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.
David Morris, Managing Director of Greycourt & Co. Inc., expressed his enthusiasm for these developments, stating, "The promotions of Wendy and Owen recognize their professional growth and their strong contributions to Greycourt’s research activities. Their leadership and expertise have been instrumental in driving our clients' success, and we are excited to see them continue to lead impactful engagements.”
Wendy Pan has been with Greycourt for two years and has been working in manager research roles for the past ten years. In addition to Wendy’s talents and work ethic, her network of manager relationships has augmented Greycourt clients’ private equity investment opportunities. She has brought significant creativity to the firm’s efforts around co-investment opportunities.
Owen Zajdel has now been promoted twice since joining Greycourt nine years ago. Owen has been leading Greycourt’s real assets investment efforts for much of that time, adding value to client real estate portfolios and their individual real estate transactions. Owen also brings broader LP investment experience when negotiating investment terms and serving on advisory boards.
Jake Trainor and Luke Zahren are joining Greycourt’s Manager Research team as internally promoted Analysts. We appreciate Jake’s and Luke’s efforts on behalf of clients to date and look forward to their continued growth as they enhance Greycourt’s research capabilities.
"At Greycourt, we are dedicated to recognizing and promoting talent within our organization,” added Morris. "These promotions and additions are a reflection of our ongoing commitment to providing the highest level of service and advice to our clients.”
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.
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Contacts
David Wells, President, at (615) 621-4024 or dwells@greycourt.com
