David Devita
Vice President, Wealth Advisor at Girard, a Univest Wealth Division | Greater Philadelphia
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Vice President, Wealth Advisor at Girard, a Univest Wealth Division in July 2021 to Present
Wealth Advisor at Mercer Advisors in April 2014 to July 2021
Investment Analyst at Private in November 2013 to March 2014
Investment Analyst at Tower Bridge Advisors in September 2012 to October 2013
Investment Analyst at The John Templeton Foundation in April 2011 to August 2012
Investment Manager at Wells Fargo Private Bank in April 2008 to March 2011
Financial Planner at The Vanguard Group in June 2005 to March 2008
Internship at Midwood Securities, Inc. in January 2004 to January 2004
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Susquehanna University, Business Administration, Finance, Information Systems, January 2001 to January 2005
Columbia Business School, Executive Education Program, January 2012
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Business Relationship Management
Fiduciary
Private Banking
Sales
Asset Allocation
Investments
Equities
Investment Strategies
Mutual Funds
Fixed Income
Due Diligence
Value Investing
Investment Management
Securities
Hedge Funds
Asset Management
Security Analysis
Alternative Investments
Wealth Management
Family Office
Institutional Investments
Financial Advisory
Financial Planning
Estate Planning
Financial Services
Retirement Planning
Qualitative Research
Equity Research
Business Development
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Discover more about Girard, a Univest Wealth DivisionWhat is David Devita email address?
Email David Devita at [email protected] and [email protected]. This email is the most updated David Devita's email found in 2026.
What is David Devita phone number?
David Devita phone number is 610-772-6326 and 14062650045.
How to contact David Devita?
To contact David Devita send an email to [email protected] or [email protected]. If you want to call David Devita try calling on 610-772-6326 and 14062650045.
What company does David Devita work for?
David Devita works for Girard, a Univest Wealth Division
What is David Devita's role at Girard, a Univest Wealth Division?
David Devita is Vice President, Wealth Advisor
What industry does David Devita work in?
David Devita works in the Investment Management industry.
David Devita Email Addresses
David Devita Phone Numbers
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