Duncan is an independent thinker and driven to learn and find success, he will not shy away from opportunities to learn from others and travel the globe to learn our many cultures.
He partners with East Coast RIAs, single/multi-family offices, and trust companies to understand their goals and bring them top talent. Duncan knows this requires hard work every day and timing is key. Duncan believes that building long term relationships with clients and candidates is very important and will yield the best results over time. This approach creates partnerships that bring together the very best talent and successful wealth management firms .
Duncan’s previous industry experience includes working closely with a fee-only wealth advisor on the asset allocation of equity and commodity portfolios.
Duncan is a graduate of Grand Valley State University where he obtained a BBA in finance and management.
Connect with Duncan on LinkedIn.
“We had a challenging search (high standards) in a challenging time (tight markets and then pandemic). We also had to observe through a number of initial candidates that we were going to need to revise our budget higher for the quality of candidate we demanded. Duncan was very patient through that process with us. Only improvement would have been related to some communications regard salary-expectations with our final candidate, but it all worked out and Duncan was very professional about fees given those circumstances. Overall another job well done by Judson Group.”
“Duncan was extremely professional and responsive. He took the time to learn about our requirements and preferences and then promptly delivered! A superb experience!”
“Duncan took the time to understand our culture and core values. He focused on bringing candidates that meet our value proposition and mission. I have already recommended Judson Group to other Financial Planning Firms.”
“Service was outstanding! Duncan was outstanding for both the candidate and the employer to be sure that it was a clear win-win situation for both. He is a professional and very competent recruiter leaving no stone unturned from the initial call to the interview process to the offer. How many recruiters call you a week after you start your job to check in an see how things are going? Duncan did!”
“Duncan was amazing! So happy with him and Hunter! My first time using a recruiter and he has set the expectations. Would highly recommend to others!”
“I can’t think of anything that needs improvement. Working with Duncan and Judson Group was a great experience. I’m extremely happy with the level of service that Duncan provided throughout the process. I would recommend Duncan and the Judson Group to any advisor looking for a different opportunity.”
Recent Completed Searches:
- Chief Compliance Officer
- Financial Advisor
- Senior Wealth Advisor
- Senior Lead Advisor
- Associate Advisor
- Client Operations Specialist
- Client Relationship Manager
- Financial Planner
- Client Service Associate
- Senior Manager, Financial Planning
- Junior Investment Consultant
- Director of Financial Planning
- Client Advisor
- Portfolio Analyst
- Investment Operations and Client Service Associate