Duncan Morton III, CFA
Duncan Morton III, CFA has 20 years of financial services experience. Duncan is Managing Director of Summit Creek Capital LLC, an investment management company with interests in distributed energy generation and community development focused on sustainable food systems.
In addition, Duncan holds the Series 65 Investment Advisor Representative license and offers wealth management services through CONCERT Wealth Management, Inc., a registered investment advisor.
Prior to founding Summit Creek Capital LLC, Duncan worked with UBS Financial Services, Inc., as branch manager and vice president-investments in Sun Valley, Idaho. There, he focused on Employee Stock Ownership Plans (ESOP), providing tax deferral strategies and building post-transaction investment portfolios. In addition, he provided individuals, families, and institutions with short and long-range wealth management services, including lending solutions, equity risk strategies, and financial and estate planning. Earlier, Duncan worked as a financial analyst at Moss Adams LLC in Seattle, Wash., advising privately-held companies and family limited partnerships with specific focus on valuations, estate and tax situations, and fairness opinions.
Duncan is a member of the CFA Institute and is a Chartered Financial Analyst; he earned a master’s degree in management from the Georgia Institute of Technology and bachelor’s degree in history from the University of North Carolina at Chapel Hill. He serves as Treasurer on the board of directors of The Sage School in Hailey, Idaho.
As an avid skier, mountain biker, and golfer Duncan has been a resident of Idaho since 1998, with his wife and two kids.