WCM Global Wealth is the combination of talented and experienced professionals brought together to support our mission- to assist our clients' achieving their plans.
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Senior Portfolio Manager
Chief Financial Officer
Investor Relations/Special Projects Manager
DIRECTOR OF PLANNING
Sometimes even advisors need advice.
Erik has more than 27 years of investment and financial services experience. He received his Bachelor of Arts (Finance/Real Estate) from Georgia State University in 1989. Erik was a licensed real estate agent at the age of 18 and assembled his first shopping center site while a sophomore in college. Prior to forming his own company, Erik was a Senior Vice President of Donaldson, Lufkin & Jenrette in San Francisco, California and Assistant Vice President of Merrill Lynch in Atlanta, Georgia. Mr. Weir was named one of the Top Five Hedge Fund Managers by Hedgemark Magazine in 2000 and received the 2002 Outstanding Broker Award from Registered Rep Magazine as one of the Top Five Brokers in the United States.
Erik formed Weir Capital Management, LLC in 1999, which was named one of the Top 25 fastest growing companies in South Carolina in both 2009 and 2010. Erik formed WCM Global Wealth, LLC in 2011 as a diversified financial services firm, to provide the best client financial products and services possible. Erik is a CFP®, has held various securities licenses, including Series 7, 4, 24, 51, 31, 63, 65 and is a licensed insurance professional.
Erik is also a principle with the WTA Group, a leader in the marketing, financing, and production of faith-based films. WTA Group has marketed, produced, and developed films with a total of $400M in sales over the past three years and include well-known titles such as Courageous, War Room, Woodlawn, God's Not Dead, and more.
In addition, Erik is also involved in the sourcing and development of numerous real estate properties throughout South Carolina and across the US including public storage, retail, commercial, and residential properties. Most recently, WCM Global Wealth has partnered to redevelop the Greenville News site in downtown Greenville, SC that will transform the downtown landscape. This multi-million dollar re-development, titled Camperdown Square, will encompass an entire city block and will include an upscale hotel, luxury residential condos, 225 apartments, two office buildings, retail spaces and a public plaza.
Erik enjoys helping people think through leadership and stewardship as they seek to invest both time and resources in a meaningful way. Erik earned a black belt in the martial art of Tang So Do and holds advanced ranks in Kempo and Tae Kwon Do. Erik also enjoys aviation and is a licensed private pilot with over 20 years of experience and holds multi-engine and instrument ratings. He resides in Greenville, South Carolina with his wife Robin and their five boys.
Jim, a native Texan, obtained his Bachelor of Arts (History) from the University of Texas at Austin in 1987. He then attended Dallas Theological Seminary in Dallas, Texas and finished his post-graduate education in New York, obtaining his Juris Doctor Degree from Syracuse University College of Law in 1993. While in law school, Jim was a member of the Moot Court Board, Dean’s List, National Trial Team, and the Order of the Barrister’s. Most importantly, Jim met and married his wife while both were students. After law school, Jim moved to South Carolina and practiced business and commercial law for several large South Carolina law firms in excess of twenty-one years before becoming General Counsel for WCM Global Wealth, LLC in 2015. His legal experience includes a wide variety of corporate matters; business litigation; acquisition and development deals; real property transactions; commercial, industrial and retail leasing; lending and finance transactions; and commercial transactions. He is admitted to practice in all South Carolina State Courts, United States District Court (District of South Carolina); Fourth Circuit Court of Appeals; and the United States Tax Court. Jim and his family live in Charleston, South Carolina.
Jonathan has more than 22 years of investment and financial services experience. Jonathan received a Bachelor of Arts (Finance) from Texas A&M University in 1994 and his Master of Business Administration with honors from the Jones Graduate School of Business at Rice University in 2001. Jonathan became a CFA charterholder in 2002. He was previously Partner and Portfolio Manager at Mission Capital Management, an independent Registered Investment Advisor based in Franklin, Tennessee. Jonathan’s additional fund management experience includes Partner and Founder of Alloy Global Fund in 2008, and Senior Analyst at Jetstream Capital Management in 2003, where assets grew from $10 million to $1.3 billion while achieving an annualized 30% return during his tenure. He was also an Analyst with AIM Funds (now Invesco) and worked with the Value Fund, a $30B large cap GARP mutual fund, and with the AIM Worldwide Spectrum Fund, which achieved top decile performance and was recognized by the Wall Street Journal as a top performer in its class. He joined WCM Global Wealth, LLC in 2015. Jonathan enjoys playing golf, coaching baseball, traveling, and playing the drums. He lives in Greenville, South Carolina with his wife and 6 children.
Naiden has more than 22 years of financial operating and investment banking experience. Naiden received his Bachelor of Arts (Economics) from Princeton University in 1993. He has been Chief Financial Officer for several multinational manufacturing and service businesses with revenues ranging from $1 million to over $200 million. Naiden gained investment banking experience with Wachovia Securities and First Union Capital Markets in Charlotte, North Carolina where he primarily focused on mergers & acquisitions and private placement transactions. He has diversified acquisition, divestiture and due diligence transaction knowledge as buyer, seller and intermediary. Naiden enjoys sports and a variety of outdoor activities. He resides in Greenville, South Carolina with his wife and two children.
Antonette has worked in the investment business since 1999 and with Erik C. Weir since 2005. Antonette earned her Bachelor of Science degree (Business Management) from the University of Phoenix in 2009. Antonette is integral to our investor relationships and she works closely with the management team and WCM Global Wealth clients. Antonette enjoys watching foreign films with English subtitles. She lives in San Francisco with her family.
Jerry is a native of Chattanooga, Tennessee, and a resident of Greenville, SC, for 30 years. He obtained a Bachelor of Arts in History/Political Science from Presbyterian College in Clinton, SC, in 1976. Jerry was President of ONEALCO, Inc. and Weft, Inc. for 18 years as an importer for textile machine parts produced in Europe and Asia as well as the United States. Market focus was the carpet industry, manmade fibers, and high-speed weaving, and parts supplied were an alternative to original equipment of equal quality at a lesser price. Jerry's professional career has been spent in sales, marketing, and business development. He lives in Greenville, SC, with his wife of 40 years and has 3 children. Jerry enjoys most outdoor activities, his church, and spending time with his family.
Eric received his Bachelor of Science (Accounting) Degree from Bob Jones University in 2015. Eric joined WCM Global Wealth, LLC where he is an accounting specialist working on many accounting functions, including due diligence support, accounts receivable and payable and special projects. Eric works closely with the Chief Financial Officer and the management team on various accounting projects. Eric enjoys spending time with his wife, playing soccer, disc golf and other outdoor activities and watching the Liverpool Football Club. He lives in Greenville, South Carolina.
Cathy, originally from New York, has over 15 years of experience in bookkeeping and accounting support. She earned her Associate Degree (Accounting) from Suffolk County (New York) Community College in 2010. Cathy provides substantial accounting support for WCM Global Wealth, LLC, including accounts payable and bookkeeping assistance. She enjoys reading and resides in Simpsonville, South Carolina.
Cristina holds an Associate Degree in Business Management, and a Human Resource Management certificate. Cristina joined WCM Global Wealth in 2015. Cristina supports the management team in a variety of functions, including administrative support, due diligence projects and company communications. Cristina enjoys photography. She lives in Greenville, South Carolina with her family.
Jeff has been in the financial services business for 49 years providing comprehensive Financial, Exit,
and Estate Planning for business owners, professionals, and affluent individuals. Jeff obtained a Bachelor
of Business Administration from Kent State University. His professional designations include, among others,
Certified Exit Planner (CExP), Certified Financial Planner (CFPTM), Chartered Life underwriter (CLU), Chartered
Financial Consultant (ChFC), and Chartered Property & Casualty Underwriter (CPCU), Certified in Long Term Care
(CLTC). Jeff holds the following licenses; SC Life Insurance, securities licenses Series 7, 22, and 65.
Jeff and his wife, Joan, have been married for 33 years, and together they have three wonderful children and are the
proud grandparents of Finnlee, Stellan and McCoy.
William has more than 10 years of investment and financial services experience.
He received his Bachelor of Arts in 1995 from the University of South Carolina and
Master of Business Administration in 2007 from the Darla Moore School of Business.
William spent 10 years with Robinson-Humphrey Company in Charleston, South Carolina,
as a Financial Consultant and has held various securities licenses, including Series 7, 63,
and currently holds a Series 65. He enjoys playing golf, traveling, cooking, and the outdoors.
William lives in Greenville, South Carolina, with his wife, Laura.
Park has more than 15 years of investment, financial services, and estate planning experience. He received his Bachelor of Science (Economics/Finance) from Illinois College in 2001 and Master of Business Administration from Northern Illinois University in 2005. Park holds the Certified Trust & Financial Advisor (CTFA) certification. In addition, he maintains Series 7 and 66 securities licensing and is a licensed insurance professional. He is an active member of multiple Estate Planning Councils.
Prior to joining WCM Global Wealth in 2016, Park served in Wealth Advisory roles with BB&T Wealth and U.S. Bank's Private Client Group. Throughout Park's career, his focus has been on working with affluent families to clarify their goals and objectives and create actionable plans to achieve them. He has been the recipient of award and recognition for his commitment to client service and team leadership.
Park enjoys spending time with his family, activities that involve the outdoors, and most sports. He and his wife, Dana, are active in their church community. They reside in Greenville, SC with their 3 children.
Congressman Gresham Barrett served in the U.S. House of Representatives representing South Carolina’s 3rd District from January 2003 to January 2011. During his tenure he served on key committees and subcommittees including the Committee on Financial Services, the Committee on Foreign Affairs, the Energy and Commerce Committee, and the Committee on Standards of Official Conduct.
Before Congress, from 1996-2002, he served in the South Carolina House of Representatives from the 1st District. There, he served on the Education and Public Works Committee; Labor, Commerce, and Industry Committee; Rules Committee, and the School Choice Ad Hoc Committee. He also chaired the Ad Hoc Committee on Urban Growth.
Gresham is a member of Nelson Mullins Riley & Scarborough, LLP’s Government Relations Group and its Federal Strategies Team. He has significant federal experience and represents clients before federal, state, and local legislative, regulatory and administrative agencies. He is based in the Firm’s Washington, DC, and Greenville, SC, offices.
A native of Westminster, SC, Congressman Barrett earned a Bachelor of Science degree from the Citadel in 1983. He served in the U.S. Army from 1983-1987, and attained the rank of captain in the field artillery. He is a businessman who formerly ran the family’s furniture store, Barrett’s Furniture Store.
Mack served as Chairman, President and Chief Executive Officer of The South Financial Group, a bank holding company, he founded in 1986. He retired from the company at the end of 2008, and is now an investor and advisor for several entrepreneurial ventures.
Mr. Whittle has served as Chairman of the South Carolina Chamber of Commerce and the Chairman of the Board of Trustees for the University of South Carolina, where he remains on the board. Other affiliations include the President’s Advisory Committee on the Arts at the JFK Center for the Performing Arts in Washington, DC, and many state and community boards including the South Carolina Arts Foundation, The Palmetto Business Forum, South Carolina State Museum Foundation, The Greenville County Art Museum, Midlands Business Leadership Group, The Palmetto Institute, The SC Council on Competitiveness, The Palmetto Trust for Historic Preservation and the Greenville Symphony Advisory Board.
Mack is a Past President of the South Carolina Bankers Association and was named that organization’s “Outstanding Young Banker”. Other honors include the Distinguished Alumni Award from the Darla Moore School of Business at The University of South Carolina, The Whitney Young Humanitarian Award from the Greenville Urban League, and The Entrepreneur of the Year Award from Ernst & Young. In addition, Mr. Whittle created the Carolina First Bank Foundation in 1999 to demonstrate Carolina First Bank’s commitment to elevate the quality of education in South Carolina and other markets served by the Company.
Chad Roach is a successful entrepreneur who has started companies in various fields including precious metals, credit card processing & merchant services, venture capital, and alternative asset investments.
In 2008, Chad founded Cornerstone Bullion, a precious metals firm that meets the rapidly changing needs of the 21st century investor. Because of their highly competitive pricing and uniquely personal service to clients, Cornerstone Bullion quickly became one of America’s fastest growing dealers in gold and silver bullion. Cornerstone Bullion now annually supplies tens of millions of dollars in precious metals to clients across the US and Canada, as well as multiple countries around the world.
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Greenville, SC 29601
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