Greycourt Unveils Strategic Growth Initiatives for Future
Greycourt's Strategic Growth Announcements
Greycourt & Co., Inc., a leading advisor to ultra-high net worth families and family offices, has made remarkable strides in its organizational structure to bolster its position and enhance its service quality. The firm has unveiled several key developments aimed at supporting its long-term growth ambitions.
Promotion of Senior Management
Leadership Enhancements
One of the most notable changes effective from a specified date, is the promotion of David Wells to President of Greycourt. Having joined the firm in 2023 through its acquisition of Family Capital Strategy, a consulting practice, David is now set to steer the firm towards new strategic heights. His focus will center around implementing vital initiatives while maintaining his role as a senior advisor to clients, ensuring that their needs continue to be met with the utmost care.
CEO Matthew Litwin praised David's qualities, saying, “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.”
Expansion of Advisory Team Leadership
New Head of Advisory Team
In another significant announcement, Jeff Moyer has been appointed as Head of Greycourt’s Advisory Team. With 16 years of experience with Greycourt, Jeff has been instrumental in contributing to the firm’s client portfolios. His new role will involve leading advisors while enhancing practices that improve client services and foster talent within the advisory team.
Office Expansion in Texas
Growth in New Markets
To further its objectives for expansion, Greycourt has opened a new office in a rapidly growing Texas city. John Bownds, a CFA, has been brought on board as a Senior Associate Advisor to manage and serve a client base not only in Texas but also throughout the United States. The decision to establish a presence in this burgeoning market reflects the firm's commitment to meet the evolving needs of large family offices.
“Central and Southern Texas are among 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,” David Wells stated.
New Talent Joining the Research Team
Director of Public Equity Strategies
Greycourt's commitment to building a robust research team is further highlighted by the addition of Reedhina Parekh, who will take on the role of Director overseeing public equity strategies. With a wealth of knowledge and 17 years' experience in investing, Reedhina's previous roles at prestigious institutions demonstrate her capabilities. David Morris, Managing Director and Head of Manager Research, commented positively on Reedhina’s hiring, emphasizing her potential to enhance their investment research platform.
Looking Forward
As outlined by CEO Matthew Litwin, “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.”
About Greycourt & Co., Inc.
Founded in 1988, Greycourt stands as one of the premier independent investment advisory firms in the United States. The firm's dedication to providing exceptional investment advisory services to ultra-high net worth families, family offices, and select institutions is carried out through its offices across various locations.
Frequently Asked Questions
What recent changes have been made at Greycourt?
Greycourt has promoted David Wells to President and appointed Jeff Moyer as Head of the Advisory Team, among other strategic changes.
Why has Greycourt opened a new office in Texas?
The new office in Texas aims to tap into the growing family office market in the region and better serve clients.
Who is Reedhina Parekh?
Reedhina Parekh is the new Director covering public equity strategies, bringing 17 years of investment experience to Greycourt.
What does Greycourt specialize in?
Greycourt specializes in providing investment advisory services to ultra-high net worth families and family offices.
When was Greycourt founded?
Greycourt was founded in 1988 and has since grown into a significant player in the investment advisory sector.
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