What company does David Devita work for?

David Devita is a Internship at EP Wealth Advisors.

Where David Devita graduated from?

David Devita holds a degree in null from Columbia Business School.

Who is David Devita?

David Devita is a highly experienced wealth management professional with over 20 years in the industry, specializing in investment management and financial planning. As a Senior Vice President at Girard, he plays a pivotal role in advising families, business owners, and institutions, ensuring their unique financial needs are met with personalized strategies. His career includes significant roles at major firms like Vanguard and Wells Fargo, where he honed his skills in asset allocation and investment strategy development. David's educational background includes an Executive Education Program in Value Investing from Columbia Business School, enhancing his analytical capabilities in investment decisions. He is known for his integrity and commitment to client success, making complex financial concepts accessible and actionable. His extensive expertise spans various domains, including tax planning, estate planning, and risk assessment, positioning him as a trusted advisor in the wealth management sector. Beyond his professional achievements, David is passionate about philanthropy and often integrates charitable planning into his client strategies, reflecting his commitment to social responsibility.