Middle Office Associate
Duncan is responsible for supporting the operations of the firm’s Institutional OCIO, Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2021, Duncan was a licensed Private Client Banker at JP Morgan Chase. Additionally, he served with the United States Marine Corps Reserve. Duncan graduated with a B.S. in Finance from Southern New Hampshire University. He is currently pursuing Loyola University Chicago’s dual MBA/MSF graduate degree as well as the Certified Financial Planner (CFP®) designation. Duncan is a big outdoorsman and with his free time he enjoys any outdoor activities and working on motorcycles.