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David Devoe

DeVoe & Company


Speaker Bio

As the founder of DeVoe & Company, David DeVoe’s mission is to help wealth management companies optimize their business decisions. The company has supported over 200 firms in valuation, consulting, and investment banking engagements since its launch in 2011.



Previously, Mr. DeVoe served as managing director of strategic business development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s transition planning platform, which provides comprehensive M&A and succession planning services to RIAs. He also provided strategic counsel to hundreds of advisors. Prior to that, he worked in the Business Strategy Group at American Express. Mr. DeVoe holds a master of business administration degree from Cornell University Johnson Graduate School of Management and a bachelor’s degree from the University of California, Berkeley.

Speaker Sessions