Devon Pearson

Investment Research Analyst

Professional Memberships

CFA Society Boston

Designations

Chartered Financial Analyst Level II Candidate

Education

Boston College, MBA, Masters in Finance
University of Rhode Island, BA in Finance and French

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.

Professional Memberships

CFA Society Boston

Designations

Chartered Financial Analyst Level II Candidate

Education

Boston College, MBA, Masters in Finance
University of Rhode Island, BA in Finance and French

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