Carson Tucker

Carson Tucker is an Investment Analyst Associate based in Heck Capital’s Milwaukee office. Carson works with institutional and corporate clients, conducts research, and assists in the various Heck Capital portfolio management and institutional investment strategies. Carson will serve as a member of Heck Capital’s Investment Committee, and Research team. Carson graduated from The University of Chicago Booth School of Business with a Master in Finance degree with specialization in Asset Management. He earned a Bachelor of Business Administration degree with a major in Finance and emphasis on Investments from the University of Wisconsin-Whitewater, where he graduated Magna Cum Laude. Carson passed the Level I Chartered Financial Analyst® Exam, and will be eligible for the CFA charter upon passing additional exams and the completion of the required work experience. Carson has participated in internship programs at Rockefeller Capital Management, Wasatch Global Investors, and ULINE. As a student at the University of Chicago Booth School of Business, he founded and led the Specialized Masters Student-Managed Investment Fund. Carson’s interests include Bass Fishing, Mountain Bike Racing, and Philosophy. He is looking forward to volunteering in the Milwaukee community.

Fun Fact:
I competed in the Bassmaster Series as a collegiate angler at UW-Whitewater.

What do you enjoy most about working at Heck Capital Advisors?:
I value working for an independent firm with a collaborative culture, where the team is aligned around delivering thoughtful, risk-aware investment solutions and high-quality client service.

What do you hope to achieve for your clients?:
I am committed to developing long-term client relationships that are built on trust and transparency, while applying a disciplined research process to construct balanced portfolios with a focus on strong risk-adjusted returns.