Duncan Anderson

Associate, Investment Operations

Duncan is a member of the Operations Team at BWM, providing account maintenance services, assisting Advisors with the account opening process and answers any questions regarding the HUB, accounts and more.

Prior to joining the BWM Team, Duncan worked at a club on the North Shore, where he learned to build professional relationships with members through enhanced customer services. As a staff leader, he coordinated building maintenance tasks, improving club grounds to ensure member satisfaction at all times.

Duncan graduated from St. Lawrence University in 2021 with a Bachelor of Arts degree in Sociology and Communications. He enjoys playing golf, traveling and is an avid skier in the winter season

Please Note: Limitations.The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if BWM is engaged, or continues to be engaged, to provide investment advisory services.