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Brian Lanier Disher
Gestore di Portafoglio-Azioni presso Greenwood Capital Associates LLC
Profilo
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.
Posizioni attive di Brian Lanier Disher
Società | Posizione | Inizio |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/03/2010 |
Precedenti posizioni note di Brian Lanier Disher
Società | Posizione | Fine |
---|---|---|
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 | - |
Formazione di Brian Lanier Disher
Samford University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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 |
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