David C. Wells Jr, CFA
Founder & CEO – Family Capital Strategy (www.familycapitalstrategy.com)
Editor – Fifteen on Friday – Weekly Newsletter
David has seemingly been in consulting since he founded his first company at age 17 helping businesses with technology. During college, he continued consulting with several businesses, and even had the chance to work with The Globe Theatre in London to design their educational programing. He started his career after college at Accenture (Anderson Consulting) working with multi-national financial services clients.
To further pursue his love of strategy, David moved to the world of investment research when he relocated to Nashville in the fall of 2006. Over the following almost 15 years on both the buy and sell-side, David has analyzed hundreds of companies across a broad range of industries. During that time, he established a strategy consulting practice at a boutique investment research firm. Additionally, he is a Chartered Financial Analyst (CFA) charter holder.
Prior to founding Family Capital Strategy, David served on the management team of an almost 20-year old financial services firm in Nashville. In that role, he helped drive a broad range of strategic initiatives and operational improvements to build the platform for further growth and success.”
David serves as Chairman of the Board and Chairman of the Investment Committee of the private trust company of a family owned company in the Midwest. He is also a Board Observer on the same family’s Holding Company board, overseeing operating businesses, real estate, and investment portfolios. In the non-profit world, David serves as Chair of the Board of Nashville Classical Charter School.
An Eagle Scout, David is a magna cum laude graduate of Wake Forest University. He has completed executive education course work on Family Business Governance at Northwestern University’s Kellogg School of Management. He is also a 21/64 Certified Advisor, a unique designation for those who work in an advisory role with multi-generational families. He was recognized in 2017 as one of Nashville’s Forty under Forty, and in 2019 received Nashville’s Emerging Leaders – Financial Services award.