Duncan Morton's Location
Sun Valley, Idaho, United States
Duncan Morton's Work
- Managing Director @ eQcho Capital LLC
- Financial Advisor @ The Institute for Wealth Management
- Financial Advisor @ CONCERT Wealth Management, Inc.
- Managing Director @ Summit Creek Development
- Portfolio Manager @ Investment Research and Management
- Branch Manager | Vice President - Investments @ UBS
- Vice President - Investments @ UBS
- Financial Analyst @ Moss Adams
Duncan Morton's Education
- Edhec - Risk Institute2010 - 2010
- CFA Institute1995 - 2000
- Georgia Institute of Technology
Master of Science (Management, Accounting, Finance)
1992 - 1994
- University of North Carolina at Chapel Hill
Bachelor of Arts (History)
1985 - 1988 - Woodberry Forest School1980 - 1984
Duncan Morton's Skills
- Portfolio Management
- Leadership
- Financial Analysis
- Research
- Financial Reporting
- Microsoft Office
- Asset Management
- Asset Allocation
- Securities
- Investments
Duncan Morton's Summary
Duncan Morton, based in Sun Valley, Idaho, United States, is currently a Managing Director at Eqcho Capital - Cannabis Lender, bringing experience from previous roles at The Institute for Wealth Management, Concert Wealth Management, Inc., Summit Creek Capital LLC and Investment Research and Management. Duncan Morton holds a 2010 - 2010 Edhec - Risk Institute. With a robust skill set that includes Portfolio Management, Leadership, Financial Analysis, Research, Financial Reporting and more, Duncan Morton contributes valuable insights to the industry. Duncan Morton has 4 emails and 1 mobile phone number on RocketReach.
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