Wallick Investments’ Index inspires FDLS ETF
September 1, 2022After successfully managing a multi-cap, multi-factor, faith-based, separate account composite for over 10 years, Wallick Institutional of Wallick Investments, LLC, has launched the WI Fidelis Multi-Cap Multi-Factor Index. It is…
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Saving for the Future: 529 Plans
September 1, 2022
By Laird W. Green, CFP® Opening a 529 plan is a fantastic way to save for education from public or private colleges and graduate schools (as well as private elementary…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, education, financial-advisors, on-the-move
Countybank associates receive Officer appointments
September 1, 2022
Countybank is pleased to announce that Lori Bell, Brandon Calhoun, Sherri Scearce, and Rich Vaughan have been appointed Vice President; Joe Keaton, and Heather McGee have been appointed Assistant Vice…
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SC Launch Inc. announces investment in AICG
August 31, 2022
South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in AICG. The $250,000 investment will help the startup continue excelling as a leader in machine learning, data integration, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
Countybank Foundation supports Boys and Girls Club of the Lakelands region
August 30, 2022
Countybank and Greenwood Capital recently donated $1,000 to the Boys & Girls Clubs of the Lakelands Region. The donation will go toward operations for the new 12,000-square-foot Josh Norman STARZ24…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Truist Foundation awards grant to The Hill Institute’s GVL Starts to support startup ventures
August 25, 2022It started as a casual meeting over coffee just as COVID-19 made its debut. Anthony Herrera, chief innovation officer and executive director of The Hill Institute for Innovation and Entrepreneurship at Furman…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, entrepreneurship, on-the-move
Southern First named No. 5 Best Overall Bank by Bank Director
August 25, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, was recognized as the No. 5 Best Overall Bank in Bank Director’s annual “Ranking Banking” Report. Bank Director…
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First Reliance Bank names Chris Laughridge to Market President, Greenville
August 24, 2022
First Reliance Bank is pleased to announce the promotion of Chris Laughridge to Market President, Greenville. He will be responsible for leading the Greenville team and building the bank’s footprint…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Southern First names Cal Hurst as President
August 23, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Cal Hurst to President. Hurst has served as Chief Banking Officer and Executive Vice…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Countybank Foundation donates $1,500 to the Humane Society of Greenwood
August 23, 2022
Countybank and Greenwood Capital recently donated $1,500 to the Humane Society of Greenwood (HSOG). The donation will go toward the HSOG’s Pet Foster Program. The program enables the HSOG to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
United Community Banks, Inc. names George Bell to Board of Directors
August 18, 2022
United Community Banks, Inc. announced today that its Board of Directors has appointed George Bell as Director. Bell is an experienced information technology executive and has more than 25 years…
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The Southern Bank announces Senior Vice President of Commercial Lending for the Spartanburg branch
August 17, 2022
The Southern Bank announces the hiring of a new Senior Vice President of Commercial Lending for the Spartanburg, S.C. branch opening at the end of the year, David Ward. Ward…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Jamie Hedgepath joins Countybank as General Counsel, Chief Human Resource Officer
August 9, 2022
Countybank is pleased to welcome James T. Hedgepath as General Counsel and Chief Human Resource Officer. Hedgepath comes to Countybank with more than 20 years of experience in employment and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Highest Morningstar Rating continues for WI Fidelis 10-year and overall risk-adjusted performance
August 5, 2022
COLUMBIA, S.C. – Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 110 Mid-Cap Blend products, and a 5-Star Morningstar…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
The Southern Bank announces opening of Greenville branch
August 1, 2022The Southern Bank announced the opening of its first South Carolina branch in Greenville. The new branch is located at 101 Cleveland Street, Greenville, S.C. 29601. “We are proud to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Southern First reports results for second quarter 2022
July 26, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June 30, 2022. “I am incredibly proud of…
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Build Carolina welcomes World Finance CEO and President Chad Prashad to its Board of Directors
July 21, 2022
World Finance CEO and President Chad Prashad was recently appointed to the Board of Directors at Build Carolina, a South Carolina-based nonprofit dedicated to advancing the state’s tech community through…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move, technology
United Community Bank strengthens corporate banking division with industry veteran
July 21, 2022
United Community Bank announced the addition of veteran banker Cory Boyte to lead the development of a corporate banking division. Boyte will utilize his extensive banking background to serve large…
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Countybank’s mortgage department passes $3 billion in loan volume
July 19, 2022
Countybank’s mortgage department reached a significant milestone earlier this year as it surpassed the $3 billion mark in overall loan volume closed since its formation, comprised of more than 15,000…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
Upstate Warrior Solution announces new Board Member
July 14, 2022
Upstate Warrior Solution (UWS) welcomes Regional Managing Director of Truist Health, Dwight McPherson, to its Board of Directors. This brings UWS’ Board of Directors to a total of 23 members.…
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United Home Loan Services, Inc. announces internal promotion of Bobbie Katherine Long
July 13, 2022
Local mortgage brokerage United Home Loan Services, Inc., announced Bobbie Katherine Long (NMLS #2225350) as its newest licensed loan originator. “Bobbie Katherine joined our team as an account executive in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank welcomes Cashida Okeke as Employment Counsel
July 12, 2022
United Community Bank is excited to strengthen its legal team with the addition of experienced litigation attorney Cashida Okeke as employment counsel. In this role, Okeke will primarily be responsible…
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United Community Bank promotes Chris Hayward to Commercial Relationship Manager
July 11, 2022
United Community Bank is pleased to announce the promotion of Chris Hayward to Commercial Relationship Manager. In this role, Hayward will be responsible for developing and building relationships with business…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
McElveen named to First Reliance Bank Board
June 29, 2022
William Jack McElveen, Jr. has been named to the First Reliance Bank Board of Directors. Before his retirement, McElveen served as the bank’s Executive Vice President and Chief Credit Officer.…
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Countybank’s SBA Lending department passes $100 million
June 28, 2022
Countybank’s SBA department reached a significant milestone since its launch five years ago as it passed more than $100 million in loan closings. The SBA lending program was launched in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Sammy Riddle, former Transplace executive, joins Stillwater Capital Corporation as a Business Development Advisor
June 22, 2022Stillwater Capital Corporation is delighted to welcome Sammy Riddle as a Business Development Advisor in the firm’s Transportation and Logistics practice group, effective June 15, 2022. He is based in Greenville, South Carolina. Sammy…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
The Southern Financial Corporation announces new board members
June 22, 2022
Executives from The Southern Financial Corporation announced today the new board of directors: F. Andrew Mitchell, Scott Brandon, Frank J. Cole Jr., J. Preston Conner, Scott M. Frierson, Dean J.…
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Tax tips about working remotely
June 21, 2022
The relief offered to out-of-state employers from South Carolina’s requirements to withhold taxes from wages for employees who temporarily work in the state due to COVID-19 will end on June…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
DHEC, SCDNR urge residents not to keep wild animals as pets
June 20, 2022
The South Carolina Department of Health and Environmental Control (DHEC) and the South Carolina Department of Natural Resources (SCDNR) urge South Carolinians not to keep wild animals as pets. To protect people…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, environmental, on-the-move
The Southern Bank announces Vice President, Branch Manager of new Greenville location
June 13, 2022
The Southern Bank has named Clayton Davenport as Vice President and Branch Manager of the Greenville location. Davenport has a decade of experience in the financial industry and specializes in…
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GEM Mining announces May 2022 production update
June 10, 2022
GREENVILLE, SC – GEM Mining, a bitcoin (“BTC”) mining company headquartered in Greenville, South Carolina, published its mining production results for May 2022. Key metrics include: At the end of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Bon Secours now using new technology for lung cancer diagnosis
June 9, 2022
Robotic Bronchoscopy Could Enable Earlier & More Accurate Diagnosis An innovation that holds promise to fight lung cancer is now in use at Bon Secours. Used to view the inside…
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First Reliance Bank receives participating partner award
June 8, 2022
Edwin Lesley, Chairman of the Business Development Corporation of South Carolina, recognized First Reliance Bank’s excellent performance during their Annual Meeting on May 5, 2022. Rick Saunders, the Founder and…
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State Treasurer Curtis Loftis announces SC maintains high credit ratings
June 7, 2022
State Treasurer Curtis Loftis announced that South Carolina continues to receive an excellent response from the three major credit rating agencies. In preparation for a general obligation bond issuance, Moody’s…
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Samantha Wallace named Bank of America Market Executive for Upstate
June 6, 2022
Bank of America announced that Samantha (Sam) Wallace has been named Market Executive for Upstate SC. In her role, Wallace will be responsible for helping lead the bank’s local efforts…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
CommunityWorks selected to receive $1M investment from TD as part of their $100M equity fund in support of minority-owned small businesses
June 5, 2022
CommunityWorks was selected as a Community Development Financial Institution (CDFI) to receive an investment from TD Bank as part of its Equity Fund to support minority-owned small businesses. CommunityWorks received…
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James Owens appointed Countybank BSA Officer
June 2, 2022
Countybank announced that James Owens has been appointed Bank Secrecy Act (BSA) Officer by the Countybank Board of Directors overseeing both the BSA and Office of Foreign Assets Control (OFAC)…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
International African American Museum receives second donation from TD Bank
May 24, 2022
TD Bank’s donation of $250,000 to the International African American Museum builds on the TD Charitable Foundation’s 2016 donation of $250,000 The International African American Museum (IAAM) has received a…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move, the-arts
United Community Mortgage Services adds Jamie Pimentel as Regional Sales Manager
May 23, 2022
United Community Bank has announced the addition of industry veteran Jamie Pimentel to its mortgage leadership team in the Upstate. In his role as regional sales manager, Pimentel will utilize…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
The Southern Bank acquires Spartanburg property for new holding company headquarters
May 19, 2022Continuing its expansion throughout South Carolina, The Southern Bank announces the acquisition of property at 468 E. Main Street, Spartanburg, S.C. 29302. The Spartanburg location will be the company’s new…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Highest Morningstar Rating for WI Fidelis 10-year risk-adjusted performance
May 18, 2022
Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 112 Mid-Cap Blend products as of March 31, 2022. Only the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Sharonview Federal Credit Union selects Upstart for Personal Lending
May 18, 2022INDIAN LAND, SC – Sharonview Federal Credit Union, a top credit union serving over 100,000 members in the Carolinas and nationwide, today announced it has partnered with Upstart (NASDAQ: UPST),…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Appalachian Development Corporation hires Michael Smith as Vice President
May 18, 2022
Appalachian Development Corporation (ADC) welcomes Michael Smith as their new Vice President. He will be working with banks, lenders, credit unions, and small businesses throughout South Carolina providing the SBA…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, on-the-move
Mary Katherine joins FinTrust Capital Advisors as Financial Planner
May 16, 2022
FinTrust Capital Advisors is pleased to announce that Mary Katherine (MK) Glassman has joined the Company as a Financial Planner. A graduate of The University of Georgia, MK majored in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation awards scholarships to Lander and PTC students
May 11, 2022
The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently awarded scholarships to Lander University and Piedmont Technical College (PTC) students. The Countybank Foundation annually provides scholarships to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
Regional Management Corp. raises over $100,000 in support of the American Heart Association Upstate Heart Walk
May 11, 2022
GREENVILLE, SC – Regional Management Corp. (NYSE: RM), a diversified consumer finance company, announced that it raised more than $100,000 in support of the American Heart Association (AHA) Upstate Heart…
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Ameris Bank contributes $250,000 of support to South Carolina business innovation
May 9, 2022
Ameris Bank announces a $250,000 contribution to the South Carolina Research Authority’s (SCRA) Industry Partnership Fund (IPF) to help promote innovation throughout the state. The contribution is tied for the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SAFE Federal Credit Union promotes Robin Kelly to Assistant Vice President of Compliance
May 4, 2022
SAFE Federal Credit Union announced the promotion of Robin Kelly to Assistant Vice President of Compliance. “Robin Kelly has played an instrumental role in enhancing SAFE’s risk and compliance areas,”…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
World Finance receives South Carolina’s Top Workplaces in 2022 recognition for third consecutive year
May 2, 2022
World Finance was named one of South Carolina’s Top Workplaces in 2022 for the third year in a row, which places it among South Carolina’s top six large companies (300+…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Utilizing the 0% Tax Rate on Long-Term Capital Gains
May 1, 2022
By Carolyn Stewart Even if the holidays have passed, it’s never too early or too late to start thinking about what gifts you can give to your loved ones. While…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
