Joseph Brian Duncan

Current Employers

Employment History

• 02/2015 → Present
  Pine Valley Investments
  Marlton, NJ

Previous Registrations

• 2006-01-11 → 2009-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

PV Capital LLC / Investment-related / 10 E Stow Rd, Suite 200, Marlton, NJ 08053 / PV Capital LLC is the General Partner and Manager of the PV Opportunity Fund Series I / Managing Member / As a managing member, Mr. Duncan is responsible for investment due diligence and high-level portfolio management. His involvement averages 5-10 hours per week. His duties include being directly involved in fund operations including overseeing the fund administrator and coordinating with independent auditors to ensure financial accuracy and regulatory compliance. Pine Valley Planning LLC / Investment-related / 10 E Stow Rd, Suite 200, Marlton, NJ 08053 / Pine Valley Planning LLC is an agency which offers insurance solutions (Life DI and LTC) as part of comprehensive financial planning / As a Partner, Mr. Duncan provides strategic oversight and risk management consulting with his involvement is limited to approximately 5 hours per week primarily focused on high-level management and client strategy. Magerian Fund GP / Investment-related / Magerian Fund GP is the General Partner and Manager of the Magarian Fund LP / Managing Member / Mr. Duncan's involvement averages 5-10 hours per week. His duties include managing internal controls and partnership administration distinct from primary portfolio management. LACROSSE COACH - Mr. Duncan teaches children about the basics of lacrosse. He runs camps and clinics for local lacrosse teams.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-15
• S66 Uniform Combined State Law Examination
  2005-11-30

Other Names

• Joseph B Duncan