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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of Vermont | Portfolio Manager | Jun 2024 to Present | — |
| Trust Company of Vermont | Portfolio Research Analyst | Jul 2023 to Jun 2024 | — |
| Skyhawk Investment Group - SCIFI | Energy and Utilities Equity Research Analyst | Jun 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 River | Accounting and Finance Intern | Jan 2022 to Aug 2022 | — |
| Plumbers' Supply Company | Warehouse and Office Team Member | Oct 2020 to Aug 2021 | — |
| Enos Medical Supplies | Warehouse Team Member | Jul 2017 to Jul 2019 | — |
Education
Stonehill College
Bachelor of Business Administration - BBA, Finance, General
2019 — 2023
Others at Trust Co. of Vermont (5)
| Name | Role | Location |
|---|---|---|
B Bonnie McLellan | VP and Senior Investment Officer | Rutland, VT , United States |
C Chris Cassidy | Investment Officer | Burlington, VT , United States |
| Principal and Portfolio Manager | Saint Albans City, VT , United States | |
| Investment Officer | Brattleboro, VT , United States | |
| Chief Investment Officer | Burlington, IA , United States |