Simone Devenny

Simone Devenny is a seasoned wealth management expert, having spent over 25 years working with advisors and clients on complex issues related to estate and tax planning, concentrated position management, and thoughtful wealth transfer. She has held various positions, having founded a boutique estate planning firm and then spending over a decade serving clients in multiple capacities with firms including Morgan Stanley and Fidelity Investments. Her subject-matter expertise encompasses a wide range of topics, including pre-liquidity planning for business owners, tax-efficient portfolio construction, philanthropy and family governance. She holds a B.A. from Boston College and a J.D. from Boston College Law School.