David DeVoe

Founder and CEO at DeVoe & Company

Speaker

David DeVoe founded DeVoe & Company in 2011 with the mission to help wealth management firms achieve their greatest potential. Since inception, the firm has supported over 900 clients across consulting, investment banking and valuation engagements.

Recognized as a thought leader on RIA practice management for 20 years, David was honored with the title 'RIA M&A Guru' by Barron's magazine. Prior to founding DeVoe & Company, David led Schwab Advisor Services’ M&A services and Strategic client group. Earlier in his career, David worked in the Business Strategy Group at American Express. Prior to business school, he founded and managed several small businesses.

He received his BA from the University of California, Berkeley, and an MBA from Cornell University Johnson Graduate School of Management.