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DeVoe & Company Appoints Industry Veteran Tom Valverde as Managing Director
Published on
Mar 9, 2026
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Sep 3, 2024
DeVoe & Company Advises Benchmark Wealth Management on its Sale to Mercer Advisors
2024
2024-09-03
2025 talent management report
Jul 17, 2024
DeVoe & Company Advises Boston Harbor Wealth Advisors on its Sale to World Investment Advisors
2024
2024-07-17
2025 talent management report
Jul 9, 2024
DeVoe & Company Advises Arnerich Massena on its Merger with Coldstream
2024
2024-07-09
2025 talent management report
May 8, 2024
DeVoe & Company Expands Executive Team with Key Leadership Hire: RIA Industry Expert Tony Parkin Joins Firm as President
2024
2024-05-08
2025 talent management report
Apr 2, 2024
DeVoe & Company Advises Wacker Wealth Partners on its Sale to EP Wealth Advisors
2024
2024-04-02
2025 talent management report
Mar 19, 2024
DeVoe & Company Expands Executive Team with Key Marketing Hire - Seasoned Investment Banking Marketing Professional Jennifer Sransky Joins Firm as Head of Marketing
2024
2024-03-19
2025 talent management report
Mar 4, 2024
DeVoe RIA Deal Book Alert™ - In a Reversal, M&A Activity Starts 2024 Strong
2024
2024-03-04
2025 talent management report
Jan 25, 2024
DeVoe Releases RIA Deal Book™ - Q4 2023
2024
2024-01-25
2025 talent management report
Dec 14, 2023
DeVoe & Company Supports New England Pension Plan Systems in Sale to Edelman Financial Engines
2023
2023-12-14
2025 talent management report
Nov 28, 2023
DeVoe & Company Advises Daniels + Tansey in Sale to Creative Planning
2023
2023-11-28
2025 talent management report
Nov 16, 2023
DeVoe & Company Supports Bridgeworth Wealth Management in Sale to Savant Wealth Management
2023
2023-11-16
2025 talent management report
Oct 25, 2023
DeVoe Releases RIA Deal Book™ - Q3 2023
2023
2023-10-25
2025 talent management report
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