Caleb Tucker, Cfa Email and Phone Number
Caleb Tucker, Cfa work email
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Caleb Tucker, Cfa personal email
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As the owner of Noema Capital, Caleb is on a mission to acquire, operate, and grow an exceptional business. With over 10 years of experience in the financial services industry, he has excelled as both a financial advisor and investment strategist. Prior to founding Noema Capital, Caleb served as the Director of Portfolio Strategy at Merit Financial Advisors and the Director of Investments at Wellspring Wealth, where he contributed to the success and growth of both firms. Caleb holds the Chartered Financial Analyst (CFA) designation and an MBA from Duke University. Outside of work, he serves as the Chairman of the Board for Curing Kids Cancer and volunteers for the Auditory Verbal Center in Atlanta.
Noema Capital
View- Website:
- Www.Noemacap.com
- Employees:
- 1
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Noema CapitalAtlanta, Ga, Us -
FounderNoema Capital Nov 2023 - PresentNoema Capital seeks to acquire an exceptional business, then continue to grow and operate the business post-close. -
PresidentStampitcrete Aug 2024 - PresentFounded in 1993, StampItCrete has been a leader in the concrete finishing industry for decades. StampItCrete provides a wide range of concrete solutions, including stamped concrete, resurfacing, acid stains/dyes, and plain concrete flatwork services. -
Director Of Portfolio StrategyMerit Financial Advisors Jul 2021 - Oct 2023Alpharetta, Ga, Us -
Director Of InvestmentsWellspring Wealth May 2019 - Jul 2021
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Investment AnalystMerrill Lynch Nov 2017 - May 2019New York, Ny, Us -
Vp- Financial ConsultantCharles Schwab Jul 2015 - Sep 2017Westlake, Texas, Us -
Associate Financial ConsultantCharles Schwab Aug 2014 - Jul 2015Westlake, Texas, Us -
Client ServicesCharles Schwab May 2013 - Jul 2014Westlake, Texas, Us -
Portfolio AssistantCornerstone Management Sep 2011 - Mar 2012Duluth, Ga, Us -
Financial AdvisorEdward Jones Jun 2011 - Sep 2011St. Louis, Mo, Us -
Student AssistantGeorgia Southern University May 2009 - May 2011Statesboro, Georgia, Us -
InternCornerstone Management Jul 2010 - Aug 2010Duluth, Ga, Us
Caleb Tucker, Cfa Skills
Caleb Tucker, Cfa Education Details
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Duke University - The Fuqua School Of BusinessMaster Of Business Administration - Mba -
Parker College Of Business-Georgia Southern UniversityEconomics
Frequently Asked Questions about Caleb Tucker, Cfa
What company does Caleb Tucker, Cfa work for?
Caleb Tucker, Cfa works for Noema Capital
What is Caleb Tucker, Cfa's role at the current company?
Caleb Tucker, Cfa's current role is Founder of Noema Capital | President of StampItCrete.
What is Caleb Tucker, Cfa's email address?
Caleb Tucker, Cfa's email address is ct****@****tfa.com
What schools did Caleb Tucker, Cfa attend?
Caleb Tucker, Cfa attended Duke University - The Fuqua School Of Business, Parker College Of Business-Georgia Southern University.
What skills is Caleb Tucker, Cfa known for?
Caleb Tucker, Cfa has skills like Financial Analysis, Relationship Building, Investments, Portfolio Management, Financial Advisory.
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