Duncan Perry

Duncan Perry is the Principal and Chief Compliance Officer at Smarter Bear Financial, a registered investment advisory firm he co-founded in 2023. His extensive career spans over 25 years in financial planning and executive roles within various technology startups, primarily based in Boston.

Educational Background

Duncan holds a Bachelor's degree in Electrical Engineering and an MBA from Cornell University, which equipped him with a solid foundation for his work in the high-tech industry.

Professional Experience

• Early Career: Duncan began his career as a financial planner for IBM, one of North America's largest companies at the time.
• Technology Sector: He transitioned to financial planning for a software startup in Boston, where he spent the majority of his career. His roles included leadership positions in companies that underwent Initial Public Offerings (IPOs) and were acquired by major technology firms and private equity.
• Investment Advisory: In 2023, he shifted focus to personal finance, aiming to assist individuals and families with their financial planning needs. As part of Smarter Bear Financial, Duncan emphasizes a fiduciary approach, prioritizing clients' interests without the influence of commissions or sales goals.

Services Offered

At Smarter Bear Financial, Duncan provides customized financial planning services, including:

• Retirement planning
• Tax strategies
• College funding
• Estate planning

This comprehensive approach aims to help clients achieve peace of mind through solid financial strategies tailored to their unique circumstances.123