Stephen Tuckwood, CFA®Vice President, Investment Research
What's your dream for the company?
My dream is to change the industry to where clients truly do come first. And, to help as many people as possible from all walks of life achieve their financial life goals.
What are three words people use to describe you?
Analytical, conscientious, and reserved (Brit)
When you are not working, what do you care about most?
Spending time with family and friends.
What's your MoneyMind®?
Protection—winter is (always) coming!
Stephen Tuckwood (Tuck) is the Head of United Capital’s Research Team which resides within the Investment Management Department. Tuck’s team is responsible for the design, construction, management, and oversight of the firm’s central investment platform.
In addition to running the Research Team, Tuck is the portfolio manager for the firm’s Core Portfolio Solutions as well as the specialized Active Equity strategies. He also serves as a content leader for the design of client literature about the investment platform and oversees the development and evolution of new mediums for delivering messaging from Investment Management to the field and to UC's client and prospect base. Tuck is a voting member of the firms Investment Oversight Committee (IOC) and directs the Centrally Managed Oversight Committee (CMOC).
Previously, he worked in United Capital’s Atlanta office, where he served as a voting member of their investment committee. At his time within the Atlanta office, Tuck was responsible for generating new investment ideas, overseeing current positions, and managing investment portfolios. Tuck began his career at the real estate consultancy firm, Kingsley Associates (KA). During his time at KA, he worked with the firm's major institutional clients helping them assess their real estate assets. Tuck has both a bachelor’s and master’s degree in finance and holds the Chartered Financial Analyst® designation.