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About
Andrew R. Duncan serves as Portfolio Manager at Foster Victor Wealth Advisors, LLC in Greenville, SC, where he leads the management of portfolios with a focus on dividend strategies and alternative investments. His responsibilities include overseeing investment selection, asset allocation, and strategy implementation for individual and institutional clients, leveraging his extensive analytical expertise in public equities and alternative asset classes.
Prior to joining Foster Victor, Andrew held senior investment roles including Vice President, Senior Research Analyst at Frost Investment Advisors and Senior Vice President and Portfolio Manager at Kempner Capital Management, Inc., where he specialized in equity research, portfolio management, and sector analysis. His background spans multi-asset portfolio oversight, with particular emphasis on income-oriented equities, fundamental and quantitative analysis, and alternative investment solutions.
Andrew holds a Master of Science in Finance from Texas A&M University and a Bachelor of Science in Business Administration in Finance from West Virginia University. He is also a CFA® charterholder, reflecting his commitment to professional excellence and industry best practices in investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster Victor Wealth Advisors | Portfolio Manager | Mar 2024 to Present | Portfolio Manager for Dividend Strategies and Alternative Investments. Income production specialist. UHNW Client specialist. Internal education specialist. |
| Frost Investment Advisors | Vice President, Senior Research Analyst | Feb 2017 to Oct 2022 | Specialist Portfolio Manager for bespoke client investment solutions. Portfolio Manager for Equity Income strategies. Member of the equity research team supporting Value, Growth and Mid-Cap styles. |
| Kempner Capital Management, Inc. | Senior Vice President and Portfolio Manager | May 2012 to Feb 2017 | Senior Portfolio Manager on a team managing $400 million in value and high dividend yield equity styles and U.S. Treasury fixed income for proprietary capital, mutual funds, family limited partnership... |
| American National Insurance Company | Vice President, Equity Investments | May 2006 to May 2012 | Senior Portfolio Manager on a team managing $1.25 billion in institutional equity investments across core domestic, value, equity income and international portfolios. Portfolio Manager for OTC deriva... |
| Securities Management and Research, Inc | Vice President, Head of Equity Mutual Funds | Jan 2003 to May 2006 | Lead Portfolio Manager for $500 million in equity mutual funds including growth, equity income, balanced and international objectives. |
| Securities Management and Research, Inc | Portfolio Manager and Senior Securities Analyst | Oct 1998 to Jan 2003 | Portfolio Manager on a team managing $1.5 billion in equity investments for mutual funds, institutional and high net worth accounts across multiple mandates. |
| Securities Management and Research, Inc | Securities Analyst | Jan 1997 to Oct 1998 | Fundamental equity generalist utilizing a value style. |
Education
Texas A&M University
Master of Science in Finance
1995 — 1996
West Virginia University
Bachelor of Science in Business Administration, Finance
1991 — 1995
Skills & Expertise
Others at Foster Victor Wealth Advisors, LLC (6)
| Name | Role | Location |
|---|---|---|
J Jonathan McAdams | Chief Investment Officer | SC , United States |
| Portfolio Manager | Greenville, SC , United States | |
| Principal | Greenville, SC , United States | |
| Trading Analyst | Greenville, SC , United States | |
| Portfolio Manager | Charlotte, NC , United States | |
| Principal | Greenville, SC , United States |
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