CEO and Founder
DeVoe & Company
David DeVoe founded DeVoe & Company in 2011 to help RIAs optimize their business decisions. The company has supported 600+ firms with consulting, M&A guidance, and valuations. David has been a thought leader on RIA practice management for 18 years and was named the 'RIA M&A Guru' by Barron's.
Previously, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to RIAs. Before Schwab, David worked in the Strategy Group at American Express.
David holds a BA from the University of California, Berkeley, and an MBA from Cornell University Johnson Graduate School of Management.
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Monday, December 12, 2022
2:00 PM – 3:00 PM PDT