Director of Client Service, Consultant Relations and Institutional Sales @ (March 2015 - March 2026)
Director, Consultant Relations @ (December 2009 - March 2015)
Senior Vice President @ Lotsoff Capital Management (June 2001 - December 2009)
Senior Research Analyst, Manager Research Group @ (January 1997 - June 2001)
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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