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| Our Team |
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PORTFOLIO MANAGEMENT AND RESEARCH
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William H. "Beau" Duncan, Jr.
Founder, Chairman, Chief Executive Officer and Chief Investment Officer
- Portfolio Manager: Small-Cap Growth Equity, Small/Mid-Cap Growth Equity
EXPERIENCE
Over thirty-five years of investment industry experience
BACKGROUND
- Founded Duncan-Hurst in 1990
- Portfolio Management since 1985
EDUCATION
- B.S. in Aerospace Engineering, North Carolina State University
- M.B.A. in Finance, California State University |
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Dana Erickson
Research Analyst
EXPERIENCE
Over ten years of finance experience.
BACKGROUND
- Joined Duncan-Hurst in 1998
- Investment servicing at State Street Bank
EDUCATION
- B.S. in Finance from Worcester State College
- Candidate in the Chartered Financial Analyst (CFA) program |
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William J. Heon
Vice President, Senior Equity Trader
EXPERIENCE
Over seventeen years of investment experience in equity trading.
BACKGROUND
- Joined Duncan-Hurst in 1990
- Operations/Trading at Pacific Century Advisers, Inc.
EDUCATION
- B.S. in Finance, University of Utah
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INFORMATION TECHNOLOGY, FINANCE & OPERATIONS
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Jarl D. Nelson
Vice President, Information Technology, Finance & Operations
EXPERIENCE
Over twelve years of experience in the investment management industry.
BACKGROUND
- Joined Duncan-Hurst in 1996
- Senior Systems Engineer at ComputerLand of San Diego
- Owner & General Manager of Executive Computing
EDUCATION
- Information Technology |
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