David Ramsour, CFA, CAIA

Principal

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

David Ramsour is an endowment, foundation, and nonprofit financial advisor based in Nashville, TN.

CAPTRUST welcomed David to our team in 2021 as a principal. He brings over 20 years of experience in providing investment advisory services to institutional clients. At CAPTRUST, David helps endowments, foundations, healthcare institutions, family offices, and corporate retirement plans to achieve their goals and objectives while fulfilling their fiduciary duties.

He joined us from Ellwood Associates—a comprehensive financial services firm. David served as a senior consultant at the firm and as director of alternative manager research. In this role, David relied heavily on in-depth qualitative and quantitative analysis, leading the due diligence process to identify, evaluate, and make investment recommendations to add value to client portfolios. He was also a member of the outsourced chief investment officer (OCIO) committee responsible for overseeing the decisions and implementation of OCIO client portfolios.

Prior to joining Ellwood, David worked as an investment advisor at Edward Jones and as a risk manager at Ronin Capital. He earned a Bachelor of Business Administration degree in management information systems from the University of Notre Dame.

Education

  • Bachelor of Business Administration degree in management information systems from the University of Notre Dame

Industry Designations

  • Chartered Financial Analyst
  • Chartered Alternative Investment Analyst

Industry Involvement

  • CFA® Institute
  • CFA® Society of Nashville
  • Chartered Alternative Investment Analyst Association

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Nashville)

Webinar

How Nonprofits Can Navigate Volatility (Webinar Recording)

For endowment and foundation board members and executives, this webinar explores financial strategies that can help your organization stay resilient throughout market volatility.

Watch Now

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.