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Brian Devane

Brian Devane

Whether clients seek private investment management or institutional retirement programs, I bring the highest level of personal attention and responsiveness.


 

312.580.4467

10 S. Dearborn, Floor 32
Chicago, IL 60603

Consultative Wealth Management

My team and I deliver investment management and financial strategies for high-net-worth individuals, business owners and pension funds by employing J.P. Morgan’s advisory strategies. I use a consultative methodology, grounded in evidence-based analytics, to tailor my approach to each client's specific needs.

Client-Focused and Personalized

Investment portfolio construction is both a science and an art. Our process begins with an in-depth assessment of an investor’s situation. We design customized asset allocation and investment plans that align with many key factors—time horizon, risk tolerance, liquidity needs, tax and regulatory/legal considerations.

Institutional Retirement Programs

I draw on years of corporate finance and industry knowledge to manage the assets of pension programs, including defined benefit and defined contribution plans. Our support for the non-profit and hospital communities has enabled us to deploy approaches that are typically utilized by larger organizations. My team and I work with retirement plan administrators and recordkeeping institutions to care for the complex objectives that these strategies necessitate.

Attention to Risk Management

My background in commercial banking and the debt capital markets has imparted an internal drive to guard against downside exposure. At the forefront of my decision-making is a consideration toward “what could go wrong?” with this strategy. Presenting advisory guidance in the best interest of each client demands that I conduct a sound evaluation to inform my recommendations. Matching individual risk parameters with potential returns enables me to invest in a prudent and measured fashion.

A Dedication to Customer Service

I believe that responsiveness and keeping my word are the most important qualities I can deliver. My reputation has been built one client at a time, and I am proud of the long-lasting relationships I have established with families and institutions alike. I find there is no task too small and that clients appreciate having a single point of contact for their needs.

Backed by an industry leader

The powerful resources of J.P. Morgan augment my capabilities. I provide direct access to the firm's intellectual capital and real-time insights, which I leverage as part of my due diligence process. This commitment to excellence is the foundation upon which I present opportunity-focused offerings to investment clients.

Evidenced-based Advisory Guidance

Evidenced-based Advisory Guidance

By using a fact-driven and analytical process, I strive to provide each client with financial peace of mind. The resulting recommendations deliver a roadmap to manage money consistent with the clients’ specific objectives, goals, preferences and sensitivity to cost and fees.

Data Gathering — I believe in face-to-face meetings and listen carefully to explore your personalized goals and the values that matter most to you. I am particularly interested in financial drivers such as risk tolerance, financial bias, time horizons and liquidity needs. These insights lay the foundation for creating customized strategies.

Analysis and Evaluation My team and I tap J.P. Morgan’s tools, metrics, and supporting analytical material to develop an informed view of the investment landscape. This enables me to distill capital markets information and construct portfolios in a collaborative fashion.

Recommendation Development  — I consider potential trade-offs and projected outcomes to build tailored asset allocations, forecasted cash flows and wealth management strategies. I discuss specific securities and funds that are pivotal to our recommendations and explain the rationale for each component of the portfolio.

Rigorous Implementation  My process is anchored in careful planning, intensive research and disciplined execution. I collaborate seamlessly alongside CPAs, lawyers and other consultants to help ensure that the totality of financial impacts is considered.

Ongoing Review — Just as economic and market conditions evolve, your goals and needs may change and merit ongoing consideration and analysis. Continuous portfolio evaluation allows me to rebalance allocations and remain flexible in both the near and long term.

 

Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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