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Kelly
B. Sullivan, CFA, CFP
Mr. Sullivan joined WT • DunckerStreett in February 1993. Since
1974 he has been employed in financial, investment banking, and investment
advisory positions. From 1985 to 1992 he was managing director of a regional
investment banking firm, specializing in raising capital for and providing
advisory services to a variety of public and private sector clients. From
1974 to 1985 he was involved in commercial banking, financial consulting,
and corporate finance. Mr. Sullivan graduated from Harvard College (A.B.,
1971) and received his MBA from St. Louis University (1978). He is a Chartered
Financial Analyst and Certified Financial Planner™ and has held
various professional accreditations in management accounting and securities
brokerage. Mr. Sullivan served in the Peace Corps from 1971 to 1974.
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John
R. Moulton, Jr., CFA, CFP
Having been in the investment business since 1980, Mr. Moulton was
employed as a financial advisor with a major securities brokerage firm;
a portfolio manager with an investment management firm which he cofounded;
and with Maguire Investment Advisors, until he joined WT • DunckerStreett
in 1996. Mr. Moulton attended St. Lawrence University and graduated from
the University of Oregon (B.S., 1978). He pursued gradate business studies
at the University of Oregon and St. Louis University and has earned professional
certification as a Chartered Financial Analyst and as a Certified Financial
Planner. |
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Charles
P. Duncker, CFA
Mr. Duncker has over thirty-five years experience in investments and
portfolio management, prior to which he had been a research chemical engineer
and project leader for Monsanto Chemical Company for eight years. From
1967 to 1990, he was employed by Brown Brothers Harriman & Co. In
1990 he was a co-founder of WT • DunckerStreett. Mr. Duncker is
a graduate of Washington University (B.S., Chemical Engineering, 1956,
and various graduate courses). From 1956 to 1959 he served as a First
Lieutenant in the U.S. Air Force. He earned his Chartered Financial Analyst
designation in 1975. |
