People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Duke Duncan

Portfolio Associate

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As a Portfolio Associate, Duke is responsible for the creation, execution, and oversight of client investment portfolios, preparing and inputting trades with brokers and custodians, and providing operational support to the investment management team.

Prior to The Colony Group Duke was an Accounting Associate at Standish Management, a provider of specialized fund administration services for Private Equity and Venture Capital clients. Duke is an alumni of the Charles Schwab Advisor Services RIA Intern Program and he is a CFA level I candidate.

Duke is a graduate of Bentley University, where he was an active member of the Bentley Investment Group, a student organization responsible for managing a small portion of the University’s endowment. He earned his Bachelor of Science in Corporate Finance and Accounting.