Duncan Perry

Duncan Perry is a financial professional who serves as the Principal at Smarter Bear Financial.12 He is also the Founder and Chief Compliance Officer of the company.2 With a background in financial planning, Duncan's career began at IBM, where he worked as a financial planner.2

Education and Experience

Duncan Perry received his education from Cornell University.1 His experience in the financial industry spans over two decades, with a focus on providing customized financial planning and advisory services.13

Professional Background

Prior to founding Smarter Bear Financial, Duncan accumulated over 25 years of experience in global high-tech and software companies. His work history includes roles in both early-stage venture-backed firms and multinational public corporations.6

Current Role

As the Principal at Smarter Bear Financial, Duncan Perry offers tailored financial planning services to clients.1 The company was formally launched in partnership with Larry Derany, as announced on February 26, 2024.5

Regulatory Information

According to SEC records, Duncan G. Perry is actively registered with Smarter Bear Financial Advisory (CRD# 325148) and is not currently inactive or suspended with any regulator.4

Contact Information

Duncan Perry's LinkedIn profile can be found under the username "duncanperry".1 He may also go by variations of his name, including Duncan N. Perry or Duncan G. Perry.7