Grace Duncan, CFA, is a seasoned financial advisor dedicated to building enduring financial success for individuals and institutions. A graduate of Yale University, Grace specializes in Endowment Strategy, leveraging her deep understanding of sophisticated investment principles to help clients achieve long-term financial goals and secure their legacies. With a client-centered approach, she delivers tailored strategies based on rigorous analysis and a commitment to transparency. Grace believes in fostering strong relationships built on trust and open communication. Beyond the world of finance, Grace pursues a passion for history and craftsmanship, reflected in her world-class collection of vintage fountain pens.
💡 Fun Fact: I have a world-class collection of vintage fountain pens.
