David C. Wells, Jr., CFA
Managing Director at Greycourt & Co., Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Nashville, US
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Experience
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Greycourt & Co., Inc.
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United States
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Financial Services
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1 - 100 Employee
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Managing Director
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Sep 2023 - Present
Nashville, Tennessee, United States
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Various private companies
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Government Administration
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1 - 100 Employee
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Board Member / Investment Committee Member
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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
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Family Capital Strategy
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United States
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Business Consulting and Services
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Founder
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2019 - Sep 2023
Greater Nashville Area, TN
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Woodmont Investment Counsel, LLC
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United States
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Investment Management
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1 - 100 Employee
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Principal
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2017 - 2019
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Vice President
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2016 - 2017
Greater Nashville Area, TN
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Managing Partner / Co-Founder
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2012 - 2016
Greater Nashville Area, TN
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Thompson Research Group
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United States
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Financial Services
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1 - 100 Employee
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Director
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2011 - 2012
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Senior Equity Analyst
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2009 - 2011
Greater Nashville Area, TN
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Avondale Partners
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United States
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Investment Banking
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1 - 100 Employee
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Associate Equity Analyst
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2006 - 2009
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Accenture
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Ireland
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Business Consulting and Services
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700 & Above Employee
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Analyst
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2005 - 2006
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Raymond James
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United States
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Financial Services
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700 & Above Employee
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Intern
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Jun 2004 - Aug 2004
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Education
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Wake Forest University
BS -
Northwestern University - Kellogg School of Management
Governing Family Enterprises Executive Education Program
Community
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