Devon Francis, CIMA®

Partner & Senior Consultant

Devon is a Partner & Senior Consultant at Fiduciary Investment Advisors, LLC (FIA), where she works with a variety of endowment, foundation, and defined benefit clients. She serves on a number of internal committees at FIA, including the Endowment and Foundation Subcommittee, the ESG Subcommittee, the Defined Benefit Subcommittee, and the FIA Community Service Committee.

Prior to joining FIA in 2006, Devon worked with the PRIME Asset Consulting Group at UBS Financial Services. She is a current member of the Investments & Wealth Institute (formerly IMCA) and holds the designation of Certified Investment Management Analyst, sponsored by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.

Education

  • University of New Haven, MEd
  • Duke University, BA

Outside Activities

  • Hartford Stage – Board of Directors, Executive Committee, Investment Committee, Finance Committee
  • Aurora Foundation – Grants Committee
  • Connecticut Women’s Council – Member

Speaking Engagements & Publications

Personal Interests

Reading, theater, running, flying trapeze (that’s not a joke)