Experts, Dedicated

A Guided Path Supports Your Long-Term Goals

Devon Bruce

Director

Devon is a Director and Partner at the firm.  He advises individual, family, and foundation clients on investment and financial planning matters. Mindful that every client’s situation is unique, Devon develops investment plans, which include asset allocation, manager selection, and cash flow strategies, that are tailored to personal needs and goals. Devon’s previous experience includes managing high net worth clients at Neuberger Berman and Ayco, a Goldman Sachs Company. 

Devon earned his Bachelor of Arts degree in Economics from Union College and was a four-year member of the Liberty League All-Academic Team as well as captain of the school’s basketball team. He was also a member of the Omicron Delta Epsilon Economic Honor Society. Devon earned an MBA in Finance from Boston University’s Questrom School of Business.