Devin joined Velnoskey Wealth Advisors in 2022, bringing a deep background in portfolio strategy, private wealth planning, and business transition advisory. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®), Devin specializes in helping business owners and families navigate the intersection of personal wealth, business value, and long-term legacy planning.

At the core of Devin’s approach is a commitment to next generation private wealth and legacy planning. He partners with clients to design cohesive, multi-generational strategies that integrate business transition readiness with personal financial goals. Whether preparing for a business exit, planning for heirs, or aligning charitable intentions with wealth transfer, Devin works to ensure clients are empowered to make well-informed, tax-efficient decisions that support lasting impact.

In his role, Devin leads the team’s efforts in business exit and transition strategy, acting as both a connector and strategic advisor. He collaborates with a broad network of professionals—including value growth advisors, family enterprise consultants, business brokers, CPAs, estate attorneys, investment bankers, and private equity contacts—to support clients through the full lifecycle of exit planning. His process helps owners assess their readiness, understand their “Wealth Gap,” and build toward a successful and intentional “third act” in life after their business journey.

Devin also brings extensive experience in tax-efficient portfolio design and management. Prior to joining the team, he served as a Senior Portfolio Strategist at a $400 billion global asset management firm, where he advised institutional investors, consultants, and wealth advisors on asset allocation, manager selection, and cross-asset investment opportunities. His work focused on aligning investment strategies with specific client objectives while optimizing for risk, return, and tax considerations. Devin began his career in the Institutional Securities Group at Morgan Stanley, supporting global sales and trading coverage for hedge funds and asset managers in global listed derivatives markets.

Devin holds a degree in Economics from Fordham University, an MBA in Finance & Accounting from Regis University, and is a CFA Level II Candidate. Now based in Florida, Devin expands our team’s ability to deliver personalized, relationship-driven advice to our growing client base across the Southeast.

In his free time, Devin enjoys golf, travel, non-fiction reading, and exploring sports analytics. He and his wife, Jennifer, are frequently joined on their adventures by their two Cavalier King Charles Spaniels, Beaumont and Dash. Together, they are active in their local community, supporting the theatrical and culinary arts, equine sports preservation, and classical liberal arts education.