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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fiduciary Trust Company | Investment Research Analyst | Feb 2022 to Present | — |
| Fiduciary Trust Company | Portfolio Solutions Analyst | Mar 2019 to Feb 2022 | — |
| Fiduciary Trust Company | Corporate Actions Specialist | Aug 2018 to Mar 2019 | — |
| Fiduciary Trust Company | Investment Operations Specialist | Jan 2017 to Aug 2018 | — |
| Brown Brothers Harriman | Senior Fund Accountant | Oct 2016 to Jan 2017 | — |
| Brown Brothers Harriman | Fund Accountant | Jul 2015 to Oct 2016 | — |
| Hettich Lab Technology | Junior Accountant and Operations Intern | May 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
Others at Fiduciary Trust Co. (10)
| Name | Role | Location |
|---|---|---|
A Anthony Hong | Research Analyst | Boston, MA , United States |
| Investment Officer - Vice President | Boston, MA , United States | |
D Derek Johnston | Vice President - Investment Officer | Boston, MA , United States |
E Emily Griset | Vice President and Investment Officer | Boston, MA , United States |
| Lead Trader, Portfolio Solutions Analyst | Boston, MA , United States | |
| Vice President and Investment Officer | Boston, MA , United States | |
| Vice President - Investment Officer | Boston, MA , United States | |
| Vice President - Investment Officer | Merrimack, NH , United States | |
N Neal Hegge | Investment Officer | Boston, MA , United States |
| Vice President and Investment Officer | Boston, MA , United States |