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Jeffrey Duncan Location
Glenview, IL, US
Jeffrey Duncan Work
2026 -now Senior Investment Specialist @
2015 -2026 Director of Client Service, Consultant Relations and Institutional Sales @
2009 -2015 Director, Consultant Relations @
2001 -2009 Senior Vice President @ Lotsoff Capital Management
1997 -2001 Senior Research Analyst, Manager Research Group @
Jeffrey Duncan Education
DePaul Driehaus College of Business
MBA (Finance)
2000-2002
Lake Forest College
BA (Business)
1994-1997
Jeffrey Duncan Skills
Alternative Investments
Asset Allocation
Fixed Income
Asset Management
Equities
Relationship Management
Investment Management
Client Service
Institutional Marketing
Institutional Investors
Management
Microsoft Office
Sales
Public Speaking
JavaScript
Ratings
Jeffrey Duncan Summary
Jeffrey Duncan, based in Glenview, IL, US, is currently a Senior Investment Specialist at Polen Capital. Jeffrey Duncan brings experience from previous roles at Castleark Management LLC, PNC Capital Advisors, Lotsoff Capital Management and Mercer Investment Consulting. Jeffrey Duncan holds a 2000 - 2002 MBA in Finance @ DePaul Driehaus College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Fixed Income, Asset Management, Equities and more. Jeffrey Duncan has 1 emails and 1 mobile phone numbers on RocketReach.
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