“I am dedicated to guiding clients through the complexities of global investing, helping them preserve and grow their wealth while achieving their unique financial goals, including seamless wealth transfer across generations. By deeply understanding each client’s distinct needs and risk profile, I develop tailored strategies that optimize returns while minimizing taxes and overall portfolio risk.”

Devon helps clients understand and manage the intricacies of globally diversified investment portfolios, guiding them through achieving both immediate and long-term financial objectives. As a member of the Investment Team, he contributes to the firm’s asset allocation framework, equity research, and monitors overall risk levels across client accounts.

His approach is centered on understanding each client’s distinct personal and financial goals, tailoring investment strategies to meet their unique needs in a tax-efficient and risk-optimized manner.

Before joining Nixon Peabody Trust Company, Devon was an Investment Research Analyst at Fiduciary Trust Company, a wealth management firm in Boston, where he focused on the manager research and due diligence efforts, asset allocation, and portfolio strategy. Prior to Fiduciary, he worked at Brown Brothers Harriman.

Devon is a CFA charterholder and a member of the CFA Society of Boston.

Education

• Boston College Carroll School of Management, MBA

• Boston College Carroll School of Management, MSF

• University of Rhode Island, BS, Finance

• University of Rhode Island, BA, French