Devon joined Penniall & Associates in 2012 after graduating from the University of Southern California with a degree in economics. Devon is responsible for managing and implementing the majority of all daily trading requests. He works closely with the financial advisors to prepare performance reports for client meetings and assists with client service requests. Devon also maintains several of the firm’s software programs that are used for monitoring model portfolios, client reporting and trading.
Devon holds the Series 7 and Series 66 licenses and is a Registered Assistant with United Planners.