Mark Tucker, CFA

Portfolio Manager/Advisor at Arkadios Capital

Mark Tucker, CFA has a diverse background in the investment industry. Mark is currently working as a Portfolio Manager/Advisor at Arkadios Capital, where they have been instrumental in creating and managing the Arkadios Managed Solutions Program, which has grown to $500 million in assets in less than 2 years. Mark also works with partner advisors nationwide to transition clients into the program and educate them on various portfolio structures and investment ideas.

In addition to their role at Arkadios Capital, Mark is also the President of Tucker Investment Counsel LLC.

Prior to these positions, Mark worked at CornerCap Investment Counsel for over a decade as a Vice President/Portfolio Manager. Mark centralized the management of high net worth client portfolios, ensuring compliance with firm policies and client objectives. Mark also served as the primary link to the firm for client relationships and was responsible for the ongoing development and implementation of each client's wealth plan.

Before joining CornerCap, Mark worked at Eads & Heald Investment Counsel as a Portfolio Manager/Securities Analyst/Chief Compliance Officer. In this role, they conducted fundamental research on companies, made investment recommendations, and ensured compliance with regulatory and industry practices. Mark also served as a Securities Analyst/Trader, executing trades generated by the Portfolio Management team.

Earlier in their career, Mark worked at SunTrust Robinson Humphrey as a Research Associate. Mark assisted supervisory analysts in editing research reports, supported senior analysts in various projects and preparation activities, and authored articles for a weekly newsletter distributed to investment consultants.

Overall, Mark Tucker's work experience showcases their expertise in portfolio management, investment analysis, client relationship management, and compliance.

Mark Tucker, CFA, obtained their Bachelor of Arts degree with a major in Economics from The University of the South between 1997 and 2001. In September 2005, they became a Chartered Financial Analyst (CFA) Charterholder, which was awarded to him by the CFA Institute.

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Timeline

  • Portfolio Manager/Advisor

    August, 2020 - present