Brian DevaneBrian Devane, AIF®
Executive Director
Wealth Advisor

"Trust is at the core of all of my relationships. I am inspired when clients tell me ‘We could not have done this without you."

About Brian

Brian Devane is an Executive Director and Wealth Advisor with J.P.

Morgan Wealth Management. He brings an evidence-based and analytical perspective to serve the investment advisory needs of institutional clients, business owners, high-net-worth individuals and affluent families.

Brian works closely with investors and retirement plan fiduciaries to deliver tailored asset management strategies that target their specific objectives. He leverages the investment programs, award-winning research team1 and professional resources of J.P. Morgan to address clients' needs for sophisticated and well-researched portfolios. Brian is a person of character and integrity whom his clients rely upon to keep their interests front and center. He exhibits a talent for communicating concepts in a precise yet personalized manner.

With a finance career spanning over 35 years, Brian began in corporate banking and held senior leadership roles in that discipline. Twenty years ago, he pivoted to an asset management focus to work in a more consultative and rewarding corner of advisory guidance. Brian joined Sanford Bernstein's investment management division before moving to J.P. Morgan' predecessor firm, Bear Stearns Inc. He blends his credit, lending and risk management background to help guide clients through periods of market uncertainty.

Brian is a graduate of the United States Naval Academy, where he earned a B.S. degree. Before entering the banking industry, he served seven years on active duty in the U.S. Navy in both sea and shore commands. Brian received an M.B.A. in Finance and International Business from the University of Illinois at Chicago. He holds the Accredited Investment Fiduciary® (AIF®) designation, which demonstrates his knowledge of and ability to apply Fiduciary Practices.

A native of Chicago, Brian and his wife live in Wheaton and have five grown children. Deeply committed to his family, clients and community, he is a former member of the Board of Trustees of LaRabida Children's Hospital, where he served for over ten years. Brian has been a volunteer mentor at Childserv in DuPage County.

1. Source: J.P. Morgan ranked #1 as the All-America Research Team, *Institutional Investor,*2019.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.



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