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.