About Todd

Todd Duncan is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

Todd builds and manages portfolios to address the wealth management needs of ultra-high-net-worth investors and multi-generational families who have complex investment structures. He brings over twenty years of investment management experience to the team he co-founded, driving The JMT Group's investment strategy and portfolio implementation across multiple asset classes in both public and private markets.

Before joining J.P. Morgan Wealth Management with his team from First Republic in 2023, Todd was a Lead Private Wealth Portfolio Manager at Wells Fargo's Private Bank in Palo Alto. This followed 15 years as a Portfolio Manager and Investment Analyst for Enterprise Trust and Investment Company in Los Gatos.

Todd earned a B.S. in Business Management from San Jose State University, where he played baseball and soccer and was a 1999 MLS draft pick. He received an M.B.A. from the same institution and holds the Chartered Financial Analyst® (CFA®) designation.

Active in his local community for many years, Todd currently sits on the investment committee for Bellarmine College Preparatory. He lives in Santa Cruz, California with his wife and two daughters.

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now