Mark Tucker, CFA

Mark Tucker, CFA

Chief Investment Officer

Responsible for the day-to-day oversight and management of the Arkadios Managed Solutions Program and the Strive Financial Asset Management Division. Mark joined Arkadios in 2020 with 19 years of investment experience and 15 years of experience as a portfolio manager managing accounts for pension plans, retirement plans, endowments, corporations, individuals, trusts and other organizations. He oversaw over $1 billion in high net worth client portfolios comprised of individual equities, fixed income securities, exchanged traded funds and mutual funds which included the development of portfolio allocation models and the creation of individual equity strategies. He has extensive experience managing taxable assets and developing strategies to minimize taxes with the opportunity to enhance returns. Mark has spoken at industry conferences about the use of portfolio rebalancing technology, overseen the inhouse development of rebalancing software and has consulted with technology firms creating rebalancers. He is a holder of the the Chartered Financial Analyst® designation and received a Bachelor of Arts in Economics from The University of the South (Sewanee)