Garry Duncan, CAIA

Managing Director, Head of Client Development at Angeles Investments

Garry Duncan, CAIA has a diverse work experience in the finance industry. Garry is currently the Managing Director and Head of Client Development at Angeles Investments. Prior to that, they worked as the Managing Director of Market Development at Laconia, where their responsibilities included building relationships with institutional investors and supporting early-stage companies. Before that, they served as the President of Verger Capital Management, overseeing various aspects of the firm's operations and client development. Garry also held senior positions at PNC Institutional Asset Management, where they were involved in market development, talent development programs, and foreign exchange management. Garry has experience in international markets as well, having worked at National Australia Bank, Credit Agricole Indosuez, and Standard Chartered Bank, where they focused on foreign exchange and developing client relationships in emerging markets. Garry's expertise spans client development, investment management, risk management, and strategic planning.

Garry Duncan, CAIA, obtained their MBA degree specializing in Finance & Strategy from Penn State University, where they studied from 2004 to 2006. Garry also holds a Bachelor of Arts degree in General Arts and Sciences, which they completed at Penn State University from 1986 to 1989. Garry further completed the CAIA Charterholder certification from the CAIA Association in October 2008. Additionally, they hold several other certifications, including the Chartered Alternative Investments Analyst certification, which institution and acquisition date are not provided. Furthermore, Garry possesses inactive certifications such as the Series 24-General Securities Principal, Series 66-Uniform Combined State Law Examination, and Series 7-General Securities Representative, all obtained from the Financial Industry Regulatory Authority (FINRA).

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Timeline

  • Managing Director, Head of Client Development

    January, 2022 - present