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Shawn Penland

Shawn Penland

Trading Analyst at Foster Victor Wealth Advisors, LLC

Greenville, SC , United States

About

Shawn Penland is a Trading Analyst at Foster Victor Wealth Advisors in Greenville, SC, where he plays a key role on the investment team specializing in trade execution, portfolio monitoring, and data analysis to support client investment strategies. His responsibilities at Foster Victor focus on ensuring accurate and timely trade activity across multiple asset classes, including equities, fixed income, and alternative investments, while collaborating with advisors to optimize portfolio allocations for both individual and institutional clients.

Prior to joining Foster Victor Wealth Advisors in 2022, Shawn served as a Trading and Portfolio Support Specialist at Blackwater Asset Management, LLC, where he gained experience in portfolio administration, trade reconciliation, and operational support across diverse investment sectors. He also held the position of Business Manager at Penland Automotive Group, developing key analytical and managerial skills relevant to business administration and financial operations.

Shawn holds a Bachelor of Science in Business Administration and Management from the University of South Carolina, as well as an Associate of Science in Business Administration and Management from Spartanburg Methodist College. He is recognized for his ability to deliver meticulous trading support and deep operational insight, contributing to Foster Victor's ability to deliver high-quality investment management and client service.

Career History

OrganizationRoleDate RangeDetails
Foster Victor Wealth AdvisorsTrading AnalystMay 2022 to Present
Blackwater Asset Management, LLCTrading and Portfolio Support SpecialistJul 2020 to May 2022
Penland Automotive GroupBusiness ManagerJan 2016 to Jul 2020
Vector MarketingDirect Sales RepresentativeSep 2013 to Jan 2015

Education

University of South Carolina

Bachelor of Science - BS, Business Administration and Management, General

2016 2018

Spartanburg Methodist College

Associate of Science (AS), Business Administration and Management

2013 2015

Others at Foster Victor Wealth Advisors, LLC (6)

NameRoleLocation
A
Andrew Duncan
Portfolio ManagerGreenville, SC , United States
J
Jonathan McAdams
Chief Investment OfficerSC , United States
Matthew Hart
Matthew Hart
Portfolio ManagerGreenville, SC , United States
Rob Victor
Rob Victor
PrincipalGreenville, SC , United States
Yuval Ezer
Yuval Ezer
Portfolio ManagerCharlotte, NC , United States
Paul Foster
Paul Foster
PrincipalGreenville, SC , United States

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