Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Devon is a Partner in the New York office and has over 20 years of experience in the financial services industry, including investment banking, capital markets, and sales trading. His primary focus is on developing relationships with successful individuals, families, and middle-market businesses.
Prior to joining Cerity Partners, Devon was a Sales Trader and Relationship Manager at OTR Global where he developed, advised, and served Hedge Funds, Trust Banks, and Mutual Funds.
With great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee, directly or indirectly, the financial affairs of the family.
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