Top 10 Investment Management Companies in Greenville

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Below is the list of Top 10 Investment Management Companies in Greenville ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Greenville

1. Nachman Norwood & Parrott Wealth Management Consultancy

Industry: Investment Management

Location: Greenville, South Carolina

Website: nnpwealth.com

Company Size: 11-50

Company Address: 1116 South Main Street, Greenville, South Carolina, United States

Nachman Norwood & Parrott Wealth Management Consultancy Contact Details

Name Title LinkedIn Phone Email
Bob Nachman Partner
Russell Miller Partner
Ben Norwood Partner
Sarah Farmer Wealth Planner
Wesley Boyce Partner
Maura Copsey Partner
Anna Madden Administrative Specialist
Requires/Intent and 4 more Employees
CRM Systems
ESG Investing & Impact Analysis
Accounting
Legal
and more

2. Greenwood Capital

Industry: Investment Management

Location: Greenville, South Carolina

Website: greenwoodcapital.com

Company Founded: 1983

Company Size: 11-50

Company Address: 201 West Mcbee Avenue, Greenville, South Carolina, United States

Greenwood Capital Contact Details

Name Title LinkedIn Phone Email
William Coxe Private Client Advisor
Brian Disher Director Of Wealth Management
Walter Todd President, Chief Investment Officer
Melissa Bane Vice President And Private Client Advisor
Kalisse Evert Private Client Administrator
Will Bond Senior Trading Manager
Justin Bartanus Investment Associate
Requires/Intent and 2 more Employees
IPO Advisory
Cloud Solutions
and more

3. Global View Investment Advisors

Industry: Investment Management

Location: Greenville, South Carolina

Website: globalviewinv.com

Company Founded: 2004

Company Size: 1-10

Company Address: 420 East Park Avenue, Greenville, South Carolina, United States

Global View Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Joe Hines Partner
Kenneth Moore Managing Partner
Erin Sweatt Paraplanner
J Kurt Schumacher Wealth Planning Strategist
Erin Milner Paraplanner
Requires/Intent
Cloud Hosting
Business Expansion
and more

4. Wcm Global Wealth

Industry: Investment Management

Location: Greenville, South Carolina

Website: wcmglobalwealth.com

Company Founded: 2011

Company Size: 1-10

Company Address: 201 Riverplace, Greenville, South Carolina, United States

Wcm Global Wealth Contact Details

Name Title LinkedIn Phone Email
Park Johnston Director Of Investor Relations And Business Development
Mills Armstrong Real Estate Developer
Kristin Wallace Senior Accountant
Tiffany Gilbert Investor Relations Specialist
Willi Mcnamara Executive Administrator
Jeffrey Stemler Director Of Financial Planning
Josh Renfro Assistant Vice President
Requires/Intent
Software Development
IT Support
Robo-Advisors & AI Trading
Accounting
and more

5. Route 2 Capital Partners

Industry: Investment Management

Location: Greenville, South Carolina

Website: route2capital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 110 East Court Street, Greenville, South Carolina, United States

Route 2 Capital Partners Contact Details

Name Title LinkedIn Phone Email
Patrick Weston Managing Partner
Jay White Managing Partner
Charles Hiller Senior Analyst
Kate Cramer Director
Requires/Intent
IPO Advisory
Web Development
Financial Management
Legal
and more

6. Norris Financial Group

Industry: Investment Management

Location: Greenville, South Carolina

Website: norrisfinancialgroup.com

Company Founded: 1986

Company Size: 1-10

Company Address: 605 North Main Street, Greenville, South Carolina, United States

Norris Financial Group Contact Details

Name Title LinkedIn Phone Email
Ppc Altman J. Norris Portfolio Manager And Investment Advisor
Justin Norris Director Of Operations
Requires/Intent
Financial Management
Digital Marketing
and more
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Greenville Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bob Nachman Nachman Norwood & Parrott Wealth Management Consultancy Partner
2 Russell Miller Nachman Norwood & Parrott Wealth Management Consultancy Partner
3 Ben Norwood Nachman Norwood & Parrott Wealth Management Consultancy Partner
4 Sarah Farmer Nachman Norwood & Parrott Wealth Management Consultancy Wealth Planner
5 Wesley Boyce Nachman Norwood & Parrott Wealth Management Consultancy Partner
6 Maura Copsey Nachman Norwood & Parrott Wealth Management Consultancy Partner
7 Anna Madden Nachman Norwood & Parrott Wealth Management Consultancy Administrative Specialist
8 William Coxe Greenwood Capital Private Client Advisor
9 Brian Disher Greenwood Capital Director Of Wealth Management
10 Walter Todd Greenwood Capital President, Chief Investment Officer
11 Melissa Bane Greenwood Capital Vice President And Private Client Advisor
12 Kalisse Evert Greenwood Capital Private Client Administrator
13 Will Bond Greenwood Capital Senior Trading Manager
14 Justin Bartanus Greenwood Capital Investment Associate
15 Joe Hines Global View Investment Advisors Partner
16 Kenneth Moore Global View Investment Advisors Managing Partner
17 Erin Sweatt Global View Investment Advisors Paraplanner
18 J Kurt Schumacher Global View Investment Advisors Wealth Planning Strategist
19 Erin Milner Global View Investment Advisors Paraplanner
20 Park Johnston Wcm Global Wealth Director Of Investor Relations And Business Development
21 Mills Armstrong Wcm Global Wealth Real Estate Developer
22 Kristin Wallace Wcm Global Wealth Senior Accountant
23 Tiffany Gilbert Wcm Global Wealth Investor Relations Specialist
24 Willi Mcnamara Wcm Global Wealth Executive Administrator
25 Jeffrey Stemler Wcm Global Wealth Director Of Financial Planning
26 Josh Renfro Wcm Global Wealth Assistant Vice President
27 Patrick Weston Route 2 Capital Partners Managing Partner
28 Jay White Route 2 Capital Partners Managing Partner
29 Charles Hiller Route 2 Capital Partners Senior Analyst
30 Kate Cramer Route 2 Capital Partners Director
31 Ppc Altman J. Norris Norris Financial Group Portfolio Manager And Investment Advisor
32 Justin Norris Norris Financial Group Director Of Operations

Investment Management companies in different cities of South Carolina

No. Industry Number of Contacts Download
1 Investment Management Companies in Charleston 1150