Let's move forward. Together.

The Leonard-McDevitt Sustainable Investment Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Edward Mcdevitt

    Edward Mcdevitt III, CFA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WV
    • WY

    Ed McDevitt has 20 years of investment experience working with institutions and individuals. Ed uses his experience to provide customized advice and sophisticated investment solutions to select individuals and families. This is done with a high standard for service and investment knowledge.

    Prior to UBS Ed worked as a Financial Advisor at Morgan Stanley. Ed began his career on the Institutional side of the industry. He was the head trader at Alson Capital a $3 billion long-short equity hedge fund. At Alson, in addition to his duties as head trader, he sat on the investment committee and was responsible for risk management. Prior to Alson Capital Mr. McDevitt worked at Goldman Sachs in the Institutional Equities Division where he advised hedge funds, pension funds and money managers on their investment strategies. Ed began his career at Alex Brown and Sons in private client services.

    Mr. McDevitt holds the Chartered Financial Analyst designation, is a member of the CFA Institute and the Colorado Security Analyst Society. He received his Bachelors of Arts in Economics from Hamilton College and serves on the finance committee for Bridge House a nonprofit organization in Boulder, CO. He lives in Boulder, CO with his wife and two children where he is an avid triathlete having qualified for the Hawaii Ironman world championship Nine times.

      • Hamilton College, Bachelors of Arts in Economics
      • Chartered Financial Analyst®
      • Portfolio Manager
      1801 13th Street
      Suite 100
      Boulder, CO 80302
    • Meredith Carlton

      Meredith Carlton

      Authorized Officer

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • MA
      • MD
      • MI
      • MO
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA

      Meredith has 11 years of experience in the financial services industry. She began her career in 2008 at UBS in Austin, TX as a Client Service Associate. She later became a part of the management team working as the Complex Risk Analyst before becoming the Market Supervisory Officer for the Central Texas Market Area where she managed compliance across eight UBS branch offices. In 2017, Meredith moved to Colorado and joined the UBS Boulder office as a financial advisor.

      Meredith's background in management contributes to the team's insight on how to run an effective business. She has considerable knowledge in compliance and business risk, as well as managing processes and communication.

      Meredith grew up in Vero Beach, Florida and attended Rhodes College in Memphis, TN where she received her bachelor's degree in Business Administration. She spends most of her time outside of work with her husband, Chris, and her two young daughters. She also enjoys running outdoors and reading.

            1801 13th Street
            Suite 100
            Boulder, CO 80302
          • Pieter N. Nova

            Pieter N. Nova, CFP

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IA
            • ID
            • IL
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • NC
            • NJ
            • NM
            • NY
            • PA
            • RI
            • SC
            • TN
            • TX
            • VA
            • VT
            • WY

            Providing a positive difference
            Pieter began working at UBS as an intern his sophomore year at Villanova University, a job he enjoyed and continued throughout his college career. After graduating with a B.S. in Mathematics, he held various positions in both the finance and technology sectors, gaining experience in both client service and client acquisition. He joined UBS in a full-time capacity in 2015.

            Pieter has earned his Series 7 and 66 securities licenses. His attention to detail is unparalleled and he serves as an excellent resource for clients looking to address any administrative tasks sent his way. He enjoys interacting with clients and believes every contact is an opportunity for providing a positive experience.

            Outside of UBS
            Pieter has an eclectic range of interests that include sustainable investing, artificial intelligence, hiking and biking. He gives back to the Philadelphia community by volunteering for CHOP (The Children's Hospital of Philadelphia) and serving at MANNA Soup Kitchen.

              • Villanova University, B.S. in Mathematics
                101 West Elm Street
                Suite 200
                Conshohocken, PA 19428

              What did the Fed say?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager