David DeVoe

David DeVoe is director of practice management programs for Schwab Institutional (SI). He oversees Schwab Advisor Transition Support, a suite of services designed to help advisors with their internal succession, merger and acquisition, talent acquisition, and growth planning. Mr. DeVoe also oversees SI's Compliance Resources program. Previously, he led product strategy for Schwab Private Client. Prior to joining Charles Schwab, Mr. DeVoe worked at American Express in the Strategic Planning Group, where he focused on business strategy and evaluating M&A opportunities. He has a BA from UC Berkeley and an MBA from Cornell University Johnson School.-