Client Advisory

Biography

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.

 

Education

  • B.S. in Finance and Investments from Babson College
  • MBA from The Stern School of Business at New York University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.