Todd Duncan

Todd Duncan is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Duncan joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Duncan was a Wealth Manager at First Republic. Prior to joining First Republic in 2022, Mr. Duncan was a Lead Private Wealth Portfolio Manager at Wells Fargo Private Bank. He joined Wells Fargo in 2017. Before that, he was a Portfolio Manager at Enterprise Trust and Investment Company for 15 years. Mr. Duncan specializes in portfolio construction, implementation and management. He focuses on managing multi-asset class portfolios to meet investment objectives and manage risk. His clients include business owners post-exit, private equity executives, tech entrepreneurs and executives, and professional athletes.

Mr. Duncan has been active in his local community for many years. He currently sits on the Investment Committee overseeing the endowment for Bellarmine College Preparatory.

Mr. Duncan holds the Chartered Financial Analyst® (CFA®) designation.

Mr. Duncan earned his master’s degree in business administration from Lucas College of Business at San Jose State University.