- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
With over 20 years of industry experience, Duane has developed an expertise in asset management for private and institutional clients. He has a proven track record in managing assets and developing personalized solutions for clients. He has a deep understanding of the markets and excels at creating customized risk mitigating strategies for clients to help insure long term wealth retention and growth.
Experience
Duane has over 20 years of experience in the financial services industry. The past 8 years he worked as a Senior Portfolio Strategist with Bank of the West in Newport Beach, CA. He also worked at BNY Mellon as a Portfolio Manager in their Private Wealth division.
Community Involvement
Duane is actively involved in the community and is member of the National Society of Hispanic MBAs. He has also held board positions with the YMCA of Orange, and the Loyola Marymount University MBA Alumni Board.
Joined Northern Trust
2017
Education
Master of Business Administration in International Finance from Loyola Marymount. Bachelor of Science in Finance from California State University.
Credentials
Personal Financial Specialist (PFS)
Newport
Cash Services Available | ATM in lobby*
660 Newport Center Drive
Suite 1100
Newport, California 92660