Charles Devaney

Charles Devaney Email and Phone Number

Chief Investment Officer and Senior Vice President – Capital One Asset Management @ Capital One
Hazlet, NJ, US
Charles Devaney's Location
Hazlet, New Jersey, United States, United States
Charles Devaney's Contact Details

Charles Devaney work email

Charles Devaney personal email

Charles Devaney phone numbers

About Charles Devaney

Results-driven leader and process improvement specialist with an MBA and 19 years of investment management experience, my current role is Vice President of Investments with Capital One.Throughout my career, I have demonstrated experience in driving profitability through process efficiency, expense optimization, and building world-class service offerings. My achievements include:■ Leading investment management divisions with more than $4B in discretionary assets under management. I have built first-rate teams that increased assets under management by 35%.■ Transforming an underperforming business into a thriving revenue stream through proactive leadership and a focus on relationship management.■ Leading the redevelopment of the firm’s investment infrastructure to reverse a multiyear asset decline and high client attrition. I oversaw the expansion of the investment platform to drive revenue, grow the customer base, and minimize risk.■ Expanding firm’s global rational architecture platform of investment products across diverse asset classes from proprietary US equity & fixed income investment strategies to a fully diversified platform with 175+ product options, including alternative asset classes. ■ Restructuring and expanding the division’s workforce to meet aggressive growth objectives.■ Serving as Chairman of Capital One Asset Management Board of Managers, the firm’s Asset Allocation Committee and Investment Policy Committee. I also served as voting member of the firm’s Trading Oversight Committee, Global Investment Performance Standards Committee & Fiduciary Oversight Committee. ■ Expanding the firm’s asset allocation and portfolio construction process to establish, monitor, and improve the asset allocation framework.■ Co-led a project team that developed and implemented the firm’s client service model reducting client account attrition rate by 6%.■ Achieving meaningful annual savings by streamlining and consolidating portfolio management/administration processes.

Charles Devaney's Current Company Details
Capital One

Capital One

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Chief Investment Officer and Senior Vice President – Capital One Asset Management
Hazlet, NJ, US
Website:
capitalone.com
Employees:
63917
Charles Devaney Work Experience Details
  • Capital One
    Chief Investment Officer And Senior Vice President – Capital One Asset Management
    Capital One
    Hazlet, Nj, Us
  • Capital One
    Chief Investment Officer / Senior Vice President – Capital One Asset Management
    Capital One Apr 2012 - Present
    Mclean, Va, Us
    Career Progression:Chief Investment Officer / Senior Vice President, Dec. 2014 – PresentSenior Director of Investments / Senior Director, Apr. 2012 – Dec. 2014Recruited to drive asset and revenue growth by strengthening and leading company’s wealth management and investment division. Design and execute strategic projects & business plans, manage P&L responsibilities, define product needs and enhancements, oversee regulatory (OCC & SEC) compliance and risk functions, and support sales team. Manage senior-level client relationships and direct client servicing functions. Lead world-class team of 23 investment professionals, including 11 CFAs, 2 CIMAs and 9 MBAs. Report to Head of Wealth & Asset Management for Capital One, N.A.
  • Morgan Stanley
    Executive Director, Chief Investment Officer
    Morgan Stanley Jun 2007 - Apr 2012
    New York, Ny, Us
    Promoted to lead an elite team of Investment Officers involved in direct oversight of approx. 3,000 investment portfolios for the Trust Companies with $4B in assets under management. Member of senior executive team that formulated mission, strategy, and objectives. Managed and coached 4 direct reports. Reported to Bank President.
  • Morgan Stanley
    Investment Group, Senior Investment Officer
    Morgan Stanley Aug 2005 - Jun 2007
    New York, Ny, Us
  • Morgan Stanley
    Investment Group, Investment Officer
    Morgan Stanley Aug 2004 - Aug 2005
    New York, Ny, Us
  • Merrill Lynch
    Senior Trust Administrator
    Merrill Lynch Sep 2003 - Aug 2004
    New York, Ny, Us
  • Merrill Lynch
    Trust Administrator
    Merrill Lynch Jun 2002 - Sep 2003
    New York, Ny, Us

Charles Devaney Skills

Wealth Management Investment Management Executive Leadership Strategic Planning Business Transformation Change Management Business Development Process Improvement Program Development Team Building Relationship Management Marketing Wealth Management Services High Net Worth Individuals Trust Services Fiduciary Services Investment Policy Development Investment Policy Statements Rebalancing Tactical Asset Allocation Global Tactical Asset Allocation Risk Budgeting Manager Selection

Charles Devaney Education Details

  • Saint Peter'S University
    Saint Peter'S University
    Finance
  • Kean University
    Kean University
    Economics

Frequently Asked Questions about Charles Devaney

What company does Charles Devaney work for?

Charles Devaney works for Capital One

What is Charles Devaney's role at the current company?

Charles Devaney's current role is Chief Investment Officer and Senior Vice President – Capital One Asset Management.

What is Charles Devaney's email address?

Charles Devaney's email address is ch****@****hoo.com

What is Charles Devaney's direct phone number?

Charles Devaney's direct phone number is +170344*****

What schools did Charles Devaney attend?

Charles Devaney attended Saint Peter's University, Kean University.

What skills is Charles Devaney known for?

Charles Devaney has skills like Wealth Management, Investment Management, Executive Leadership, Strategic Planning, Business Transformation, Change Management, Business Development, Process Improvement, Program Development, Team Building, Relationship Management, Marketing.

Who are Charles Devaney's colleagues?

Charles Devaney's colleagues are Naveen Anamaneni, Daniel Piotrowski, Taneia Gray, Julie Mccarthy Larkin, Richard Whitehurst, Piyush Singh, Jessica Mann.

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