Justin A. Duke

Justin A. Duke, CFA, joined Simon Quick Advisors in August 2026 as Managing Director, Client Advisor, in the firm’s Dallas office. In this role, Justin works directly with high-net-worth individuals, families, and business owners to build and manage customized investment portfolios and financial plans.

Justin brings nearly 25 years of wealth management experience to his role. Most recently, he spent 11 years at BNY Wealth as Senior Vice President and Team Leader, where he worked closely with high-net-worth clients and also led the firm’s investment personnel across the state of Texas. Prior to BNY, Justin spent 10 years at a regional bank, serving as Texas State Manager for Portfolio Management and as a Senior Vice President working directly with clients on the construction of their investment portfolios. He began his career at Northern Trust in Santa Barbara, California, where he was born and raised.

Justin is a graduate of San Diego State University and a CFA charterholder. He is an active member of the CFA Institute and the CFA Society of Dallas-Fort Worth, and earlier in his career spent several years grading exams on behalf of the CFA Institute. He is also active in his community, currently serving as an endowment trustee for the Bishop Dunne Catholic School. Justin resides in Frisco, Texas, with his wife and their three children.