Focus Area
Devon’s primary responsibility is to conduct macro-level research and analysis on for portfolio positioning across the firm. He constructs quantitative analytics for all active and passive funds used in client portfolios, and identifies the impact of potential portfolio changes as it relates to manager research and due diligence.
Experience
Prior to joining the Investment Research team, Devon served in a variety of roles at Fiduciary. Most recently, he was a member of the Portfolio Solutions team, where he worked with Investment Officers to create customized trading strategies for individual client accounts. Before joining Fiduciary, he worked at Brown Brothers Harriman.
Personal
Devon is originally from northern New Hampshire, where he spends much of his free time hiking with his wife and two dogs. He and his family currently reside in Barrington, RI. Devon is also an avid skier, golfer, and guitarist.