David DeVoe

Founder and Managing Director, DeVoe & Company
David DeVoe
David DeVoe founded DeVoe & Company in 2011, where he is currently Managing Director. David has been a thought leader on RIA practice management for over 16 years and was recently called 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. As part of this role, David also oversaw the Strategic Business Development sales team, which manages relationships with Schwabs large, complex clients. The groups segments included large national clients, consolidators, independent broker-dealers and TAMPs, custodying over $130B in assets at Schwab.

Previously, David was Director of Practice Management Programs at Schwab Advisor Services. He was responsible for developing and managing a suite of programs to help advisors with business-critical issues, including transition planning, compliance and human capital. Prior to this role, he led product strategy for Schwab Private Client.

Before joining Schwab, David worked in the Strategy and Business Development Group at American Express, where he focused on business strategy and evaluating acquisition opportunities. Early in his career, he founded and managed several small businesses. David holds a BA degree from the University of California, Berkeley, and an MBA from Cornell University Johnson Graduate School of Management.