Fayetteville investment company, Greenwood Gearhart, has named Lisa A. Brown as President and Partner of the firm. In her new role, Brown will oversee the firm’s operations, service offerings and client experience initiatives. In addition to this expanded role, she will continue to serve as the firm’s Chief Compliance Officer (CCO).
Greenwood Gearhart is a comprehensive wealth management and multi-family office investment firm with approximately $800 million in assets under management and clients in 33 states. Originally founded in 1982, the firm acts as a fiduciary in client relationships and operates as a fee-only advisory firm providing holistic services across the wealth management spectrum.
“Lisa is a tremendous asset to Greenwood Gearhart; she is a great leader and has been integral to the firm’s success over the past six years,” said Brock Gearhart, CEO of Greenwood Gearhart. “Our partnership to date has allowed us to broadly expand our capabilities for our clients; with Lisa as President, we are positioned to further innovate as a leader in our industry.”
Brown joined Greenwood Gearhart, formerly Greenwood & Associates, in 2001. She is a Certified Financial Planner and 2002 graduate of the University of Arkansas. Brown served as the firm’s Director of Financial Planning, beginning in 2016, and was named Chief Operating Officer (COO) with broader responsibility over the firm’s general operations three years later.
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