Charles Devaney Email & Phone Number

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.

Listed skills include Wealth Management, Investment Management, Executive Leadership, Strategic Planning, and 19 others.