Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2023

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.

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now