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Greycourt & Co., Inc. Announces Organizational Developments and Welcomes New Senior Executives

PRIVATEOct 02, 2024•over 1 year ago

Position

Advisor

Company

Greycourt & Co., Inc.

Jeff Moyer
PittsburghFinance

Description

Greycourt & Co., Inc. announces several organizational developments, including the promotion of David Wells to President, the appointment of Jeff Moyer as Head of Advisory Team, the opening of a new office in San Antonio, Texas, and welcoming new executives John Bownds and Reedhina Parekh.

Company Information

Company

Greycourt & Co., Inc.

Location

Pittsburgh, Pennsylvania, United States

About

Greycourt is an independent advisory firm comprised of a team of investors who simplify complex situations for our clients. Family wealth is our specialty, and we understand the importance of integrating investment strategies with tax and estate planning structures. We are investors first, and our diverse investment experience across our team provides an ideal balance of boldness and decisiveness in investing for our clients. We believe our independent business model is where the industry is heading, and we have focused on building a multigenerational firm to serve generations of clients.

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