DeRoy & Devereaux Private Investment Counsel, Inc.

Sean Metrose is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with DeRoy & Devereaux since 2008. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm uses a bottom-up, value-oriented approach to manage concentrated equity portfolios and diversified bond strategies with a long-term focus.

Michael Madison is a CFA® charterholder with 23 years of experience in the investment industry. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2003. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies managed individually with a long-term perspective.

Kelly Fetterman is an advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation and bringing 12 years of industry experience. He previously worked at Yousif Capital Management, LLC and World Asset Management, Inc. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm follows a value-oriented, bottom-up fundamental investment approach and maintains distinct strategies across equities and fixed income.

Connor Cloetingh is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to his current role, he worked at Key Private Bank and Ancora Advisors. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm follows a value-oriented, bottom-up fundamental investment approach across market capitalizations and bond sectors, managing focused equity portfolios and distinct strategies such as All Cap Value and Total Return Bond.

Jeffrey Wardlow is a CFA® charterholder and financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 18 years of industry experience. He has been with DeRoy & Devereaux since 2004. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. The firm employs a value-oriented, bottom-up fundamental investment approach across market capitalizations and bond sectors, managing focused equity portfolios and distinct strategies on a discretionary basis.

Karl Knas is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with DeRoy & Devereaux since 2015. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach across equities and fixed income, managing concentrated and diversified portfolios with a long-term focus.

Laree Perez is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with DeRoy & Devereaux since 2015. Perez serves on the board of directors as well as the audit and finance committees for Martin Marietta, a supplier of aggregates and heavy building materials. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts and diversified bond strategies with a long-term orientation.

Sarah Schattner is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, holding a Series 65 designation with 15 years of industry experience. She has been with DeRoy & Devereaux since 2012. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on fundamentally analyzed, concentrated equity portfolios and diversified bond strategies managed with a long-term perspective.

Sean Wright is a CFA® charterholder currently with DeRoy & Devereaux Private Investment Counsel, Inc., where he has worked since 2026. He has over a decade of industry experience, including 15 years at Munder Capital Management. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients, employing a value-oriented, bottom-up fundamental investment approach across equity and fixed income portfolios.

Michael Harris is a CFA® charterholder with 16 years of industry experience. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2004. The firm provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. DeRoy & Devereaux employs a value-oriented, bottom-up fundamental investment approach and manages focused equity portfolios and distinct fixed income strategies, serving mostly on a discretionary basis.

Steven Lewis is a Series 65-licensed advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Bloomfield Hills, MI, with 15 years of industry experience. He has been with the firm since 2015. DeRoy & Devereaux provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities, using a value-oriented, bottom-up fundamental investment approach across equities and fixed income. The firm manages focused equity portfolios and distinct strategies, serving mainly high-net-worth clients and participating in donor-advised fund programs.