Meet David

David is a Managing Director at Greycourt.    Prior to joining Greycourt in 2023, David founded Family Capital Strategy, a strategy consultancy for family offices in 2019.  Previously, David was a partner at a large asset management firm in Nashville 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.

David’s Story

David has loved using strategic insights to drive organizations forward for as long as he can remember.  Across his background as a multiple entrepreneur, board member of both for and not-for profit organizations, and an author, his focus is on helping to clearly distill the questions organizations face and then formulate an appropriate response.

After interning as a high school student with a publicly traded technology company, David founded his first company while in high school providing technology consulting to local businesses. Since then, he has helped build organizations of all types including:

  • Large, multi-national financial services firms
  • Private equity funds
  • Regional wealth management firms
  • Education focused non-profits

Originally from Virginia, David currently lives in Nashville TN, with his wife Meredith.  They have three children: Henry, Eliza, and James.

Books Read Annually

Businesses Started

Prior Board Roles

Rounds of Golf in 2022


  • BS from Wake Forest, Magna Cum Laude, Beta Gamma Sigma
  • Executive Ed course work at the Kellogg School of Management


  • Chartered Financial Analyst Charterholder
  • 21/64 Certified Advisor
  • Eagle Scout


  • 2017 – Nashville Forty Under Forty
  • 2019 – Nashville Emerging Leader – Financial Services
  • 2020 – All Star Board Member – Nashville Post

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Nashville, TN