Joined Curi Capital
July 2016
Education
- BA Political Science, Minor in Business North Carolina State University
Affiliations
- White Memorial Generosity Committee
- Frances Lacy Foundation
- YMCA We Build People
- Salvation Army
Previous Experience
- SharpVue Capital
- Morgan Stanley
Bio
Duncan is a Partner and Wealth Advisor at Curi Capital. In this role he works with high-net-worth individuals and families tailoring financial planning and investment strategies to their needs.
He has over 15 years of experience in the financial services industry. Prior to joining Curi Capital, he worked at SharpVue Capital and Morgan Stanley. Duncan earned a BA in Political Science with a minor in Business from North Carolina State University.
He has served various philanthropic organizations over the years including the White Memorial Church Generosity Committee, Frances Lacy Foundation, YMCA We Build People, Boys & Girls Club and the Salvation Army.