About Us
Discover our finance firm and meet the exceptional team driving our success in trading securities
Our Story
Forest Capital’s predecessor was founded by David McClure, CPA/CFP/PFS and Julien Booth in 2003 to offer clients personalized investment management in a financial world increasingly dominated by packaged investment products such as mutual funds and exchange traded funds (ETFs). By investing in individual securities (stock and bonds), we seek to create customized client portfolios while minimizing transaction costs and fees associated with mutual funds and ETFs. Individual bond holdings allow us to manage duration risk for clients, which directly impacts portfolio volatility in a rapidly changing interest rate environment.
In June of 2024, Forest Capital added David McClure as Managing Officer and Chief Compliance Officer of the firm, and appointed Dimitri Triantafyllides, CFA as Chief Investment Officer and Portfolio Manager on all client accounts. Rounding out the team are Dana Coulter, Forest Capital’s business manager who was named Chief Administrative Officer, and Karen Wright who continues to serve as trade support and settlement, assisting Dana Coulter with client notifications and inquiries.
Our Team
David McClure, CPA, PFS, CFP
David founded Forest Capital’s original predecessor in 2003 while building his CPA practice, McClure CPA, PA. David grew and successfully operated his practice over three decades, eventually merging with BRC CPA out of Greensboro, NC, an Accounting Today Top 200 firm. Over his career has supervised tax work for more than 1000 individual, corporate, partnership and fiduciary returns; has provided representation for clients during IRS audits at initial and appellate level exams; has structured M&A agreements, estate/gift planning and related transactions; and offered succession and estate planning for high-net-worth families and businesses. David brings hands-on financial officer known-how and a deliberate and focused approach to organizational growth from startup to merger exit. He has exemplary technical experience in taxation, estate planning, succession planning, investments and, financial and operational business strategy. He earned a Bachelor of Science in Accounting from Auburn University in 1988 and a Master’s in Business Administration from the University of North Carolina at Charlotte in 1993. David is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants and is Assistant Scout Master /Committee Member for the Boy Scouts of America.
Dimitri Triantafyllides, CFA
Dimitri has been affiliated with Forest Capital and its predecessors since 2010. He has over 30 years of experience in both debt and equity security analysis. He has analyzed all parts of the capital structure, including equities, bonds, convertible bonds, bank debt and credit default swaps. He has performed private company valuations since 2011. In 2008 he founded Sixty Guilders Management; a research, advisory, and valuation firm. Prior to this, he was a fixed income sell side analyst with Wachovia Capital Markets (now Wells Fargo). He started his career as an equity analyst for Interstate/Johnson, a Southeast-focused broker-dealer. He has held the Chartered Financial Analyst designation since 1996. He earned a Bachelor of Science in Business Administration from Oregon State University in 1987 and a Master’s in Business Administration from the University of North Carolina at Charlotte in 1993. Since 2009, he has been a board member of the University of North Carolina at Charlotte (UNCC) Investment Fund and is currently serving as Vice Chairman.
Dana Coulter
Dana has served as both the Operations Manager and Compliance Officer for Forest Capital since 2014. With a vast knowledge base, strong integrity and more than a decade of experience, she is the primary point of contact for client inquiries and assistance. Dana is dedicated to delivering exceptional service and ensuring client satisfaction. Now that her children are grown and she finally has spare time, you’ll find Dana working in her garden and enjoying every second with her husband.
Karen Wright
Karen has been with Forest Capital since 2018. She earned a Bachelor of Arts degree in Finance with a minor in Computer Information Science from Converse College in 1990. She is our Back Office manager running the Trade Desk and assists with Client Relations. She also has a strong background in Customer Service and software training. After taking time off to raise her family, Karen now enjoys reading, spending time with friends and getting back into pottery.