Jonathan Duggan

Mr. Jonathan Duggan is a Portfolio Manager at Strategic Advisers LLC and a Principal at Touchstone Retirement Group LLC.
In this role, he is responsible for overseeing the taxable Fixed Income investment strategy.
Prior to assuming his current responsibilities, Mr. Duggan was a team leader at Strategic Advisers LLC, managing a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S.
fixed income area.
Before joining Fidelity as a senior research analyst in 2007, he was an assistant vice president and research analyst at Deutsche Bank.
Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial.
Prior to that, he worked at Reidy and Company, Inc. and New England Financial.
He has been in the financial industry since 1994.
Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University's Sawyer School of Management.
He is also a CFA charterholder and a member of CFA Society Boston.