Duncan Rolph, Cfp®

Duncan Rolph, Cfp® Email and Phone Number

Principal @ box3 capital
Los Angeles, CA, US
Duncan Rolph, Cfp®'s Location
Los Angeles Metropolitan Area, United States, United States
Duncan Rolph, Cfp®'s Contact Details
About Duncan Rolph, Cfp®

Miracle Mile is built differently than the typical brokerage firm - as fiduciaries, we have the freedom and responsibility to provide proactive planning and unique investment strategies to both protect and grow our clients’ wealth. Our multi-family office structure brings an unparalleled level of service to our clients and focuses directly on their goals and aspirations.Our team works exclusively with entrepreneurs, executives, and high net worth families, advising them on all areas of their financial life. We follow a goals-based management approach to ensure clients’ needs are met along the way.Here are a few of the critical issues that often come up with our clients:- Capital gains and income tax mitigation (i.e., solar tax strategies, opportunity zones, additional research credits)- Income replacement strategies- Asset protection, estate structuring and wealth transfer planning- Charitable strategies (donor advised funds, private foundations, charitable trusts)- Stock option strategies and incentive plans- Consolidated cash flow and performance reporting across all investment accounts- Next generation involvement and educationHere is why we are different:- Innovation - We understand the opportunities and threats that financial success can bring to individuals and their families. We find innovative solutions to mitigate those threats.- Customization - Each family and situation is unique. We take our clients beyond the traditional model and create solutions customized directly to them.- Personalization - We are committed to our clients. Our multi-family office structure and high-touch service model creates a long-lasting relationship that lasts for generations.As a team, our goal is to create a higher level and standard of service and results.

Duncan Rolph, Cfp®'s Current Company Details
box3 capital

Box3 Capital

View
Principal
Los Angeles, CA, US
Website:
box3capital.com
Employees:
3
Duncan Rolph, Cfp® Work Experience Details
  • Box3 Capital
    Principal
    Box3 Capital
    Los Angeles, Ca, Us
  • Miracle Mile Advisors Llc
    Managing Partner/Owner
    Miracle Mile Advisors Llc Dec 2011 - Present
    Los Angeles, Ca, Us
    Miracle Mile Advisors is an independent, award-winning, registered investment advisory firm. We are fiduciaries focused on providing best-in-class guidance, advice, and technology tailored to evolve with our clients over time.
  • Convergent Wealth Advisors
    Managing Director
    Convergent Wealth Advisors Jul 2008 - Nov 2011
    Potomac, Md, Us
    Partner and Managing Director in the Los Angeles Office responsible providing investment advice to ultra affluent families, foundations, and institutions. Advised clients ranging from $2M to $500+M.
  • Bel Air Investment Advisors, Llc
    Vice President
    Bel Air Investment Advisors, Llc Mar 2004 - Jun 2008
    Los Angeles, Ca, Us
    Vice President for an investment advisory team managing over $1.5B in assets for high net worth families and private foundations.
  • Dealersource, Inc.
    Co-Founder, Ceo
    Dealersource, Inc. Dec 1999 - Jan 2003
    Co-founded a venture backed software company that provided supply-chain collaboration capabilities and device intelligence to the printing industry. Sold company to Imaging Portals, another software company in the space.
  • Goldman Sachs
    Mba Summer Associate
    Goldman Sachs Jun 1999 - Sep 1999
    New York, New York, Us
    Private Wealth Management in New York

Duncan Rolph, Cfp® Skills

Asset Allocation Investments Financial Advisory Portfolio Management Hedge Funds Equities Wealth Management Investment Advisory Venture Capital Alternative Investments Investment Management Due Diligence Financial Modeling Asset Management Investment Strategies Valuation Asset Managment Manage Client Relationships

Duncan Rolph, Cfp® Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Corporate Strategy
  • Northwestern University
    Northwestern University
    Honors Graduate
  • Brentwood High School
    Brentwood High School

Frequently Asked Questions about Duncan Rolph, Cfp®

What company does Duncan Rolph, Cfp® work for?

Duncan Rolph, Cfp® works for Box3 Capital

What is Duncan Rolph, Cfp®'s role at the current company?

Duncan Rolph, Cfp®'s current role is Principal.

What is Duncan Rolph, Cfp®'s email address?

Duncan Rolph, Cfp®'s email address is dr****@****ors.com

What is Duncan Rolph, Cfp®'s direct phone number?

Duncan Rolph, Cfp®'s direct phone number is +131024*****

What schools did Duncan Rolph, Cfp® attend?

Duncan Rolph, Cfp® attended The University Of Chicago Booth School Of Business, Northwestern University, Brentwood High School.

What are some of Duncan Rolph, Cfp®'s interests?

Duncan Rolph, Cfp® has interest in Education, Health.

What skills is Duncan Rolph, Cfp® known for?

Duncan Rolph, Cfp® has skills like Asset Allocation, Investments, Financial Advisory, Portfolio Management, Hedge Funds, Equities, Wealth Management, Investment Advisory, Venture Capital, Alternative Investments, Investment Management, Due Diligence.

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