Devoe & Company
DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations. We are committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals. Our services include- Consulting - Business Strategy - Succession Planning - Human Capital / Compensation - Transitioning in New Partners - Coaching - Guidance on Capital and Lending - Mergers, Acquisitions, and Sale Transactions - Valuations Twitter: DeVoeCo
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Verified contacts
27
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
5
tools in use
Monthly traffic
301
organic / mo
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Decision-makers and verified team members
27 contacts with verified email or phone · masked until revealed.
- LK
Lynn Kennerly
Director of Operations · Operations
EmailPhone - JL
Jamie Licosati
Investment Banking Associate · Finance & Accounting
EmailPhone - TK
Travis Knapp
Investment Banking Associate · Finance & Accounting
EmailPhone - ZM
Zach McIntyre
Analyst · Finance & Accounting
EmailPhone - AD
A. Douglas Johnson
Managing Director · Finance & Accounting
EmailPhone - AL
Adam Levy
Managing Director · Finance & Accounting
EmailPhone - AM
Aryeh Malitzky
Managing Director · Finance & Accounting
EmailPhone - BG
Brad Grubb
Managing Director · Finance & Accounting
EmailPhone - GR
Gordon Ross
President · General Business & Management
EmailPhone
Showing 9 of 27 verified contacts
Top roles at Devoe & Company
18 distinct titles indexed · top 10 shown.
- 4managing director
- 3investment banking associate
- 2president
- 1accounting
- 1analyst
- 1assistant manager
- 1chief of staff
- 1director of operations
- 1director, partnerships and programs
- 1executive assistant
- +8more titles
Sign up to unlock all 27 contacts at Devoe & Company
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