VentureSouth announces successful exit from portfolio company Sensory Analytics
August 20, 2024VentureSouth 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
LPL and Raymond James now offer Inspire Investing’s Fidelis ETF
August 14, 2024Inspire Fidelis Multi-Factor ETF (NYSE: FDLS), whose mandate is to replicate the faith and factor-based Fidelis 100 Index, is now available through LPL and Raymond James custody platforms, in addition…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Private Client Advisor – Greenville
August 14, 2024What 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…
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Private Client Advisor – Greenwood
August 14, 2024What 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, 2024The 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
Emerger Strategies’ Sustainability Boot Camp at Lowcountry Local First
August 12, 2024Love the Lowcountry? Want to ensure your company is protecting what you love by being socially and environmentally responsible? Our Sustainability Boot Camp series is designed to empower businesses with…
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SCRA announces new member companies and grant funding
August 6, 2024Go 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…
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Alexandra Chastain of Abacus Planning Group earns Family Business Advising Certificate
July 29, 2024Alexandra (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…
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Wagner Wealth Management’s Osgood honored with a SC Women in Business award
July 23, 2024Jennifer 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…
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Abacus Planning Group welcomes Michael Holt to its Financial Planning Team
July 22, 2024Abacus 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
Greenwood Capital
July 22, 2024Greenwood Capital is a premier wealth management and asset management firm headquartered in South Carolina. The company serves families, financial advisors, and institutional investors such as foundations and endowments, by…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors
Greenwood Capital celebrates 40 years of service
July 19, 2024On June 30, 2024, Greenwood Capital marked 41 years of business and officially wrapped up a year of celebrating four decades of client service to South Carolina. Greenwood Capital is…
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Southern First reports results for second quarter 2024
July 18, 2024Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June 30, 2024. “We reported solid performance in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Bankers Association announces 2024 Outstanding Young Bankers Award recipient
July 16, 2024The South Carolina Bankers Association (SCBA) announced Rufus T. “Wells” Dunlap V as the recipient of the 2024 Outstanding Young Banker Award. Wells, who serves as Senior Vice President and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
VentureSouth invests over $5.5 million in early-stage companies in the Southeast during first half of 2024
July 15, 2024VentureSouth, one of the top 10 angel groups in North America, is excited to announce investments totaling $5.5 million into 24 early-stage companies in the first half of 2024. In…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
Jones elected South Carolina Bankers Association Chairman
July 15, 2024Jennifer T. Jones, President and CEO, CBL State Savings Bank, Greer, SC, has been elected Chair of The South Carolina Bankers Association (SCBA). She was elected by a vote of…
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Senior Credit Analyst
July 2, 2024Looking for more than the traditional commercial banking experience? Our Analysts underwrite commercial loan investment opportunities for a wide range of industry sectors, including syndicated capital markets transactions that reach…
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Civil Rights and Title IX Coordinator
July 2, 2024Civil Rights & Title IX Coordinator University of South Carolina Upstate STA00514PO24 Spartanburg, SC The Civil Rights & Title IX Coordinator is responsible for ensuring USC Upstate’s monitoring and compliance…
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Business Analyst
July 2, 2024A Business Analyst is a key member of the Participation Operations team in accounting and servicing roles of the ACBS application on behalf of AgFirst and the district associations. The…
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Release Management Analyst
July 2, 2024An AgFirst Release Management Analyst is integral to the team when considering the necessary processes for implementing changes to the UAT and Production environments. The analyst will ensure approved procedures…
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United Community to open newly renovated West Main Street branch mid-July
July 2, 2024This summer, United Community is reopening its West Main Street branch after undergoing extensive renovations as part of its commitment to investing in the Laurens community. The new branch offers…
Read MorePosted in: upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
David Moore joins First Reliance as Relationship Banker
June 26, 2024First Reliance announced that David L. Moore has joined First Reliance Bank as a Relationship Banker, SVP, in the Columbia Market where he will be responsible for growing strategic relationships…
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Countybank Foundation presents $5,000 to Greer Community Ministries
June 26, 2024The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, donated $5,000 to Greer Community Ministries (GCM). The donation will support more than 650 meals for residents in need.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Lowcountry Food Bank and Bank of America partner to provide students and families with food for summer
June 25, 2024Bank of America grant supports broader community access to healthy food, especially for children and families while school is not in session Lowcountry Food Bank (LCFB) announced it has received…
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Countybank Foundation donates $15K to Church of God Home for Children
June 18, 2024The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, donated $15,000 to the SC Church of God Home for Children. The SC Church of God Home for Children…
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First Citizens Bank supports Midlands Technical College QuickJobs program
June 18, 2024First Citizens Bank donated $50,000 to the Midlands Technical College Foundation to provide QuickJobs scholarships to MTC students. QuickJobs are designed to provide intensive and complete job training to develop…
Read MorePosted in: midlandsbiz Category: banking-and-finance, economic-development, education, on-the-move
Terryn Patterson joins First Reliance as Vice President Residential Lending Specialist
June 12, 2024Terryn Patterson has joined First Reliance Bank’s Charleston market as Vice President, Residential Lending Specialist. In this role, she will establish and maintain mortgage banking relationships with referral partners and…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Countybank announces strategic commercial banking transitions
June 11, 2024Countybank announced several strategic commercial banking transitions and shares that David Trent and Dustyn Attaway will transition to the commercial banking team, and Joe Hubbard will transition to the SBA…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Entrepreneur Minute – Chris Peebles, K2 Capital
June 6, 2024The 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: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move, podcast
Countybank Foundation donation supports Terrific Kids program
June 6, 2024The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, donated $1,000 to the Kiwanis Club of Simpsonville. The donation will be used to purchase supplies to support the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, non-profit, on-the-move
Countybanc Insurance’s Tammy Hendrix receives officer appointment
May 30, 2024Countybanc Insurance announced that Tammy Hendrix has been appointed Assistant Vice President by the Countybanc Insurance Board of Directors. Hendrix has an extensive background in customer service with more than…
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Shareholders of Dogwood State Bank and Community First Bancorporation approve merger
May 23, 2024At separate shareholder meetings, shareholders of Dogwood State Bank (OTC: DSBX) and Community First Bancorporation (OTC: CFOK), the parent holding company of Community First Bank, Inc., approved the previously announced…
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Countybank promotes Patrice Freeman to Financial Center Manager
May 21, 2024Countybank announced that Patrice Freeman has been promoted to Financial Center Manager. She will be responsible for managing Countybank’s Calhoun financial center in Greenwood as well as building relationships with…
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Countybank Foundation donates $1,000 to Next Level Lifestyles
May 15, 2024David Tompkins, Commercial Banking Manager for Countybank, recently presented a check for $1,000 to Next Level Lifestyles to support their operation. The donation was given on behalf of the Countybank…
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Regional Finance raises over $50,000 in support of the American Heart Association Upstate Heart Walk
May 14, 2024Regional Finance, a subsidiary of Regional Management Corp., raised $52,000 in support of the American Heart Association’s (AHA) Upstate Heart Walk through its community outreach program, Regional Reach. The company…
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TD Bank renews support to help expand Prisma Health’s Black Doula Program
May 13, 2024Prisma Health’s Black Doula Program, a groundbreaking initiative aimed at enhancing maternal and birth outcomes for Black mothers, has been renewed after a successful pilot year in which it provided…
Read MorePosted in: upstatebizsc Category: banking-and-finance, health-care, non-profit, on-the-move, philanthropy
Countybank Foundation awards scholarship to PTC student
May 7, 2024The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently awarded a scholarship to Piedmont Technical College (PTC) student Royondia Ross, who is currently studying business administration. A…
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Southern First appoints Chris Zych as Chief Financial Officer
May 6, 2024Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, is pleased to announce the appointment of Chris Zych as Chief Financial Officer and Executive Vice President. Zych…
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Truliant opens new branch office in Greer
May 3, 2024Truliant Federal Credit Union announced that it opened a new branch location on May 1 in Greer, S.C. The branch is located at 901 W. Wade Hampton Blvd. The branch…
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Marc Oberdorff, Senior Tax Counsel with Pope Flynn, elected fellow of the American College of Bond Counsel
April 29, 2024Marc Oberdorff, senior tax counsel at Pope Flynn, a law firm concentrating in public finance and governmental law, was elected a Fellow of the American College of Bond Counsel in…
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Robert F. Dozier elected to Prisma Health Board of Directors
April 24, 2024Prisma Health is proud to announce the election of Robert F. Dozier to its board of directors. With an extensive background in financial services and a lifelong commitment to community…
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South Carolina Federal Announces 2024 Scholarship Winners
April 23, 2024South Carolina Federal Credit Union is proud to announce the winners of its 14th annual scholarship program. The credit union will award $45,000 to nine students attending a traditional or…
Read MorePosted in: laurenscountybuzz Category: banking-and-finance, on-the-move
South Carolina Federal announces 2024 Scholarship Winners
April 23, 2024South Carolina Federal Credit Union is proud to announce the winners of its 14th annual scholarship program. The credit union will award $45,000 to nine students attending a traditional or…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First reports results for First Quarter 2024
April 23, 2024Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended March 31, 2024. “Our team generated excellent performance…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation donates $5K to Upstate American Heart Association
April 23, 2024The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, donated $5,000 to Upstate American Heart Association (AHA). The donation will support the continuation of CPR trainings for Upstate…
Read MorePosted in: upstatebizsc Category: banking-and-finance, health-care, non-profit, on-the-move
Greenwood Capital adds First Trust Capital Management’s product offerings to lineup of alternative investments
April 16, 2024Greenwood Capital today announced a strategic alliance with First Trust Capital Management L.P., helping to expand access to alternative investment strategies to its financial advisors. The new relationship marks a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Laura Blanton, Ben Clauss, and Craigen Schoen named to Forbes’ 2024 list of best-in-state wealth advisors
April 16, 2024Three local Raymond James-affiliated financial advisors, Laura Blanton, Ben Clauss, CFA®, and Craigen Schoen, CFP®, were recently named to the 2024 Forbes list of Best-In-State Wealth Advisors. “I am excited…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Countybank Foundation donates $1,000 to rebuild Upstate
April 16, 2024The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, donated $1,000 to Rebuild Upstate. Rebuild Upstate focuses on home preservation and repair to keep residents in their own…
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Provident Business Financial Services named top SBA 504 Lender by the Small Business Administration (SBA) for the seventh consecutive year
April 11, 2024Provident Business Financial Services, Inc. (Provident), a statewide Certified Development Company and SBA commercial real estate lender, has been named #1 SBA 504 Lender in South Carolina by the U.S.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, financial-advisors, on-the-move
Joanne Brady joins First Reliance as Branch Manager
April 4, 2024First Reliance announced that Joanne Brady has joined the company as Branch Manager for the West Columbia branch in South Carolina. She will oversee the daily branch operations and be…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move