David Ramsour | Nonprofits Financial Advisor Nashville TN Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
David Ramsour, CFA, CAIA

David Ramsour, CFA, CAIA

Principal

  • Joplin, MO
  • Unbroken: A World War II Story of Survival, Resilience, and Redemption
  • My paternal grandfather, Winston Churchill, and Dave Grohl
  • "Ability is what you're capable of doing. Motivation determines what you do. Attitude determines how well you do it." - Lou Holtz
  • Hard work, integrity, and humor

Financial Advisors

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

Awards & Recognition

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

Industry Involvement

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