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.

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

How to protect yourself from debit card fraud

July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now