John Beale promoted to Greenwood Capital Compliance Manager
October 26, 2021
Greenwood Capital, an SC-based $1.5 billion asset manager, is pleased to announce the promotion of John E. Beale, Jr. to the firm Compliance Manager. In this role, Beale administers Greenwood Capital’s Compliance Program daily to ensure that the Firm remains in compliance with legal and regulatory requirements. Beale also oversees the firm’s compliance with the Global Investment Performance Standards® (GIPS) for performance reporting.
Beale joined Greenwood Capital in 2015 in the newly established position of Compliance Administrator.
“John has been a terrific addition to our team, understanding the importance of regulation and compliance balanced with supporting our advisory team in serving our clients,” said Denise H. Lollis, Chief Compliance Officer and Chief Operating Officer. “He truly enjoys his work with a focus on us always striving for the best in our program.”
A 2015 graduate of Lander University, Beale has a BS in Business Administration with an emphasis in Accounting. He completed a two-year internship with Elliott Davis Decosimo, specializing in audits and accounting analysis. In 2018, to recognize his expansion into performance verification, Beale was promoted to Compliance & GIPS® Administrator.
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 $1.5 billion in assets nationwide.
To learn more about Greenwood Capital, visit http://www.greenwoodcapital.com
About Greenwood Capital Associates
Founded in 1983 in Greenwood, South Carolina, Greenwood Capital specializes in institutional asset management and wealth management. With specialized teams for Wealth and Investment services, 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 has been recognized as one of the largest independent investment firms in the Southeast, managing more than $1.5 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.
