CoverProfile

Devon Francis

Partner, Senior Investment Consultant

Fiducient Advisors

United States, Connecticut, Rocky Hill

About Me

As a Partner and Senior Consultant, 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 several of the firm’s committees: the Endowment & Foundation Business Council, the Mission-Aligned Investing Committee, and the Engagement Committee. Additionally, she serves as the podcast host for our Nonprofit Investment Stewards podcast series. She joined Fiduciary Investment Advisors, LLC in 2006, which combined w
View more

Profile Information

Partner, Senior Investment Consultant

Fiducient Advisors

Investment Team

Investor

Consultant

Rocky Hill

Connecticut

United States

May 15, 2024

More profiles to browse

Profile Photo
Bradford Long
Managing Partner, Chief Investment Officer
JL
Jessica Ludwig
Managing Partner and Senior Consultant
Profile Photo
Tyler Polk
Partner & Senior Consultant Country
CK
Christopher Kachmar
Partner, Chief Market Strategist

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc