Thursday, 23 February 2012
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  • About Duncker Streett
  • Why Duncker Streett?
  • Meet The Team

Meet The Team

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  • Donald Streett
  • Kelly Sullivan
  • John Moulton, Jr.
  • Katie Haftarczyk
  • Sharon Scott
Donald H. Streett

Co-Founder

Mr. Streett was a co-founder in 1990 of Duncker Streett & Co., LLC, having been an investment advisor and portfolio manager since 1966. He was educated at Princeton University (A.B., 1957) and served in the U.S. Army Reserves from 1957 to 1963. Although he has stepped down from day-to-day portfolio management, Mr. Streett makes himself available to the firm's principals and clients for advice and consultation. In addition he devotes himself to charitable, philanthropic, and other not-for-profit endeavours.

 

Kelly B. Sullivan

President

Mr. Sullivan joined Duncker Streett & Co., LLC in 1993. From 1974 to 1992 he was involved in commercial banking, financial consulting, and corporate finance. Mr. Sullivan was educated at Harvard College (A.B., 1971) and St. Louis University (M.B.A., 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.

John R. Moulton, Jr.

Senior Vice-President

Having been in the investment business since 1980, Mr. Moulton has been employed as an investment advisor and portfolio manager with a major securities brokerage firm, with an investment management firm of which he was a founder, and with Maguire Investment Advisors until he joined Duncker Streett & Co., LLC in 1996. Mr. Moulton attended St. Lawrence University and graduated from the University of Oregon (B.S., 1978). He pursued graduate business studies at the University of Oregon and St. Louis University and has earned professional certification as a Chartered Financial Analyst and Certified Financial Planner.

Katie Haftarczyk

Office Manager

As Office Manager, Katie combines her focus on personal service to the clients of Duncker Streett & Co., LLC with her experience in and knowledge of financial services and wealth management. Katie oversees the firm's operations and portfolio management systems. She handles account administration, communication with clients, and takes pride in finding answers and solutions to client inqueries. In addition, Katie provides back up to Duncker Streett's Chief Compliance Officer and is a Notary Public. Katie currently resides in Florissant with her husband, Jim. Katie and her husband enjoy spending time outdoors hiking and kayaking with their dog, Charlie.

Sharon E. Scott

Account Administrator

Sharon joined Duncker Streett & Co., LLC in 2007. She has 33 years of administrative support experience with her previous employer, Brown Shoe Company. As Account Administrator, Sharon provides administrative assistance to the firm's portfolio managers and provides support to the Office Manager in regard to back office operations.

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