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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

David DeVoe
CEO and Founder at DeVoe & Company


David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported over 600 firms in consulting, investment banking and valuation engagements. David has been a thought leader on RIA practice management for nearly 20 years and was named the 'RIA M&A Guru' by Barron's magazine.

Prior to DeVoe & Company, was at Schwab Advisor Services where he launched and oversaw Schwab’s Transition Planning platform for over 8 years. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. Before Schwab, David worked in the Strategy Group at American Express. Early in his career, 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.

Agenda Sessions

  • Unlocking Growth Through Compensation Strategies