Countybank promotes Amber Price to HR Director
April 1, 2025
Countybank announced the promotion of Amber M. Price to Human Resource Director. Price joined Countybank in 2019 as HR Manager and has over 10 years of experience in human resource…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Kelly Crawford joins Palmetto State Bank as CFO
March 18, 2025
Kelly Crawford is the new chief financial officer for Palmetto State Bank, a Lowcountry community bank that is now reaching out into South Carolina’s largest markets. He will be helping…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
Boiling Springs Branch is Truliant’s latest in Upstate S.C. expansion
March 12, 2025
Truliant, a top 100 U.S. credit union, announced the opening of a new branch location in Boiling Springs, S.C., as part of its ongoing expansion in Upstate South Carolina. The…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
New market executives take Palmetto State Bank into Greenville and Charleston
March 11, 2025
Othniel Laffitte and Ted Malinowski are the new market executives for Palmetto State Bank, and they are the vanguard of an exciting new venture for the venerable Lowcountry community bank.…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
The Southern Bank invests in the future: supporting community growth through associate development
March 10, 2025
The Southern Bank, a community bank with seven branches across South Carolina and Georgia, announced the appointment of Jacob Mallon as the newest member of the team, serving as a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
VentureSouth and Vicinity announce joint venture to create the premier platform for local alternative investing
February 26, 2025
VentureSouth and Vicinity announced a powerful new joint venture to create the premier platform for local alternative investing – Vicinity Ventures. Vicinity Ventures combines the strengths of VentureSouth and Vicinity…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, headlines, hi-tech-information-tech, local-industry, on-the-move, technology
Endeavor Coworking Community welcomes new All Access members
February 25, 2025
Endeavor Workspaces announced three new All Access members: Mark Koppelmann, MBA, CFP, CRPS, senior financial advisor of LPL Financial, Andrea Koppelmann, MS, director of client relations of LPL Financial, and…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, entrepreneurship, financial-advisors, local-industry, marketing-and-communications, on-the-move
Southern First appoints Blair Miller as Chief Retail Experience Officer
February 24, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Blair Miller as Chief Retail Experience Officer and Executive Vice President. Miller is a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Jackson joins Truliant Financial Advisors as Senior Advisor for Upstate, SC
February 20, 2025
Truliant Federal Credit Union announced that Donna Panton Jackson, Senior Financial Advisor, is joining Truliant Financial Advisors offered through CUSO Financial Services, L.P. (“CUSO”). Truliant Financial Advisors partners with CUSO…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Bank of America names Ellie Perry Market Executive for Upstate South Carolina
February 4, 2025
Bank of America announced that Ellie Perry has been named Market Executive for Upstate South Carolina. In this role, Perry is responsible for helping lead the bank’s local efforts across…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
SCRA announces new Member Companies and grant funding
February 4, 2025
Jaya Biosciences and OrthoTract Innovations were accepted as South Carolina Research Authority Member Companies. ElectroWire received new grant funding. All SCRA Member Companies receive coaching and access to SCRA’s Member Benefits and Startup Resources,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
The Southern Bank brings on BSA Analyst
January 29, 2025
The Southern Bank, a community bank with seven branches across South Carolina and Georgia, announced the addition of its newest hire. Bill Roseen is the bank’s newest BSA Analyst, bringing…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
InvestiNet names Amy Nodine Chief Compliance Officer
January 29, 2025
Nodine will oversee the company’s complex compliance initiatives InvestiNet, a full-service collections network and innovation leader in the accounts receivable industry, has announced the promotion of Amy Nodine from executive…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, law, marketing-and-communications, on-the-move, technology
Southern First reports fourth quarter 2024 results
January 28, 2025
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three and twelve months ended December 31, 2024. “Our financial performance this quarter…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Entrepreneur Minute – Sean Joyce, Joyce Wealth Advisory
January 28, 2025
The Who’s on the Move, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move, podcast
Truliant continues Upstate S.C. expansion with new branch in Mauldin
January 23, 2025
Truliant, a top 100 U.S. credit union, announced that it opened a new branch today in Mauldin, S.C., as part of its Upstate South Carolina expansion. The branch is located…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal now accepting applications for $45,000 in scholarships
January 14, 2025
South Carolina Federal Credit Union is now accepting applications for its 15th annual scholarship program. The credit union will award $45,000 to nine outstanding students attending a traditional or technical…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SCRA announces new member companies and grant funding
January 7, 2025
myMechanic, The After Cancer, and Volare Boats were accepted as South Carolina Research Authority Member Companies. Brokerbase, NovaVia Spine & Biologics, Rapid Title, and Zitles received new grant funding. All…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Garrett Minton and Anne Thompson join Greenwood Capital team
January 6, 2025
Greenwood Capital announced the addition of two new associates: Garrett Minton as Associate Advisor in the Greenwood office and Anne Thompson as Private Client Advisor in the Greenville office. These…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal opens new financial center in Greenville
December 17, 2024
South Carolina Federal Credit Union has opened its fifth financial center in Greenville located at 111 The Parkway. Designed with convenience in mind, the credit union’s Thornblade location features a…
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Lima One Capital to relocate headquarters to newly renovated 300 East McBee development in Greenville, SC
December 16, 2024
Lima One Capital, the nation’s premier lender for real estate investors, has officially announced its plans to relocate its corporate headquarters in Greenville, S.C., to 300 East McBee Avenue, a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Upstate Upstarts and Abundance Capital launch Catalytic Fund to fuel local innovation
December 16, 2024
The Upstate Upstarts program, a community-driven initiative promoting high-growth early-stage companies in Upstate South Carolina, announced a new opportunity to allow investment through charitable donations. The Upstate Upstarts List features…
Read MorePosted in: upstatebizsc Category: banking-and-finance, entrepreneurship, hi-tech-information-tech, local-industry, non-profit, on-the-move
SCRA announces new Member Companies and grant funding
December 10, 2024
Bio Streamline, Brokerbase, Ducklinks, Graphio, Marine Diagnostic Tools, Politexts, and VayuClear were accepted as South Carolina Research Authority Member Companies. Advent Innovations, Imagine Home Digital, Go Fig AI, Qatalyst Health, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, entrepreneurship, on-the-move
VentureSouth launching early stage investment group in Savannah
December 9, 2024
VentureSouth, one of the largest early stage investment firms in the country, announced the launch of their most recent expansion group—912 Angels. Savannah will become VentureSouth’s 23rd community, which brings…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Bankshares, Inc. receives final regulatory approval for Piedmont Bancorp Acquisition
December 3, 2024
United Bankshares, Inc. (“United”) (NASDAQ: UBSI), the parent company of United Bank, announced it has received all requisite regulatory approvals for its proposed merger with Piedmont Bancorp, Inc. (“Piedmont”), the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
How much can store brands save consumers for Thanksgiving this year?
November 18, 2024
Wells Fargo Agri-Food Institute reveals $17 savings for party of 10 Although food inflation continues to slow, budgeting for Thanksgiving might be challenging for consumers still acclimating to historic food…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Pope Flynn achieves Band 1 Banking & Finance ranking for South Carolina in Chambers and Partners USA 2024 guide
November 11, 2024
Pope Flynn, a law firm concentrating in public finance and governmental law, has achieved a Band 1 Banking & Finance ranking for South Carolina in the 2024 USA Chambers and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, law, on-the-move
SCRA announces new Member Companies and grant funding
November 7, 2024
Atticus Pharma, Blotting Innovations, GreenCape Health, and Tikvah Health & Wellness were accepted as South Carolina Research Authority Member Companies. Health Evolve Technologies received new grant funding. All SCRA Member…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Colin Burns joins Greenwood Capital team
October 31, 2024
Greenwood Capital announced the addition of Colin J. Burns to the wealth team as an Associate Advisor in the Downtown Greenville office, located at 201 W. McBee Ave. In this…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community announces William Kyle McKinney as chief audit executive
October 30, 2024
United Community is pleased to announce William Kyle McKinney as the bank’s new chief audit executive. McKinney, who brings nearly 25 years of experience to the team, will oversee the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Southern First names Julie Fairchild Chief Accounting Officer
October 28, 2024
Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of Julie Fairchild to Chief Accounting Officer. Fairchild has over 25 years of accounting and finance experience…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First reports results for third quarter 2024
October 22, 2024
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended September 30, 2024. “Our third quarter results continued…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Newest Exhibit at Upcountry History Museum explores path of Black History in the American West
October 21, 2024
Exploring the path of Black history in the American West with a timeline of original pictorial quilts is the focus of “Black Pioneers: Legacy in the American West,” a first-of-its-kind…
Read MorePosted in: upstatebizsc Category: agriculture, banking-and-finance, chamber, churches, conversations, education, entrepreneurship, hospitality, hotels, life, marketing-and-communications, media, military, music, non-profit, on-the-move, philanthropy, social-scene, the-arts, veterans
Abacus Planning Group celebrates another Certified Financial Planner Professional
October 16, 2024
Abacus Planning Group, Inc. announced that Carolyn A. Stewart has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Fintech platform WayThru names top industry veteran Jason Yates as new Client Operations and Engagement Director
October 9, 2024
Yates joins the pioneering AI-based debt resolution software company to lead national rollout after successful beta WayThru, an industry-leading AI-based digital platform for managing and resolving debt obligations, has announced…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, employment, hi-tech-information-tech, law, marketing-and-communications, on-the-move, technology, utilities
Wells Fargo donates more than $1 million for Hurricane Helene disaster relief
October 2, 2024
Funding to benefit communities across the region with support for temporary shelter, supplies and other recovery needs As communities across the Southeast grapple with the devastation caused by Hurricane Helene,…
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Synovus names Tommy Flinn as upstate South Carolina market executive
September 30, 2024
Synovus Bank has named Tommy Flinn as market executive for upstate South Carolina, covering Greenville and Spartanburg effective Sept. 30. He will lead banking teams in offering strategic and customized…
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Abacus Planning Group Advisor, William Jeter, elected as President for the Central South Carolina Habitat for Humanity Board
September 11, 2024
Abacus Planning Group announces the election of William Jeter CFA, CAIA, CFP® to President of the Board for the Central South Carolina Habitat for Humanity. William was elected to the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, non-profit, on-the-move
South Carolina Federal named one of the Best Places to Work in South Carolina
August 27, 2024
South Carolina Federal Credit Union was again named one of the Best Places to Work in South Carolina by SC Biz News, ranking No. 5 in the large employee category.…
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Clinton native Andrew Raynal joins TNB Financial Services as Assistant Trust Officer
August 27, 2024
TNB Financial Services announced that Andrew Raynal has joined its trust division as an Assistant Trust Officer in its Clinton, SC, office. A native of Clinton, Andrew is a 1999…
Read MorePosted in: upstatebizsc Category: banking-and-finance, law, on-the-move
Wells Fargo Foundation grants $200,000 to Hope For The Warriors to benefit programs supporting veterans in South Carolina
August 27, 2024The Wells Fargo Foundation recently awarded Hope For The Warriors (HOPE), a national nonprofit dedicated to restoring a foundation of stability, strength and community for post-9/11 military families, a…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, philanthropy
VentureSouth announces successful exit from portfolio company Sensory Analytics
August 20, 2024
VentureSouth is pleased to announce its successful exit from portfolio company Sensory Analytics after its recent acquisition by Industrial Physics. Sensory Analytics, based in Greensboro, N.C., is the maker of Specmetrix,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Private Client Advisor – Greenville
August 14, 2024
What We’re Looking For Greenwood Capital is seeking a talented and knowledgeable professional to serve as a Private Client Advisor for its Greenwood Office location. The role of a Private…
Read MorePosted in: upstatebizsc Category: banking-and-finance
Private Client Advisor – Greenwood
August 14, 2024
What We’re Looking For Greenwood Capital is seeking a talented and knowledgeable professional to serve as a Private Client Advisor for its Greenwood Office location. The role of a Private…
Read MorePosted in: upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
Financial Planning Association of South Carolina to host Annual Symposium on October 1 in Columbia
August 13, 2024
The Financial Planning Association (FPA) of South Carolina is excited to announce its Annual Symposium, taking place on October 1, 2024, at the Columbia Metropolitan Convention Center. This premier event…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, law, on-the-move
SCRA announces new member companies and grant funding
August 6, 2024
Go Fig, Little Beeings, Sphere, Strata Platforms, RFIDKNOW, and Tabbi were accepted as South Carolina Research Authority Member Companies. Imagine Home Digital, MyUI, MyVoluntier Operations, SafeMedWaste, and Virtual Business 360 received…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Alexandra Chastain of Abacus Planning Group earns Family Business Advising Certificate
July 29, 2024
Alexandra (Alex) Chastain of Abacus Planning Group earned the Certificate in Family Business Advising (CFBA) from the Family Firm Institute’s Global Education Network (FFI GEN). The Global Education Network is…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Wagner Wealth Management’s Osgood honored with a SC Women in Business award
July 23, 2024
Jennifer Osgood, the President of Wagner Wealth Management, has been named by Greenville Business Magazine as an SC Women in Business honoree. The SC Women in Business Awards are for…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Abacus Planning Group welcomes Michael Holt to its Financial Planning Team
July 22, 2024
Abacus Planning Group welcomed Michael Holt to its financial planning team as a Support Advisor. As a member of the financial planning team, Michael works closely with senior advisors to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
