Brian Lanier Disher
Portfolio Manager-Aktien bei Greenwood Capital Associates LLC
Profil
Mr. Brian L.
Disher is a Director of Wealth Management at Greenwood Capital Associates LLC.
His role is all about relationships to ensure that every option is in place to help clients achieve their goals.
He works closely with the team of private client advisors to consistently define and demonstrate personalized client service.
He finds it gratifying to work with a group of people who share the same vision to provide a level of service and communication that builds relationships across generations.
Mr. Disher was previously employed as a Principal by Smith Barney & Co., Inc. and a Financial Advisor by UBS AG (New York).
He received his undergraduate degree from Samford University and an MBA from Samford University.
Aktive Positionen von Brian Lanier Disher
Unternehmen | Position | Beginn |
---|---|---|
Greenwood Capital Associates LLC
Greenwood Capital Associates LLC Investment ManagersFinance Greenwood Capital Associates LLC (GCA) is a SEC-registered investment advisor headquartered in Greenwood, South Carolina. The firm was founded by William (Bill) Allin in 2001, at which time they acquired substantially all of the assets of Greenwood Capital Associates, Inc., an independent registered investment advisor formed in 1983. The firm is principally owned by TCB Corp., which acquired a majority ownership interest of the firm in 2008. GCA provides investment management services to individuals and high net-worth individuals, banks and thrift institutions, pension and profit-sharing plans, charitable organizations, corporations or other business entities, state or municipal government entities, and other investment advisors. | Portfolio Manager-Aktien | 01.03.2010 |
Ehemalige bekannte Positionen von Brian Lanier Disher
Unternehmen | Position | Ende |
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Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | - |
Ausbildung von Brian Lanier Disher
Samford University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Greenwood Capital Associates LLC
Greenwood Capital Associates LLC Investment ManagersFinance Greenwood Capital Associates LLC (GCA) is a SEC-registered investment advisor headquartered in Greenwood, South Carolina. The firm was founded by William (Bill) Allin in 2001, at which time they acquired substantially all of the assets of Greenwood Capital Associates, Inc., an independent registered investment advisor formed in 1983. The firm is principally owned by TCB Corp., which acquired a majority ownership interest of the firm in 2008. GCA provides investment management services to individuals and high net-worth individuals, banks and thrift institutions, pension and profit-sharing plans, charitable organizations, corporations or other business entities, state or municipal government entities, and other investment advisors. | Finance |
Smith Barney & Co., Inc. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |