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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster Victor Wealth Advisors | Trading Analyst | May 2022 to Present | — |
| Blackwater Asset Management, LLC | Trading and Portfolio Support Specialist | Jul 2020 to May 2022 | — |
| Penland Automotive Group | Business Manager | Jan 2016 to Jul 2020 | — |
| Vector Marketing | Direct Sales Representative | Sep 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)
| Name | Role | Location |
|---|---|---|
A Andrew Duncan | Portfolio Manager | Greenville, SC , United States |
J Jonathan McAdams | Chief Investment Officer | SC , United States |
| Portfolio Manager | Greenville, SC , United States | |
| Principal | Greenville, SC , United States | |
| Portfolio Manager | Charlotte, NC , United States | |
| Principal | Greenville, SC , United States |
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