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Devon Pearson

Devon Pearson

Investment Research Analyst at Fiduciary Trust Co.

Boston, MA , United States

About

Devon Pearson is an Investment Research Analyst at Fiduciary Trust Company in Boston, MA, where he specializes in manager research, due diligence, asset allocation, and portfolio strategy for high-net-worth individuals and families. His role focuses on analyzing global investment managers and structuring portfolio solutions across a variety of traditional and alternative asset classes, emphasizing risk management and tax efficiency in client portfolios.

Pearson’s investment expertise covers a broad range of sectors, including equities, fixed income, and alternative strategies. He is particularly engaged in the ongoing assessment of fund managers and investment vehicles, applying rigorous due diligence to ensure optimal asset selection within diversified global portfolios. Previously, he held roles as Portfolio Solutions Analyst and Corporate Actions Specialist at Fiduciary Trust Company, building his career foundation in wealth management operations and portfolio analysis.

Devon holds an MS in Finance and an MBA from Boston College Carroll School of Management, along with undergraduate degrees from the University of Rhode Island. As a CFA charterholder and member of the CFA Society of Boston, he is recognized for his rigorous analytical capabilities and his contributions to the firm’s asset allocation and manager selection processes.

Career History

OrganizationRoleDate RangeDetails
Fiduciary Trust CompanyInvestment Research AnalystFeb 2022 to Present
Fiduciary Trust CompanyPortfolio Solutions AnalystMar 2019 to Feb 2022
Fiduciary Trust CompanyCorporate Actions SpecialistAug 2018 to Mar 2019
Fiduciary Trust CompanyInvestment Operations SpecialistJan 2017 to Aug 2018
Brown Brothers HarrimanSenior Fund AccountantOct 2016 to Jan 2017
Brown Brothers HarrimanFund AccountantJul 2015 to Oct 2016
Hettich Lab TechnologyJunior Accountant and Operations InternMay 2011 to Aug 2014

Education

Boston College Carroll School of Management

MS Finance

2018 2020

Boston College Carroll School of Management

Master of Business Administration - MBA

2018 2019

University of Rhode Island

2015

Skills & Expertise

Social Media
Time Management
Sales
Teamwork
New Business Development
Entrepreneurship
Market Research
Financial Modeling
Business Modeling
Public Speaking
Strategic Consulting
Sustainable Business
Economics
Microsoft Dynamics
Microsoft Office
Microsoft Excel
PowerPoint
Microsoft Word
Financial Analysis
Proformas
Fixed Income Analysis

Others at Fiduciary Trust Co. (10)

NameRoleLocation
A
Anthony Hong
Research AnalystBoston, MA , United States
Colleen Bartling
Colleen Bartling
Investment Officer - Vice PresidentBoston, MA , United States
D
Derek Johnston
Vice President - Investment OfficerBoston, MA , United States
E
Emily Griset
Vice President and Investment OfficerBoston, MA , United States
Justin Kelly
Justin Kelly
Lead Trader, Portfolio Solutions AnalystBoston, MA , United States
Mike Stephens
Mike Stephens
Vice President and Investment OfficerBoston, MA , United States
Shannon Sullivan
Shannon Sullivan
Vice President - Investment OfficerBoston, MA , United States
Walter Abbott
Walter Abbott
Vice President - Investment OfficerMerrimack, NH , United States
N
Neal Hegge
Investment OfficerBoston, MA , United States
Thomas Nonnweiler
Thomas Nonnweiler
Vice President and Investment OfficerBoston, MA , United States