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.
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 AllEvelyn V. Moreno
Partner / Practice Group Leader, Private Clients- Boston
- Office:+1 617.345.6157
- emoreno@nixonpeabody.com
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