Todd DuncanTodd Duncan, CFA®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Emerging markets may offer more than meets the eye – selectivity matters
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April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
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March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now