Devin has been a financial advisor with the Velnoskey Wealth Management Group of Janney Montgomery Scott since 2022. As a Certified Exit Planning Advisor (CEPA®), he counsels clients in strategic exit planning, and connects them to his network of experienced professionals. This network includes value growth advisors, CPAs, insurance professionals, and more—all of whom assist business owners create value and growth.

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In his role as a Certified Financial Planner (CFP), Devin collaborates with owners to help them understand their “Wealth Gap” and other financial planning issues/considerations.

Devin began his financial services career in 2009. Before joining the Velnoskey Wealth Management Group, he was a Senior Portfolio Strategist for a 400-billion-dollar asset management firm. There, he provided his global clientele of consultants and investors with actionable insights on multi-asset portfolio construction, asset allocation, investments, and manager selection. He holds a degree in Economics from Fordham University, as well an MBA in Finance & Accounting from Regis University. Outside of work, Devin is an active member of his community and patron of the arts, alongside his wife, Jennifer. The couple also enjoys outdoor activities with their two Cavalier King Charles Spaniels, Beaumont and Dash.