![Michael DeVine](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Michael DeVine
Plus aucun poste en cours
Finance
Technology Services
Profil
Mr. DeVine brings years of wealth management experience to WealthTrust-Arizona.
He offers professionalism and a personal commitment to clients in need of top-tier portfolio management and estate planning.
Prior to joining the WealthTrust-Arizona team, Mr. DeVine served as senior manager with Schwab Institutional in Phoenix.
Mr. DeVine is currently pursuing the Accredited Wealth Management Advisor (AWMA) designation through the College of Financial Planning.
He is also studying to become a Certified Funds Specialist (CFS).
Michael has offered his finance and investment expertise in interviews with national publications such as Consumer Reports.
Originally from Michigan, Mr. DeVine has spent the last 15 years in Arizona.
He and his wife live in Gilbert and are the proud parents of three daughters.
Anciens postes connus de Michael DeVine
| Sociétés | Poste | Fin |
|---|---|---|
| MOBILUM TECHNOLOGIES INC. | Directeur/Membre du Conseil | 04/01/2022 |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services | Corporate Officer/Principal | - |
WealthTrust Arizona LLC
 WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona looks for low cost and high quality investments to build diversified portfolios that are customized to client’s goals and tolerance for risk. The firm uses both technology and real-world experience to help determine optimal investment allocations through their committee process. They adhere to principles in modern portfolio theory and advocate long-term investing. | Analyst-Equity | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
WealthTrust Arizona LLC
WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona looks for low cost and high quality investments to build diversified portfolios that are customized to client’s goals and tolerance for risk. The firm uses both technology and real-world experience to help determine optimal investment allocations through their committee process. They adhere to principles in modern portfolio theory and advocate long-term investing. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services | Finance |
Mobilum Technologies, Inc.
 Mobilum Technologies, Inc. Packaged SoftwareTechnology Services Develops crypto payment platform | Technology Services |
