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Josh Tucker, CFA Candidate Cornerstone Investment Management Research Associate

Josh Tucker
  • As Cornerstone Investment Management's Research Associate, Josh has passed all three levels of the CFA Program and is currently working to complete his work experience requirement. Josh runs weekly economic research projects, completes individual equity analysis, analyzes mutual funds for discretionary accounts, produces Cornerstone's performance reports, and maintains administrative portfolio management for clients. Josh received his Bachelor's of Business Administration in Banking and Finance from Mississippi State University and is currently applying to MBA Programs.
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Independent fee-based investment management advisor, retirement planning.

 

Cornerstone Investment Management and Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Alabama 36526. Fee-based investment management, hourly financial advice and planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the United States Securities Exchange Commission and is headquartered in the Eastern Shore of Mobile Bay in Daphne, Alabama.

For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info(at)csimac.com, or call 251.626.6292. Thank you for visiting our site.