Joshua Greene is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at Pendleton Street Advisors, LLC, where he has worked since 2024. Prior to this, he was with Carolina Financial Securities, LLC and Carofin, LLC from 2020 to 2024 and served at the SC Investment Commission from 2013 to 2020. Greene is a board member and treasurer of the Greater Columbia Community Relations Council and is a finance committee member for the Columbia Museum of Art. Pendleton Street Advisors manages discretionary portfolios primarily for individuals, charitable organizations, trusts, and estates, with a minimum household size of $500,000. The firm employs fundamental analysis and third-party research in its investment process and offers both portfolio management and fixed-fee consulting services.

John Barnes is a CFP® with 17 years of industry experience and has been with Pendleton Street Advisors, LLC since 2013. He is licensed to sell insurance in South Carolina and allocates a small portion of his time to this activity. Pendleton Street Advisors serves individuals, trusts, estates, and charitable organizations, offering discretionary portfolio management along with project-based consulting and business valuation services. The firm integrates third-party research and ratings in its security selection process and combines traditional wealth management with consulting on an institutional custody platform.

Christian Tyler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Pendleton Street Advisors, LLC. His prior experience includes roles at Apollon Wealth Management, Prudeo Partners, and Celtic Works. He is also licensed to sell insurance in South Carolina and dedicates a portion of his time to this activity. Pendleton Street Advisors serves individuals, charitable organizations, trusts, and estates, managing approximately $83 million on a discretionary basis. The firm offers discretionary portfolio management and project-based consulting, using fundamental analysis and third-party research in its investment approach.