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Tim Kochis

DeVoe & Co.


Speaker Bio

With 45 years of experience in the wealth management industry, Tim Kochis is recognized as a leader and influencer. He is a special advisor at DeVoe & Company, where he is helping build a comprehensive succession and continuity platform.



Previously, Mr. Kochis was the chief executive officer and chairman at Aspiriant. Before that, he co-founded Kochis Fitz, which merged with Quintile to form Aspiriant. Earlier he led the wealth management practices at Bank of America and Deloitte. He was a co-founder of the Personal Financial Planning program at the University of California, Berkeley. Mr. Kochis was the inaugural recipient of the Charles Schwab IMPACT Award, and has received the P. Kemp Fain Award from the Financial Planning Association®. He is the author of the best-selling book Success & Succession. Mr. Kochis has a bachelor’s degree from Marquette University, a master of business administration degree from the University of Chicago, and a juris doctor degree from the University of Michigan.

Speaker Sessions