David Devita Email & Phone Number
VP, Advisor @ EP Wealth Advisors
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David Devita Location
- Philadelphia, PA, US
David Devita Work
- VP, Advisor @ (September 2025 - Present)
- Senior Vice President, Wealth Advisor @ (July 2021 - September 2025)
- Wealth Advisor @ (April 2014 - July 2021)
- Investment Analyst @ Tower Bridge Advisors (September 2012 - October 2013)
- Investment Analyst @ (April 2011 - August 2012)
- Investment Manager @ (April 2008 - March 2011)
- Financial Planner @ (June 2005 - March 2008)
- Internship @ (January 2004 - January 2004)
David Devita Education
- Columbia Business School
Executive Education Program (Value Investing)
2012-2012 - Susquehanna University
Business Administration (Finance, Information Systems)
2001-2005
David Devita Skills
- 1031 Exchanges
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Development
- Business Initiatives
- Business Owner Planning
- Business Relationship Management
- Client Relations
- Concentrated Stock Management
- DST
- Due Diligence
- Entrepreneurship
- Equities
- Equity Research
- Estate Planning
- Family Office
- Fiduciary
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Income
- Hedge Funds
- Institutional Investments
- Investment Management
- Investment Strategies
- Investments
- Mergers & Acquisitions (M&A)
- Multi-generational wealth transfer
- Mutual Funds
- Private Banking
- Qualitative Research
- Retirement Planning
- Sales
- Securities
- Security Analysis
- Strategic Leadership
- Tax Planning
- Timeline Management
- Value Investing
- Wealth Management
- Workflow Optimization
David Devita Summary
- David Devita, based in Philadelphia, PA, US, is currently a VP, Advisor at EP Wealth Advisors. David Devita brings experience from previous roles at Girard, a Univest Wealth Division, Mercer Advisors, Tower Bridge Advisors and The John Templeton Foundation. David Devita holds a 2012 - 2012 Executive Education Program in Value Investing @ Columbia Business School. With a robust skill set that includes 1031 Exchanges, Alternative Investments, Asset Allocation, Asset Management, Business Development and more. David Devita has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named David Devita
David Devita
VP, Advisor
Philadelphia, PA, US
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