What do you enjoy most about wealth management?
Participating in a process that clients appreciate and recognize as important for themselves and their families. Clients come to us knowing they need to do something, and I enjoy taking the necessary steps to make their dreams a reality.
What’s the biggest challenge?
Convincing clients to keep a long-term investment focus and ignore the crowd. It’s important that clients understand the investment process and that it takes time to achieve the best results, so they can be patient and stick with it.
What do you love most about being part of Aspiriant?
Working with a team of professionals who are all deeply committed to our clients above all else.
What quality of yours makes you best suited to what you do?
Being able to understand and respect the different perspectives people have about what is important and why. Rather than tell people they can’t do something, I remain open to their points of view and try to come up with a specific plan that meets their objectives.
How should people think about their wealth?
As a limited resource to be used wisely. People should think about what’s the best way to maximize their wealth to meet their vision, whether that’s investing it, giving it away, making sure it lasts for future generations in the family, or using it for something else.
What do you love to do outside of work?
Cheering on my kids at their sporting events — hockey, baseball and soccer.
What would you be doing if you weren’t working for Aspiriant?
A trail guide in the Sierra Nevada Mountains. I camp there every year.
What was the most influential book you’ve read and why?
“Poor Charlie’s Almanack” by Charles T. Munger for its investment wisdom, especially surrounding mental models and how to think about issues both forward and backward.
What personal accomplishment are you most proud of?
Raising two healthy, intellectually curious and appreciative kids.
Education and accreditation
- M.B.A. from the Kelley School of Business, Indiana University at Bloomington
- B.S. degree in Accounting and Finance from the University of Arizona
Devin joined Aspiriant in 2014 through the merger with The Glowacki Group where he was a manager of portfolio operations and a member of the Investment Committee. He was promoted to Manager in Investment Advisory at Aspiriant in 2017. Devin has over 12 years of experience within the financial services industry, including six years supporting Registered Investment Advisors and their clients.
Devin has been following markets most of his life. He earned an M.B.A. from the Kelley School of Business, Indiana University and a B.S. degree in Accounting and Finance from the University of Arizona. He currently serves as president of his local chapter of Toastmaster’s Group.
In his spare time he enjoys exploring Los Angeles. His son Dylan and daughter Claire are addicted to trains and dinosaurs, so you may spot them at Griffith Park or the Natural History Museum. He also enjoys the beach, hockey and spring training baseball in Scottsdale, Ariz.