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Andrew Duncan

Portfolio Manager at Foster Victor Wealth Advisors, LLC

Greenville, SC , United States

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

OrganizationRoleDate RangeDetails
Foster Victor Wealth AdvisorsPortfolio ManagerMar 2024 to Present
Portfolio Manager for Dividend Strategies and Alternative Investments. Income production specialist. UHNW Client specialist. Internal education specialist.
Frost Investment AdvisorsVice President, Senior Research AnalystFeb 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 ManagerMay 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 CompanyVice President, Equity InvestmentsMay 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, IncVice President, Head of Equity Mutual FundsJan 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, IncPortfolio Manager and Senior Securities AnalystOct 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, IncSecurities AnalystJan 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

Portfolio Management
Alternative Investments
Mutual Funds
Equities
Asset Management
Equity Research
Investment Strategies
Bloomberg
Institutional Investments
Asset Allocation
Investment Management
High Net Worth Individuals
Collateral Management
Equity Derivatives
Fundamental Analysis
Investment Advisory
Family Office
Investments
Securities
Fixed Income
Economics
Strategy
Valuation
Derivatives
Trading
Finance
Financial Analysis
Options
Financial Markets
Leadership

Others at Foster Victor Wealth Advisors, LLC (6)

NameRoleLocation
J
Jonathan McAdams
Chief Investment OfficerSC , United States
Matthew Hart
Matthew Hart
Portfolio ManagerGreenville, SC , United States
Rob Victor
Rob Victor
PrincipalGreenville, SC , United States
Shawn Penland
Shawn Penland
Trading AnalystGreenville, SC , United States
Yuval Ezer
Yuval Ezer
Portfolio ManagerCharlotte, NC , United States
Paul Foster
Paul Foster
PrincipalGreenville, SC , United States

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