Josh Tucker, CFA

Investment Analysis

In both his academic and professional careers, Josh has cultivated a deep expertise in investment research, including areas of individual stock analysis and macroeconomics. On behalf of CornerCap clients, he leverages his research findings to guide stock selection within client portfolios and the CornerCap mutual fund.  While Josh’s research findings are applied across the broad range of CornerCap portfolios, he specializes in the CornerCap Small Cap mutual fund in which many clients are invested.

Education and Accreditation

  • BS, Finance – Mississippi State University
  • MBA – Georgia Institute of Technology
  • Chartered Financial Analyst (CFA) Charterholder
  • Member, CFA Institute
  • Member, CFA Society Atlanta

Jeff's Insights & Resources

How Certain Is Uncertainty?

When it comes to growing and protecting your wealth people feel that the future today is more uncertain than ever before. CIO Cannon Carr talks about the role of psychology and data in today’s financial markets.

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Putting Omicron in Context

The potential spread of the Omicron strain is roiling markets. Here’s our quick take to keep it in perspective. At its face, the potential rise

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Uncertainty

The companion video for this piece is available for viewing here: From a wealth planning perspective, today may seem more uncertain than ever. Rising inflation!

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