Profile
Mr. Joseph Duncan is a Portfolio Manager at Philadelphia Investment Partners LLC.
He has over 10 years of advising experience and is now a highly sought-after investment professional for high net worth families.
Prior to joining Philadelphia Investment Partners in 2009, Mr. Duncan was a Financial Advisor and Partner at Merrill Lynch.
He worked out of the Flagship 5th Avenue office located in New York City.
Mr. Duncan graduated from Rutgers University with a double major in Economics & Management and Labor Relations.
Former positions of Joseph Duncan
| Companies | Position | End |
|---|---|---|
Philadelphia Investment Partners LLC
Philadelphia Investment Partners LLC Investment ManagersFinance PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets. | Portfolio Manager-Equities | 2015-01-31 |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | - |
Training of Joseph Duncan
Experiences
Positions held
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
Philadelphia Investment Partners LLC
Philadelphia Investment Partners LLC Investment ManagersFinance PIP seeks to garner investment ideas using macroeconomic data coupled with top-down fundamental analysis with a quantitative overlay. Their investment process is a search for attractively valued equities positioned to benefit from the prevailing macroeconomic environment. The firm focuses on economic inflections, structural changes, government policy, and secular themes in the belief that such factors bear the greatest influence on long-term fundamental performance and the recognition of value by capital markets. | Finance |
Rutgers State University of New Jersey
Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
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