![Ann Duncan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Ms. Ann Duncan, CFA, is Senior Portfolio Manager at The Private Client Reserve.
Ms. Duncan was previously employed as a Portfolio Manager by Russell Investment Management Co. and Avatar Associates and a Financial Officer by U.S.
Trust Co.
She received her AB in Biology from Mount Holyoke College and an MBA from London Business School.
Former positions of Ann Duncan
Companies | Position | End |
---|---|---|
Russell Investment Management LLC
![]() Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Portfolio Manager-Equities | - |
Avatar Associates
![]() Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Corporate Officer/Principal | 30/12/1994 |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 30/12/1985 |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Analyst-Equity | - |
Training of Ann Duncan
London Business School | Masters Business Admin |
Mount Holyoke College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Russell Investment Management LLC
![]() Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Finance |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Avatar Associates
![]() Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
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