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    1. Home
    2. People
    3. Devon Pearson

      People
    1. Home
    2. People
    3. Devon Pearson

      People

    Devon Pearson, CFA

    Portfolio Manager


    • Boston
    • Office+1 617.345.6027
    • dpearson@nixonpeabody.com
    • Download vCard

    Introduction

    Devon manages client portfolios for individuals and families to help them achieve both near- and long-term financial goals, such as wealth preservation and generational transition. He is also a member of the Investment Team where he contributes toward the asset allocation framework of the firm and monitors levels of total risk across client accounts. 

    Practice Areas

    Private Wealth & AdvisoryInternational Private ClientsTrusts, Wills & EstatesWealth Management

    /My focus

    I help clients navigate the complexities of managing globally diversified investment portfolios. My focus is to understand each client’s unique set of personal and financial goals and achieve them in a way that is tax-efficient and risk optimized.

    /Looking ahead

    I anticipate a continuing rapid expansion in both the variety and quantity of investment vehicles within the industry. Consequently, the need for professional due diligence and asset selection has never been higher.

    /Education

    Boston College Carroll School of Management, M.B.A.
    Boston College Carroll School of Management, MSF
    University of Rhode Island, B.S., Finance
    University of Rhode Island, B.A., French

    /Professional activities

    • CFA charterholder
    • Member, CFA Society Boston

    Professionals in the Practice Area

    View All
    • Evelyn V. Moreno

      Partner / Practice Group Leader, Private Clients
      • Boston
      • Office:+1 617.345.6157
      • emoreno@nixonpeabody.com
      Evelyn V. Moreno
    • Sarah M. Richards

      Counsel
      • Boston
      • Office:+1 617.345.6082
      • srichards@nixonpeabody.com
      Sarah M. Richards
    • Stephanie T. Seiffert

      Partner
      • Rochester
      • Office:+1 585.263.1058
      • sseiffert@nixonpeabody.com
      Stephanie T. Seiffert
    • Jay D. Rosenbaum

      Partner
      • Boston
      • Office:+1 617.345.1269
      • jrosenbaum@nixonpeabody.com
      Jay D. Rosenbaum
    • Deborah L. Anderson

      Partner
      • Boston
      • Office:+1 617.345.1206
      • danderson@nixonpeabody.com
      Deborah L. Anderson
    View All

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