FinTrust Investment Advisors, LLC
Industry: Company
DescriptionParent organization: Centillion Partners, Inc Subsidiaries: FinTrust Capital Advisors, LLC, Research Division, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportFinTrust Capital AdvisorsWebsiteDirections Saved (0) Saved Save Financial planner in Greenville, South Carolina Address: 124 Verdae Blvd, Greenville, SC 29607 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5:30PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (864) 288-2849 Appointments: fintrustadvisors.com: Place name: : : Category: Website: : : : Website: https://fintrustadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FinTrust Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review From FinTrust Capital Advisors "FinTrust Capital Advisors is a Southeastern based financial services firm specializing in personal wealth management and corporate and institutional services. Locations in: Greenville, SC; Athens, GA; Anderson, SC; Charleston, SC; Macon, GA. Our...More "FinTrust Capital Advisors is a Southeastern based financial services firm specializing in personal wealth management and corporate and institutional services. Locations in: Greenville, SC; Athens, GA; Anderson, SC; Charleston, SC; Macon, GA. Our mission is to deliver financial peace of mind with unequaled confidence and conviction. Our Personal Wealth Management services include: Investment Management, Strategic Planning & Other Services. Our Corporate and Institutional Services include: Investment Management Fiduciary and Institutional Consulting Retirement Plan Consulting Research and Capital Markets." Latest PostsPosts from FinTrust Capital Advisors View previous posts on Google
FinTrust Investment Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FinTrust Investment Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FinTrust Investment Advisors, LLC Employees
FinTrust Investment Advisors, LLC January 2013 - Present
Stewart Enterprises March 2002 - December 2012
Stewart Enterprises December 1998 - February 2002
Stewart Enterprises February 1997 - November 1998
Stewart Enterprises January 1996 - January 1997
Stewart Enterprises September 1995 - December 1995
Stewart Enterprises September 1993 - August 1995
Skills
Portfolio Management, Business Valuation, Equity Valuation, Equity Research, Asset Allocation, Mutual Funds, Derivatives, Fixed Income Analysis, Private Equity, Cash Flow, Budgets, Financial Analysis, Strategic Planning, Accounting, Process Improvement, Executive Management, Microsoft Excel, Finance, Coaching, Strategy, Forecasting, Risk Management, Analysis, Financial Accounting, Internal Audit, Accounts Payable, Due Diligence, Mergers & Acquisitions, Financial Reporting, Restructuring, Valuation, Leadership
Education
University of New Orleans 2002 — 2004
MBA, Finance
State University of New York College at Oswego 1991 — 1993
BS, Accounting
LPL Financial March 2014 - Present
LPL Financial July 2013 - March 2014
FinTrust Investment Advisors, LLC October 2009 - July 2013
Morgan Stanley March 2008 - February 2009
Merrill Lynch January 2006 - March 2008
IBM January 2004 - June 2005
Dreyfus April 1998 - January 2004
Skills
Investments, Institutional trading, Compliance, Financial Analysis, Portfolio Management, Investment Advisory, Mergers & Acquisitions, Underwriting, Financial Markets, FINRA, Account Management, Strategic Financial..., Due Diligence, Asset Allocation, Microsoft Excel, Trading, Recruiting, Fixed Annuities, Policy, Securities, Budgets, Training, Strategy, Credit, Customer Service, Investment Strategies, Asset Management, Risk Management, Invoicing, Relationship Management, 401k, Call Centers, Analysis, Retirement, Fixed Income, Hedge Funds, Accounting, Retirement Planning, Financial Services, Series 6, Executive Management, Cross-functional Team..., Mutual Funds, Series 7, Wealth Management, CRM, Banking, Financial Advisory, Finance, Equities
Education
Stony Brook University 1994 — 1997
Bachelor of Arts (B.A.), English
Suffolk County Community College 1992 — 1994
Associate of Science (A.S.), Business Administration and Management, General
FinTrust Investment Advisors, LLC December 2013 - Present
BridgePointe Capital Partners 2012 - Present
Morgan Keegan November 2006 - March 2012
Regions Bank 2006 - 2012
Regions Bank 2006 - 2012
AmSouth Bank 1999 - 2006
SunTrust Capital Markets 1984 - 1999
Skills
Fixed Income, Investments, Portfolio Management, Financial Analysis
Education
Covenant College 1974 — 1983
Bachelor of Arts, Business Administration
Ottawa Hills High 1972 — 1974
Parkway Central 1970 — 1972
Christian Academy in Japan 1960 — 1970
FinTrust Investment Advisors, LLC December 2014 - Present
Rotary International 2005 - Present
PrimeTRUST Advisors 2006 - 2014
American Pensions, Inc. July 2004 - June 2006
BB&T January 1999 - July 2004
Bank of America and BB&T 1989 - 1998
Skills
Investment Advisory, Retirement Plan..., Certified Behavioral..., Asset Allocation, Mutual Funds, Investment Strategies, Fiduciary Management, Financial Planners, ERISA, 401k, IRAs, Personal Finance, Leadership, Retirement, Financial Advisory, Portfolio Management, Asset Management, Investments, Employee Benefits, Fiduciary Services, Consulting, Alternative Investments, Fixed Income, Marketing, Small Business, Defined Benefit, Profit Sharing, Pensions, Mergers & Acquisitions, Financial Services, Equities, Tax, Hedge Funds, Estate Planning, Investment Management, 401k Rollovers, Series 65, Wealth, Funding, Relationship Management, Trusts, Estate Tax Planning, Retirement Planning
Education
Hampden-Sydney College 1984 — 1988
B.A., Mgmt Economics
Spring Valley HS 1979 — 1983
FinTrust Investment Advisors, LLC March 2013 - Present
Elliott Davis Investment Advisors, LLC January 2008 - March 2013
Hamilton Joesph January 2002 - January 2008
Smith Barney January 1990 - January 2002
Skills
Investment Consulting, Asset & Wealth..., Investment Advisory..., Wealth Management, Financial Advisory, Wealth Management..., High Net Worth..., Pensions, Financial Services, Retirement, Retirement Planning, Investments, 401k, Estate Planning, Asset Allocation, Retirement Plan..., Mutual Funds, Profit Sharing, Investment Advisory, Asset Management, Securities, Private Equity, Financial Planners, Defined Benefit, Strategic Financial...
Education
Presbyterian College
B.S., Business Administration
FinTrust Investment Advisors, LLC July 2012 - Present
DeHollander & Janse Financial Group February 2012 - July 2012
Clemson University August 2010 - February 2012
Fluor June 2011 - August 2011
Vantage Financial Partners Limited July 2008 - July 2010
LPL Financial May 2007 - August 2007
Palace Sports & Entertainment May 2006 - August 2006
Palace Sports & Entertainment May 2006 - August 2006
Skills
Series 7, Retirement Planning, Morningstar, Financial Advisory, Financial Analysis, Accounting, Strategic Financial..., Microsoft Excel, Investments, Finance, Asset Allocation, Money Guide Pro, Retirement Plan..., Investment Advisory..., fi360, Financial Planning, Excel, Word, Outlook, Certified Financial..., Data Aggregation, Microsoft Office, PowerPoint, Investment Advisory, Series 66, Registered Paraplanner, Access, Junxure, MS Project, Lotus Notes, Turbo Tax, Great Plains, Accounts Payable, Real Estate Market..., Real Estate Finance, Real Estate Investment, Financeware, Stock Opter, Goldmine, 401k, 401k Rollovers, Mutual Funds, Asset Management
Education
Clemson University 2010 — 2011
MBA, Real Estate, 3.85
Central Michigan University 2004 — 2008
BS in Business Administration, Personal Financial Planning, 3.87
De La Salle Collegiate 2000 — 2004
Honors, AP
FinTrust Investment Advisors, LLC June 2009 - Present
Morgan Stanley Smith Barney May 1998 - June 2009
J.C. Bradford and Company December 1980 - May 1998
Education
Erskine College 1974 — 1978
BA, Psychology
FinTrust Investment Advisors, LLC May 2015 - Present
Adcap Network Systems May 2014 - December 2014
Skills
Social Media, Google AdWords Certified, Public Relations, Facebook, Recruiting, Training, Leadership, Press Releases, Account Management, Coaching, Customer Service, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Time Management
Education
Georgia College and State University 2010 — 2014
Mass Communications, Communication, Journalism, and Related Programs
FinTrust Investment Advisors, LLC May 2015 - August 2015
Skills
Microsoft Office, Financial Analysis, Econometrics, Economic Research, Economic Modeling, Statistical Data..., R, Bloomberg, SAS Programming, Microsoft Excel, Business Analysis, Policy Analysis, Academic Tutoring
Education
Clemson University - College of Business and Behavioral Science 2015 — 2016
Master of Science (MS), Applied Economics and Statistics, 3.75
Clemson University 2013 — 2015
BS, Applied Economics, 3.6
Arches Asset Management January 2015 - Present
FinTrust Investment Advisors, LLC December 2013 - Present
Leupold Capital Management, LLC September 2012 - February 2015
Robert W. Baird & Co. June 2010 - March 2012
Centurion Investment Management April 2010 - March 2012
Crabel Capital September 2006 - September 2009
Crabel Capital Management June 2003 - September 2006
Crabel Capital Management September 2000 - June 2006
Skills
Options, Hedging, FX, Trading, Commodities, Equities, Strategic Planning, Quantitative Research, Series 7, Series 55, Series 66, Series 3, FX Options, Commodity, Derivatives, Investment Banking, Risk Management, Trading Systems, Electronic Trading, Bloomberg, FINRA, Technical Analysis, Securities, Capital Markets, Equity Trading, Fixed Income, Alternative Investments, Financial Markets, Investment Management, Foreign Exchange, Hedge Funds, Trading Strategies, Financial Risk, Asset Management, Investment Strategies, Portfolio Management
Education
Arizona State University 1995 — 1999
Bachelor of Arts (B.A.), English and Philosophy
FinTrust Investment Advisors, LLC March 2013 - May 2014
Madison Street Partners 2008 - 2012
Millennium Partners 2005 - 2007
Skills
Portfolio Management, Financial Modeling, Market Making, Investments, Equity Trading, Asset Management, Trading, Series 7, Electronic Trading, Equities, Bloomberg, Valuation, Asset Managment, Proprietary Trading, Options, Trading Systems, Hedge Funds
Education
Voyaguer Outward Bound 1995 — 1995
Leadership Program, Outdoor Education
Nova Southeastern University 1991 — 1994
International Business, Finance
Nova Southeastern University
FinTrust Investment Advisors, LLC July 2015 - Present
Vanguard February 2014 - July 2015
University of South Carolina 2013 - 2014
University of South Carolina 2011 - 2014
Vanguard 2011 - 2013
Vanguard July 2010 - May 2011
Vanguard June 2008 - 2010
Skills
Investments, Series 63, Securities, Investment Strategies, Series 7, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Bloomberg Terminal, Relationship Management, Finance, Thomson One, Bloomberg, Financial Analysis, Strategic Financial..., Asset Management, Trading, Portfolio Management, Corporate Finance, Financial Modeling
Education
University of South Carolina - The Moore School of Business 2011 — 2013
MBA, Finance, 4.0 GPA
Clemson University - College of Business and Behavioral Science 2004 — 2008
BA, Economics