
Brian Devane
Customized institutional and private client investment services
My group navigates the balance between institutionally focused investment management for corporations and private clients.
Our approach is grounded in the belief that asset allocation should drive the majority of the investment experience. We forge a relationship with you based on building trust, formulating a strategic investment plan and enhancing your personal experience.
Drawing on our years of experience in asset management, commercial banking and the debt capital markets, we offer investment services to defined contribution and defined benefit pension plans, working closely with retirement plan administrators and recordkeeping entities to address their complex objectives. Our experience in the nonprofit and hospital communities enables us to structure sophisticated strategies similar to those employed by larger organizations. We emphasize downside risk management. Asking "what could go wrong?" is the bedrock of our decision-making.
We also work with private clients, beginning with an in-depth assessment of your situation, followed by a customized asset allocation and portfolio that encompasses your time horizon, risk tolerance, liquidity needs and tax and regulatory requirements. Cultivating a culture of trust based on respect, understanding your feelings and objectives and adding value, we harness the entirety of our experience to offer guidance on the things that matter most to you. Our mission is to help you stay on track and adhere to your long-term plan during periods of market fluctuation, so you can make decisions based on our strategy rather than on your emotions. We further refine your experience by implementing planning techniques to assist in tax mitigation, trust and estates and retirement planning.
Being responsive and keeping our word are our most paramount values. We have built our reputation based on one client at a time, and the deep relationships we have forged with institutions, individuals and their families are our lasting legacy.
Meet Our Team
Insights

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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now