No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
???connect.schedule.participant???
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

David DeVoe

DeVoe & Company


Speaker Bio

David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported over 500 firms in consulting, investment banking and valuation engagements since launch. David has been a thought leader on RIA practice management for over 17 years and was recently named an 'RIA M&A Guru' by Barron's magazine.



Previously, he 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 registered investment advisors. During this eight-year period, he provided strategic counsel to over 300 advisors.  Previously, David worked in the Business Strategy group at American Express.



David holds a BA degree from the University of California, Berkeley and an MBA from Cornell University Johnson Graduate School of Management.

Speaker Sessions