Duncan Perry
Principal at NORTH STAR ADVISORS LLC | Swampscott, Massachusetts, United States
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As a Principal at Smarter Bear Financial, Duncan Perry leverages over 25 years of experience in the high technology sector to deliver tailored financial planning and investment management services. His extensive background in software as a service (SaaS), venture capital, and information technology uniquely positions him to understand the intricate financial landscapes faced by employees in these dynamic industries. At Smarter Bear Financial, Duncan focuses on developing customized investment strategies that align with the specific needs of both individuals and businesses, particularly those operating in the fast-paced realms of software, hardware, and digital services.
Duncan is currently spearheading key projects aimed at enhancing financial literacy among tech professionals, helping them navigate the complexities of stock options, retirement planning, and wealth management. His expertise in e-commerce and electronics manufacturing further enriches his advisory capabilities, allowing him to provide insights that are both strategic and actionable. By employing a holistic approach to financial planning, Duncan ensures that his clients are well-equipped to capitalize on growth opportunities while mitigating risks inherent in the technology sector.
In addition to his advisory role, Duncan is passionate about fostering relationships within the venture capital community, enabling him to connect clients with potential funding sources and strategic partnerships. His commitment to professional services and outsourcing solutions empowers businesses to optimize their financial operations, ensuring sustainable growth in an ever-evolving market. Through his leadership at Smarter Bear Financial, Duncan continues to make a significant impact, guiding clients toward financial success while navigating the complexities of today’s technology-driven economy.
Principal at NORTH STAR ADVISORS LLC in January 2023 to Present
Principal at Smarter Bear Financial in January 2023 to Present
Chief Financial Officer at Numerated in December 2019 to December 2022
VP Operations at Klaviyo in July 2019 to December 2019
VP Finance at Klaviyo in December 2017 to July 2019
Senior Director, Finance at Charles River Development in January 2013 to December 2017
CFO & VP Information Systems and SaaS Operations at PeopleCube in August 2009 to July 2012
CFO/COO at Treedia Labs in March 2006 to August 2009
CFO & SVP Operations at Artisoft, Inc. in January 2003 to January 2006
CFO at SupplyWorks in January 2000 to August 2002
CFO and CIO at Elron Software in September 1997 to January 2000
Director at ON Technology in November 1994 to September 1998
CFO at Linius in January 1996 to January 1998
Site Finance Manager at IBM in June 1988 to December 1994
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Retirement Planning
Personal Tax Planning
Education Planning
Investment Management
Personal Financial Planning
Compensation & Benefits
Investment Strategies
Estate Planning
Tax Advisory
Performance Motivation
Sales
Goal Setting
Compensation
Interpersonal Skills
Business-to-Business (B2B)
Financial Modeling
Budgeting
Management Accounting
Business Management
Software Industry
Financial Reporting
Managerial Finance
Information Technology
Social Media Marketing
CFOs
Financial Analysis
Enterprise Software
Business Development
SaaS
Management
Start-ups
Leadership
Executive Management
Mergers & Acquisitions
Strategic Planning
Strategy
Strategic Partnerships
Outsourcing
Entrepreneurship
Product Management
Mergers
Cloud Computing
Cross-functional Team Leadership
IT Management
Venture Capital
Business Strategy
Integration
Business Intelligence
Professional Services
E-commerce
Finance
Customer Relationship Management (CRM)
Team Building
Acquisition Integration
Consulting
Electronics Manufacturing
Business Process Improvement
International Expansion
Software as a Service (SaaS)
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What is Duncan Perry email address?
Email Duncan Perry at [email protected] and [email protected]. This email is the most updated Duncan Perry email found in 2026.
What is Duncan Perry phone number?
Duncan Perry phone number is +17817753178 and +17814253092.
How to contact Duncan Perry?
To contact Duncan Perry send an email to [email protected] or [email protected]. If you want to call Duncan Perry try calling on +17817753178 and +17814253092.
What company does Duncan Perry work for?
Duncan Perry works for NORTH STAR ADVISORS LLC
What is Duncan Perry's role at NORTH STAR ADVISORS LLC?
Duncan Perry is Principal
What industry does Duncan Perry work in?
Duncan Perry works in the Software Development industry.
Duncan Perry Email Addresses
Duncan Perry Phone Numbers
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