David C. Wells, Jr., CFA

Managing Director at Greycourt & Co., Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Nashville, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • Sep 2023 - Present

      Nashville, Tennessee, United States

    • Government Administration
    • 1 - 100 Employee
    • Board Member / Investment Committee Member
      • Jun 2012 - Present

      Serve in several governance capacities: Private Trust Company (Midwest) - Chair of the Board - Chair of the Investment Committee Private Trust Company (Southeast) - Member of the Board - Investment Committee Family Foundation (Southeast) - Investment Committee Member

    • United States
    • Business Consulting and Services
    • Founder
      • 2019 - Sep 2023

      Greater Nashville Area, TN

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Principal
      • 2017 - 2019

    • Vice President
      • 2016 - 2017

      Greater Nashville Area, TN

    • Managing Partner / Co-Founder
      • 2012 - 2016

      Greater Nashville Area, TN

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director
      • 2011 - 2012

    • Senior Equity Analyst
      • 2009 - 2011

      Greater Nashville Area, TN

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Associate Equity Analyst
      • 2006 - 2009

    • Ireland
    • Business Consulting and Services
    • 700 & Above Employee
    • Analyst
      • 2005 - 2006

    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • Jun 2004 - Aug 2004

Education

  • Wake Forest University
    BS
  • Northwestern University - Kellogg School of Management
    Governing Family Enterprises Executive Education Program

Community

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