Devon Francis, CIMA®, CSRIC®
Managing Director
Devon services institutional clients by providing advice and counsel on all areas of fund oversight including asset allocation, portfolio structure, spending policy, rebalancing, and overall investment policy. She focuses primarily on endowment and foundation clients, while serving as a resource on ESG investing. Devon is an active member of the firm’s Endowment & Foundation Business Council and the Mission-Aligned Investing Council. Additionally, she served as the podcast host for our Nonprofit Investment Stewards podcast series. She joined the firm LLC in 2006.
Prior to joining the firm, Devon worked with the PRIME Asset Consulting Group at UBS Financial Services. She received an M.Ed. from the University of New Haven and a BA from Duke University. She obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Additionally, Devon obtained the Chartered SRI Counselor™ (CSRIC®) designation.
Prior to joining the firm, Devon worked with the PRIME Asset Consulting Group at UBS Financial Services. She received an M.Ed. from the University of New Haven and a BA from Duke University. She obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Additionally, Devon obtained the Chartered SRI Counselor™ (CSRIC®) designation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
