About Us
A dedication to the cultivation and preservation of client wealth.
Meet Our Team
David Reidy is the founder and principal of First Growth Financial, an asset management firm specializing in quantitative equity, derivative, and tail risk strategies established in 2019. David served as the Chief Investment Officer of The Parkridge Group and lead portfolio manager for the Dynamic Alpha Strategy. Since co-establishing then The Parkridge Group as an investment adviser in 2012, David has led the development and implementation of a multi asset class approach to alpha generation and risk management for retail and institutional investors.
David Reidy is the founder and principal of First Growth Financial, an asset management firm specializing in quantitative equity, derivative, and tail risk strategies established in 2019. David served as the Chief Investment Officer of The Parkridge Group and lead portfolio manager for the Dynamic Alpha Strategy. Since co-establishing then The Parkridge Group as an investment adviser in 2012, David has led the development and implementation of a multi asset class approach to alpha generation and risk management for retail and institutional investors.
David Reidy is the founder and principal of First Growth Financial, an asset management firm specializing in quantitative equity, derivative, and tail risk strategies established in 2019. David served as the Chief Investment Officer of The Parkridge Group for the Dynamic Alpha Strategy. Since co-establishing then The Parkridge Group as an investment adviser in 2012, David has led the development and implementation of a multi asset class approach to alpha generation and risk management for retail and institutional investors.
As part of his role at Parkridge and later First Growth, David has worked with clients from C-Suite Executives to small business owners to optimize their wealth building strategies and grow their businesses. He has consulted on more than 50 capital market transactions on behalf of clients, providing valuation, cash flow, and process analysis to across a broad range of industries.
Joining First Growth in 2022, Brian Wells has a long career in fundraising and development, particularly working with high-net-worth individuals to align their values, resources, and visions. Living with his family in St. Matthews, Kentucky, Brian is active in his community, his children’s schools, and is thrilled to provide First Growth Capital Partners' clients with thoughtful attention and service.
Joining First Growth in 2024, Patrick brings four decades of financial planning and wealth management experience to the firm. Previously, Patrick was the principal and founder of The Parkridge Group, an independent wealth planner and lawyer, and a Partner at The Ayco Company, LP until its sale to Goldman Sachs & Co. in 2004. Patrick is admitted to the bar in both Pennsylvania and New York State. Patrick received his Bachelor of Arts degree from Boston College in 1981 and his Juris Doctor & MBA from Syracuse University in 1985.
Integrated
Strategy Approach
We merge distinct but overlapping strategies into our portfolio to achieve our consistent risk adjusted results. Our quantitative approach fuses these processes together into impactful exposures leading to risk managed and steady alpha over time.
Utilizes optionality to strive to limit downside in market selloffs. JCAM’s process has both systematic and discretionary elements that have limited our investor’s exposure to downside market events for over 4 years.
Dynamic factor management and continuous bottom up research form the foundation of the equity system. The combination of this strategy with our other processes allows us to focus on long term results without overexposure to crowded trends and factors.
Ready to Take
Your Finances to
The Next Level?
We provide our clients with a holistic, growth-oriented approach to all facets of financial planning: investment management, tax and estate planning, and personal and business consulting.