Greenwood Capital is pleased to announce the addition of Kalisse L. Evert to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office, located at 201 W. McBee Ave. In this role, Ms. Evert is dedicated to supporting both clients and advisors towards Greenwood Capital’s overarching goal to guide clients through their financial life management.
Joining Greenwood Capital with more than five years’ experience in client support and communications, coupled with one year experience specific to the industry as a financial planning specialist and technology coach, Ms. Evert has noted she is “delighted to provide cheerfulness and efficiency in equal measure in her new role.”
“Kalisse has been a wonderful and bright addition to our client service team,” said Brian L. Disher, Director of Wealth Management. “She is committed to getting to know each client to support both them and our advisors towards each client’s specific goals.”
A native of Canada, she earned her B.A. in Communications from Belhaven University, in Jackson, Mississippi. Before relocating to Upstate SC, Ms. Evert worked as a Communications Assistant with the Office of the Governor of Mississippi, and, later in the financial planning and investment advisory with Northwestern Mutual and Rivertree Financial Planning. Upon relocation, Ms. Evert worked for the Greenville County Animal Care; where she now continues to foster local pets. She also enjoys volunteering with her church.
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 $1.3 billion in assets nationwide.
To learn more about Greenwood Capital, visit http://www.greenwoodcapital.com