Greycourt & Co., Inc. Announces Additional Leadership in the Southeast
Greycourt & Co., Inc., a leading investment advisor to ultra-high net worth families and family offices, is pleased to announce that Stacy Haislip, CFA, has joined the firm as a managing director in Greycourt’s Nashville, Tennessee office.
Greycourt Announces Manager Research Team Promotions and New Additions to the Team
Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, is pleased to announce the promotions of Wendy Pan and Owen Zajdel, each from Director to Principal. In addition, Manager Research is excited to expand the team with two new Analysts, Jake Trainor and Luke Zahren. These strategic moves underscore Greycourt's commitment to excellence in serving its ultra-high net worth client base.
Greycourt Announces Developments to Support Firm’s Growth
Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, is pleased to announce several organizational developments related to the firm’s long-term growth plans.
Greycourt acquires Family Capital Strategy, names David Wells as a managing director, opens Nashville, TN office
Greycourt & Co., Inc., investment advisor to US and Canadian ultra-high net worth families and family offices, is pleased to announce that it is acquiring Nashville, TN based Family Capital Strategy (FCS), a well-established consultant to ultra-high net worth families. As founder and CEO of FCS, David Wells will join Greycourt as a managing director and serve as a senior client advisor to existing and future Greycourt clients. David will join Greycourt’s management and investment committees.
Greycourt Hires Wendy Pan, Senior Research Professional
Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, is pleased to announce that Wendy Pan has been hired as a director in Greycourt’s Portland, Oregon office. Ms. Pan is a senior member of the firm’s manager research group and will focus on private equity investments.
Greycourt Announces Advisor Promotions
Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, is pleased to announce that, effective January 1st, 2022, Jeffrey Moyer, CFA, and Jared Zeigler, CFA, have both been promoted to Managing Directors at Greycourt.
Greycourt Announces Leadership Transition
Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, is pleased to announce several organizational changes related to the firm’s long-term growth plans.
