David C. Wells, Jr.
Strategist – Adviser – Author
David has loved using strategic insights to drive organizations forward for as long as he can remember. Across his background as a 4x entrepreneur, board member of 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.
David began consulting after founding his first company in high school helping businesses with technology. 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
In 2019, he founded Family Capital Strategy to work with family members and executives of family offices / family-owned companies to help them think strategically about wealth and build world-class family wealth management organizations. Prior to founding the firm, 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. David is the Chairman of the Board and Chairman of the Investment Committee for the private trust company of a 75 member Midwestern family. As well, he currently serves as Chairman of the Board of Nashville Classical Charter School, one of the top-performing schools in the state of Tennessee. He is also on the Board of 21/64, a national practice advising family philanthropies.
An Eagle Scout, David is a graduate of Wake Forest University, magna cum laude, Beta Gamma Sigma. He has completed executive education course work on Family Business Governance at Northwestern University’s Kellogg School of Management. Additionally, he is a Chartered Financial Analyst (CFA) charter holder. He is also a 21/64 Certified Advisor 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 as a recipient of a Nashville Emerging Leader Award – Financial Services Industry. In 2020, he was recognized by the Nashville Post as part of their All Star Board.
When Anything is Possible
Wealth and the Art of Strategic Living
However wealth arrives, whether made or inherited, it can be a disorienting and worrying experience. There are a new set of nearly limitless choices to be made with limited guidance on how to make them. Moreover, you may feel as if you face those choices alone, if friends, peers, and family are not in similar financial circumstances. What to do?
When Anything is Possible is the guidebook for the wealthy about how to engage strategically with their wealth.
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