Pfm tuckwood

Stephen Tuckwood, CFA®

Vice President

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 Research Team which resides within the Investment Management Department of Goldman Sachs Personal Financial Management. 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 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, clients and prospects. Tuck is a voting member of the firms Investment Oversight Committee (IOC) and directs the Centrally Managed Oversight Committee (CMOC).

Previously, he worked in the Atlanta office, where he 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) where 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.

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