PITTSBURGH--(BUSINESS WIRE)--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.
Senior Management Promotions
Effective October 1st, 2024, David Wells has been promoted to President of the firm. David joined the firm in 2023 following Greycourt’s acquisition of Family Capital Strategy, a specialized family office consulting practice. As President of Greycourt, he will focus on implementing strategic initiatives to support the firm’s continued growth. David will continue to serve as a senior advisor to the firm’s clients and will remain actively engaged in Greycourt’s business development efforts.
“David’s intellect, character, and thoughtful optimism are emblematic of the qualities we seek from all our team members. I am confident he will do a great job in assuming this important senior leadership role,” said Matthew Litwin, CEO.
Greycourt is also pleased to announce that Jeff Moyer, Managing Director, has been named Head of Greycourt’s Advisory Team. Jeff is a thoughtful and seasoned advisor to clients and has made numerous contributions to client portfolios and Greycourt processes over the past 16 years. In his expanded role, he will lead the firm’s advisors and associate advisors, focusing on process improvement and developing advisory talent.
Welcoming John Bownds to our new office in San Antonio, Texas
To further support the growth of the firm, Greycourt is pleased to announce it has opened a new office in San Antonio, Texas. John Bownds, CFA has joined Greycourt as a Senior Associate Advisor and will be based in the new office. John is a Chartered Financial Analyst (CFA) and will be focusing on serving clients in Texas and elsewhere in the U.S.
“Central and Southern Texas are some of the fastest growing metropolitan areas in the country. We see tremendous opportunity in Texas and we are excited to establish a permanent presence to better serve large and sophisticated family offices in the region,” said David Wells, President.
Reedhina Parekh joining firm as Director
Greycourt is also pleased to announce that Reedhina Parekh has joined the firm as a Director covering public equity strategies in the firm’s manager research group. Reedhina is a tenured professional with 17 years of investing experience. Prior to Greycourt, Reedhina was at the NorthShore University HealthSystem endowment and, earlier, at Evanston Capital Management in Chicago.
“Greycourt continues to build out its research team to support our valued clients. I have enjoyed getting to know Reedhina during our hiring process and am confident that her demeanor, experience, and investment approach will support our efforts to build a leading investment research platform for our clients. I am excited to welcome her to the team,” said David Morris, Managing Director and Head of Manager Research.
“All of these announcements attest to the growth and opportunity that Greycourt sees in serving the largest and most sophisticated family offices. Our firm’s independence, creativity, and expertise continue to differentiate how we serve ultra-high net worth families.”
-Matthew Litwin, CEO
About Greycourt & Co., Inc.
Founded in 1988, Greycourt is one of the premier independent investment advisory firms in the United States. Greycourt provides investment advisory services to ultra-high net worth families, family offices and select institutions from its four offices in Pittsburgh, Pennsylvania, Portland, Oregon, Nashville, Tennessee and San Antonio, Texas.
