David C. Wells
Managing Director

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 Charter holder, 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 Charter holders become members of the CFA Institute and must comply with the CFA Institute’s Professional Conduct Statement.

Nashville Office

Magna cum laude, Wake Forest University

Executive education coursework on Family Business Governance, Northwestern's Kellogg School of Management

David C. at a Glance
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