Duncan EdwardsCFP®
Managing Director•Senior Relationship Manager
Duncan Edwards is a senior relationship manager for CIBC Private Wealth in Atlanta with over 15 years of industry experience. In this role, he provides comprehensive portfolio management solutions for individuals, families and foundations, and executes personalized portfolio management, asset allocation, financial planning and estate planning strategies.
His responsibilities include helping clients integrate their asset allocation and investment strategies with their tax, estate and charitable giving strategies.
Prior to joining the firm in 2007, Duncan worked as an operations and planning analyst at Vineyard Vines. He earned a Bachelor of Business Administration from Emory University’s Goizueta Business School and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Duncan serves on the Ambassador Board for the Waterside School, whose mission is to provide underserved children with opportunities for personal and educational excellence. He is also a big brother with the Big Brother program in Atlanta and volunteers as a youth sports coach at Northside Youth Organization.
Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
