DEVIN VELNOSKEY

Devin joined the Velnoskey Wealth Management Group in 2022. As a Certified Exit Planning Advisor (CEPA®), he counsels clients in strategic exit planning while connecting them to his large network of credentialed and deeply experienced professionals including value growth advisors, family enterprise advisors, business valuation experts, business brokers, CPAs, corporate and estate attorneys, insurance professionals as well as investment banking and private equity resources, who can assist business owners in value creation and growth today to prepare them for their destiny.

In addition to being a connector, Devin collaborates with owners as the leader of their personal financial advisory team where he applies his work as a CERTIFIED FINANCIAL PLANNER™ practitioner helping owners understand their “Wealth Gap” and plan for their third act in life. His experience with business owners is multi-faceted as he provides his expertise with an understanding of how successful exits impact clients’ personal financial plan, today and in the future.

Devin began his financial services career in 2010 and prior to joining our team, he was a Senior Portfolio Strategist for a 400-billion-dollar asset management firm where he covered a diverse, global client base of consultants, advisors and institutional investors providing them objective, actionable insights on multi-asset portfolio construction. His focus was asset allocation and manager selection while providing macro perspectives with cross-asset and cross-product investment opportunities. During his tenure, Devin penned numerous whitepapers and frequently contributed to the firm’s market insights blog. Prior to that role, Devin was a member of the Institutional Securities Group at Morgan Stanley where he supported global sales and trading coverage of the firm’s hedge fund and asset management clients in global listed derivatives markets. Devin holds a degree in Economics from Fordham University, an MBA in Finance & Accounting from Regis University, and is a CFA Level II Candidate

Outside of work, Devin pursues a wide range of interests including travel, reading non-fiction, golf, and sports analytics. He and his wife, Jennifer, pursue family adventures with their two Cavalier King Charles Spaniels, Beaumont and Dash, by their side. They are active members of their local community including patronage of the theatrical and culinary arts, equine sports preservation, and classical liberal arts education initiatives.

Devin joined the Velnoskey Wealth Management Group in 2022. As a Certified Exit Planning Advisor (CEPA®), he counsels clients in strategic exit planning while connecting them to his large network of credentialed and deeply experienced professionals including value growth advisors, family enterprise advisors, business valuation experts, business brokers, CPAs, corporate and estate attorneys, insurance professionals as well as investment banking and private equity resources, who can assist business owners in value creation and growth today to prepare them for their destiny.

In addition to being a connector, Devin collaborates with owners as the leader of their personal financial advisory team where he applies his work as a CERTIFIED FINANCIAL PLANNER™ practitioner helping owners understand their “Wealth Gap” and plan for their third act in life. His experience with business owners is multi-faceted as he provides his expertise with an understanding of how successful exits impact clients’ personal financial plan, today and in the future.

Devin began his financial services career in 2010 and prior to joining our team, he was a Senior Portfolio Strategist for a 400-billion-dollar asset management firm where he covered a diverse, global client base of consultants, advisors and institutional investors providing them objective, actionable insights on multi-asset portfolio construction. His focus was asset allocation and manager selection while providing macro perspectives with cross-asset and cross-product investment opportunities. During his tenure, Devin penned numerous whitepapers and frequently contributed to the firm’s market insights blog. Prior to that role, Devin was a member of the Institutional Securities Group at Morgan Stanley where he supported global sales and trading coverage of the firm’s hedge fund and asset management clients in global listed derivatives markets. Devin holds a degree in Economics from Fordham University, an MBA in Finance & Accounting from Regis University, and is a CFA Level II Candidate

Outside of work, Devin pursues a wide range of interests including travel, reading non-fiction, golf, and sports analytics. He and his wife, Jennifer, pursue family adventures with their two Cavalier King Charles Spaniels, Beaumont and Dash, by their side. They are active members of their local community including patronage of the theatrical and culinary arts, equine sports preservation, and classical liberal arts education initiatives.