Greenwood Capital promotes Callie M. Bradshaw and John B. Proctor, Jr.
November 20, 2024
Greenwood Capital announced the promotion of Callie Bradshaw to Associate Advisor and John B. Proctor, Jr. to Advisor Portfolio Specialist. These promotions underscore Greenwood Capital’s ongoing commitment to meeting client’s needs by investing in people who embody the firm’s personalized approach and dedication to growth.
Bradshaw originally joined the firm in 2022 as a Private Client Specialist, and her consistent dedication to client success and attention to detail allowed the firm to expand services for clients across the Upstate. In her first year, Bradshaw successfully passed her Series 65 exam and became licensed as a Registered Investment Advisor. She continues to demonstrate a deep understanding of the importance of financial planning and is currently working toward her CERTIFIED FINANCIAL PLANNER™ designation. In her new role as Associate Advisor, Callie will work closely with senior advisors, contributing to personalized strategies that help clients achieve their financial goals.
“Callie has shown an exceptional ability to connect with clients and provide tailored solutions that make a difference,” said Brian L. Disher, Director of Wealth Management. “She is committed to learning and I’m confident she will continue to excel in her new role as Associate Advisor.”
Proctor was hired in 2021 as a Client Portfolio Specialist and quickly became a trusted expert in portfolio management and a key resource for our Greenville team. He demonstrated sharp analytical skills and a client-first approach that allowed him to flag potential issues and collaborate with the advisory team to solve problems before they occurred. Proctor’s new role as Advisor Portfolio Specialist enables him to focus on optimizing individual investment strategies and allows Greenwood Capital to continue to provide innovative and customized portfolio solutions.
“John’s can-do attitude and innovative approach to portfolio management have been invaluable to our team,” said Will Bond, Senior Trading Manager. “This promotion reflects his hard work and dedication, and I’m excited to see how his expertise will continue to benefit our clients.”
Over the past forty years, Greenwood Capital has expanded its team and offerings to better serve individuals, families, and organizations across South Carolina and the US. These promotions mark another milestone in the firm’s mission to nurture professional growth while providing the highest level of service and expertise to clients.
“These promotions are a testament to the caliber of talent of our team,” said Walter Todd, President & CIO. “Callie and John have exemplified Greenwood Capital’s client-focused approach through their hard work, commitment, and unwavering focus on client success. We are thrilled to see them step into these roles as we continue to grow.”
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 $1.7 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.
