Idaho Business Review IBR
Steve Devejian. Submitted photo
Steve Devejian has joined Robertson Stephens as a principal and managing director. He provides comprehensive wealth management solutions to clients, including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning and philanthropic strategies. Devejian has 29 years of experience helping individuals and families, charitable organizations and institutional investors preserve and grow their wealth. Prior to joining Robertson Stephens, he was a senior vice president and senior investment strategist for Wells Fargo Private Bank in Boise, where he was responsible for developing, recommending and implementing customized investment strategies for his clients. Devejian is a CFA Charterholder and earned Bachelor of Science degrees in applied mathematics and economics from Purdue University. He is a member of the CFA Institute and the CFA Society of Idaho and has held various positions with the CFA Society of Idaho and was the founder, first-year president and program chair of the CFA Society of New Mexico.
