FinTrust Investment Advisors, LLC

Industry: Company

Description

Parent 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 Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
David Lewis, CFA David Lewis, CFA Greenville, South Carolina Area Details
David Lewis, CFA's FinTrust Investment Advisors, LLC Experience January 2013 - Present
Job Financial Advisor at FinTrust Investment Advisors, LLC
Industry Investment Management
Experience
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

Victor J. Alfieri Victor J. Alfieri Simpsonville, South Carolina Details
Victor J. Alfieri's FinTrust Investment Advisors, LLC Experience October 2009 - July 2013
Job Compliance Manager Centralized Supervisory Unit at LPL Financial
Industry Financial Services
Experience
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

Scott Soltau Scott Soltau Chattanooga, Tennessee Area Details
Scott Soltau's FinTrust Investment Advisors, LLC Experience December 2013 - Present
Job Head of Fixed Income Strategies | FinTrust Investment Advisors LLC
Industry Capital Markets
Experience
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

Chip Hardy Chip Hardy Columbia, South Carolina Area Details
Chip Hardy's FinTrust Investment Advisors, LLC Experience December 2014 - Present
Job Sr. ERISA Consultant, FinTrust Investment Advisors
Industry Investment Management
Experience
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

Philip Brice, AIF® Philip Brice, AIF® Greenville, South Carolina Area Details
Philip Brice, AIF®'s FinTrust Investment Advisors, LLC Experience March 2013 - Present
Job Partner at FinTrust Investment Advisors, LLC
Industry Financial Services
Experience
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

Jonathan Stano, CFP® Jonathan Stano, CFP® Greenville, South Carolina Details
Jonathan Stano, CFP®'s FinTrust Investment Advisors, LLC Experience July 2012 - Present
Job Director of Financial Planning at FinTrust Investment Advisors
Industry Financial Services
Experience
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

Bill Kibler Bill Kibler Anderson, South Carolina Details
Bill Kibler's FinTrust Investment Advisors, LLC Experience June 2009 - Present
Job Senior Vice President, FinTrust Investment Advisors
Industry Financial Services
Experience
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

Sarah Lamkin Sarah Lamkin Greenville, South Carolina Details
Sarah Lamkin's FinTrust Investment Advisors, LLC Experience May 2015 - Present
Job Marketing and Office Coordinator
Industry Marketing and Advertising
Experience
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

Kaitlin Matheson Kaitlin Matheson Greenville, South Carolina Area Details
Kaitlin Matheson's FinTrust Investment Advisors, LLC Experience May 2015 - August 2015
Job Master of Science in Applied Economics and Statistics Student
Industry Financial Services
Experience
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

Jason Leupold Jason Leupold Greater Denver Area Details
Jason Leupold's FinTrust Investment Advisors, LLC Experience December 2013 - Present
Job Research Analyst at Arches Asset Management
Industry Financial Services
Experience
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

Barry Eisen Barry Eisen Greater Denver Area Details
Barry Eisen's FinTrust Investment Advisors, LLC Experience March 2013 - May 2014
Job Artcan Group LLC
Industry Venture Capital & Private Equity
Experience
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

Cliff Hodge, CFA Cliff Hodge, CFA Greenville, South Carolina Area Details
Cliff Hodge, CFA's FinTrust Investment Advisors, LLC Experience July 2015 - Present
Job Portfolio Manager at FinTrust Investment Advisors
Industry Investment Management
Experience
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

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