Duke Jones, who holds a Chartered Market Technician (CMT) designation, is a Senior Financial Analyst in the Private Banking and Investment Group of Merrill Lynch, where he directs financial research and portfolio allocations for over $4B in assets.
Previously Duke served as a Vice President and Portfolio Manager for BlackRock (BLK-NYSE) in their Private Investors division where he partnered exclusively with Merrill Lynch Financial Advisors to provide customized investment solutions to their high net worth and institutional clients.
Duke has served as a hedge fund manager and quantitative analyst providing research and historical model back-testing and investment consulting to family offices and corporations for several years. He developed a proprietary sector and industry classification pyramid which generates quantitative rankings of sector and industry constituents that are beneficial in portfolio management and risk modeling.
Duke previously served as Vice President and Portfolio Manager for Cullen Frost (CFR-NYSE: Frost National Bank.) During his tenure, he served as Chair of the Investment Strategy Committee, which consisted of a team of 28 portfolio managers and analysts (11 CFA’s) that oversaw asset allocation and equity selection for over 12 billion in trust assets. During this period, investment performance ranking rose from the 75th percentile to the top quartile.
During his career he has served as a research analyst covering the Technology, Telecom and Discretionary Sectors with specific industry coverage of Computer Software, Computer Services, Media, Broadcasting, Entertainment and Telecommunication Equipment & Services.
He has conducted numerous presentations on investment strategies, asset allocation and fundamental and technical modeling for Merrill Lynch Institutional clients, private family offices and organizations such as Texas Society of CPA’s and Treasury Management Association.
Duke has been quoted in Barron’s, the Wall Street Journal, Bloomberg and the local press. He is a member and former Director of the CMT Association, as well as a member of the CFA Institute and Houston Financial Analyst Society.