Here at Assette, we’re obsessed with providing the best client service in the industry. In support of our ongoing commitment to that effort, we’re thrilled to announce that Joseph P. Devlin, CFA, is joining our great team as Director of Client Service. He’ll be responsible for the overall management of all client relationships, and he’ll also be developing more educational content for our Help site to make it even easier for clients to use Assette.
Joe has over 25 years of institutional asset management industry experience. As a former research analyst and portfolio management team member, his expertise in performance measurement, attribution, and portfolio analytics ranges from system design to implementation and client consulting. Those skills will greatly enhance the client experience during onboarding, training, and ongoing use of our automated sales and client communications software to create pitch books, client presentations, client reports, database input, and secure client portals.
Joe comes to us from State Street Bank & Trust Company, where he helped institutional clients deliver a consistent view of their asset mix, performance results, and risk measures to support strategic decision making. Prior to that, he spent 23 years at Fidelity Investments. Joe earned a BA in Economics from Middlebury College and an MBA from Cornell University. He also holds the Chartered Financial Analyst® designation.