David is a Managing Director at Greycourt, a member of the advisory team and serves as a member of the management and investment committees. As a senior client advisor, David advises wealthy families and institutional clients on investment strategy and portfolio construction.
Prior to Greycourt, David was CEO and founder of Family Capital Strategy (FCS), a consulting firm to ultra-high net worth families based in Nashville. Prior to founding FCS, he was a partner at a large asset management firm after spending many years as a fundamental investor and analyst.
David has and continues to serve in a broad range of governance roles. Currently, he serves as Chair of the Board for a midwestern Private Trust Company, board member for a Southeastern Private Trust Company, and an Investment Committee Member for a Foundation. He is also on the Board of 21/64, a national practice advising family philanthropies.
He was recognized in 2017 as one of Nashville’s Forty under Forty and in 2019 as a recipient of a Nashville Emerging Leader Award – Financial Services Industry. In 2020, he was recognized by the Nashville Post as part of their All Star Board.
David is a Chartered Financial Analyst (CFA®) charter holder.
Chartered Financial Analyst® (CFA®)
The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management and wealth planning. To be eligible to become a CFA Charterholder, an individual must have a Bachelor’s degree followed by a combination of 4,000 hours work experience and/or higher education and is required to successfully pass three exams. CFA Charterholders become members of the CFA Institute and must comply with the CFA Institute’s Professional Conduct Statement.