Duncan Harris, CFP®
Associate Vice President
Duncan is responsible for supporting the operations of the firm’s Institutional OCIO, Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2021, Duncan was a licensed Private Client Banker at JP Morgan Chase. Additionally, he served with the United States Marine Corps Reserve. Duncan graduated with a B.S. in Finance from Southern New Hampshire University. He is currently pursuing Loyola University Chicago’s MBA graduate degree as well as the CERTIFIED FINANCIAL PLANNER® certification.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
