign through June 2024.

“I love how Greenwood Capital prioritizes giving back to our community! In addition to local sponsorships and donations, we are pledging forty hours of volunteering to celebrate our anniversary,” Evert says, “I am organizing new opportunities for our team to show up and help out the organizations that are doing good here in South Carolina.”

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. Greenwood Capital is recognized as one of the largest independent investment firms in the Southeast, managing $1.4 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. To learn more about Greenwood Capital, visit http://www.greenwoodcapital.com, https://www.linkedin.com/company/greenwood-capital/, and https://www.facebook.com/GreenwoodCapitalSC/