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Devon Walsh

Devon Walsh

Portfolio Manager at Trust Co. of Vermont

Essex, VT , United States

About

Devon Walsh is a Portfolio Manager at the Trust Company of Vermont, based in Essex, VT. In this role, he manages diversified portfolio strategies, focusing on equity and fixed income investments for client accounts, and contributes to the firm's investment research and policy discussions. His work involves developing investment approaches grounded in fundamental analysis, with a strong emphasis on long-term, value-oriented stock selection and risk management.

Walsh specializes in the analysis of energy and utilities sectors, having previously served as an Equity Research Analyst at Skyhawk Investment Group – SCIFI, where he covered these industries in depth. At the Trust Company of Vermont, he extends his expertise across multiple asset classes, including publicly traded equities and fixed income securities, and authors educational content on topics such as investment philosophy and tax-efficient portfolio management.

He holds a Bachelor of Business Administration in Finance from Stonehill College and is a CFA® charterholder. Walsh's notable achievements include advancing from research analyst to portfolio manager within a short period and contributing thought leadership on investment fundamentals and financial planning for clients of the Trust Company of Vermont.

Career History

OrganizationRoleDate RangeDetails
Trust Company of VermontPortfolio ManagerJun 2024 to Present
Trust Company of VermontPortfolio Research AnalystJul 2023 to Jun 2024
Skyhawk Investment Group - SCIFIEnergy and Utilities Equity Research AnalystJun 2022 to Jun 2023
A year-long, comprehensive, academic and professional development course of study designed to enhance the critical thinking and analytical skills of participants through hands-on academic and securit...
Diocese of Fall RiverAccounting and Finance InternJan 2022 to Aug 2022
Plumbers' Supply CompanyWarehouse and Office Team MemberOct 2020 to Aug 2021
Enos Medical SuppliesWarehouse Team MemberJul 2017 to Jul 2019

Education

Stonehill College

Bachelor of Business Administration - BBA, Finance, General

2019 2023

Others at Trust Co. of Vermont (5)

NameRoleLocation
B
Bonnie McLellan
VP and Senior Investment OfficerRutland, VT , United States
C
Chris Cassidy
Investment OfficerBurlington, VT , United States
David DeBellis
David DeBellis
Principal and Portfolio ManagerSaint Albans City, VT , United States
Paul Copeland
Paul Copeland
Investment OfficerBrattleboro, VT , United States
Christopher Lafayette
Christopher Lafayette
Chief Investment OfficerBurlington, IA , United States