Kai Duncan, CFA, is a finance professional with extensive experience in investment banking and portfolio management. Currently serving as an Associate at Objective, Investment Banking & Valuation since June 2023, Kai previously held the position of Investment Banking Associate at MarshBerry from May 2021 to May 2023. Prior experience includes roles as a Portfolio Management Associate at Bank of America Private Bank and various positions at Raymond James, including Vice President and Associate in Fixed Income Trading. Kai's early career included analytical roles at PricewaterhouseCoopers and Port Tampa Bay, alongside an internship at Northwestern Mutual. Educational qualifications include a Master of Science in Finance from the University of Tampa and a Bachelor of Arts in Finance from the University of South Florida.
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