Devon Francis, CIMA®

Partner, Senior Consultant

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 co-chairs the firm’s Mission-Aligned Investing Committee and is also a member of the firm’s Endowment & Foundation Business Council and the Community Service 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 with Fiducient Advisors in 2020.

Prior to joining the firm, Devon worked with the PRIME Asset Consulting Group at UBS Financial Services. She received an M.Ed. from the University of New Haven and a BA from Duke University. She obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Devon serves on the Board of Directors and as Treasurer for both the Hartford Stage and the Connecticut Women’s Council. Her personal interests include reading, theater, running and flying trapeze (that’s not a joke!).