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J. Austin Duke | Assistant Portfolio Manager
"My goal is to help our clients achieve their personal definition of financial success and independence. I am excited about the opportunity I have here at Keeler Thomas to apply my skills and knowledge analyzing the financial markets. My work is not done until our clients have succeeded and are smiling."
Since 2012, Austin has served as the junior research analyst at Keeler Thomas, assisting Chuck with portfolio management and securities selection for individual client investment portfolios. He also serves as a member of the Investment Committee.
Austin was most recently a registered assistant at Morgan Stanley, interacting with clients and educating them on investment strategies. Prior to Morgan Stanley, Austin was an assistant commercial loan officer at Zions Bank, building lasting relationships with business executives and underwriting loan presentations for small- and mid-size companies throughout Utah County.
Austin is married and has five children, who utilize much of his free time. He holds a bachelors degree in exercise physiology from Brigham Young University, and enjoys helping family and associates better understand the benefits of good nutrition and exercise habits. He also has a masters degree in finance (MSF) from the University of Utah. He currently holds the series 7 and 66 securities licenses, and is working towards obtaining the Chartered Financial Analyst (CFA) designation.