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About the Author, Joseph Keating
Joseph Keating is a Senior Vice President and Senior Portfolio Manager for SouthState Wealth. Joe brings extensive experience to SouthState having worked in the financial industry since 1980. He has been nationally recognized for his investment commentary and has worked in a number of organizations as Chief Investment Officer. Joe returns to SouthState where he formerly served for 10 years as Chief Investment Officer of CenterState Bank prior to the merger of equals in 2020. He also held the position of Chief Investment Officer at Old Kent Financial in Grand Rapids, Michigan for 14 years and started his career as an Economist at the Federal Reserve Bank of Chicago.
Joe received his bachelor's degree in economics with highest honors from DePaul University and received his master's degree in economics from the University of Illinois at Urbana-Champaign.
Joe received his bachelor's degree in economics with highest honors from DePaul University and received his master's degree in economics from the University of Illinois at Urbana-Champaign.
About the Author, Brian Barker
Brian is the Chief Investment Officer for South State Wealth. He leads the team of portfolio managers delivering customized investment advice to South State's Wealth clients.
Prior to joining South State Bank in 2009, Brian was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina. Brian graduated from Clemson University with a B.S. in Economics. He received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
Prior to joining South State Bank in 2009, Brian was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina. Brian graduated from Clemson University with a B.S. in Economics. He received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
About the Author, Martin McWilliams III
An Associate Portfolio Manager, Martin focuses on supporting the investment process of the Portfolio Management team by helping to inform and guide their outlook, strategy and recommendations. He also facilitates client communication by co-authoring commentary. Martin has worked in investment management since 2008, when he graduated from the University of Virginia with a degree in Economics, and gained the bulk of his experience performing investment analysis for a hedge fund in New York City.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts. A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts. A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
About the Author, Joseph Keating
Joseph Keating is a Senior Vice President and Senior Portfolio Manager for SouthState Wealth. Joe brings extensive experience to SouthState having worked in the financial industry since 1980. He has been nationally recognized for his investment commentary and has worked in a number of organizations as Chief Investment Officer. Joe returns to SouthState where he formerly served for 10 years as Chief Investment Officer of CenterState Bank prior to the merger of equals in 2020. He also held the position of Chief Investment Officer at Old Kent Financial in Grand Rapids, Michigan for 14 years and started his career as an Economist at the Federal Reserve Bank of Chicago.
Joe received his bachelor's degree in economics with highest honors from DePaul University and received his master's degree in economics from the University of Illinois at Urbana-Champaign.
Joe received his bachelor's degree in economics with highest honors from DePaul University and received his master's degree in economics from the University of Illinois at Urbana-Champaign.
About the Author, Brian Barker
Brian is the Chief Investment Officer for South State Wealth. He leads the team of portfolio managers delivering customized investment advice to South State's Wealth clients.
Prior to joining South State Bank in 2009, Brian was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina. Brian graduated from Clemson University with a B.S. in Economics. He received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
Prior to joining South State Bank in 2009, Brian was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina. Brian graduated from Clemson University with a B.S. in Economics. He received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
About the Author, Martin McWilliams III
An Associate Portfolio Manager, Martin focuses on supporting the investment process of the Portfolio Management team by helping to inform and guide their outlook, strategy and recommendations. He also facilitates client communication by co-authoring commentary. Martin has worked in investment management since 2008, when he graduated from the University of Virginia with a degree in Economics, and gained the bulk of his experience performing investment analysis for a hedge fund in New York City.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts. A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts. A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
Important Legal Disclosures and Information
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SouthState Wealth is a trade name (doing business as) of SouthState Private Capital Management LLC (“SSPCM”). SSPCM is a wholly owned subsidiary of SouthState Bank, N.A., doing business as SouthState. SouthState Wealth represents the collective wealth management departments and subsidiaries of SouthState. This material is furnished for use by SouthState Wealth clients and subscribers to this report, and may not be redistributed, retransmitted, or disclosed without our express written consent. Any unauthorized use is prohibited. Neither SouthState Bank, N.A. nor any director, officer or employee of SouthState Bank, N.A. accepts any liability for any direct, indirect or consequential damages or losses arising from any use of this material. Nothing herein constitutes an offer or recommendation to buy or sell any security.
We do not provide legal, tax, or accounting advice. Information in this material is based on sources deemed reliable but which have not been independently verified. Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by SouthState Wealth), or any non-investment related content, made reference to directly or indirectly in this material will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Index results assume the reinvestment of all dividends and interest; no index can be directly purchased or sold. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice from SouthState Wealth.
Our affiliates, officers, directors, employees, including individuals involved in the preparation or issuance of this material, may own, buy, or sell securities of companies reflected in this material.
Investment products: Not FDIC Insured – No Bank Guarantee – May Lose Value – Not insured by any federal government agency.
