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August 19, 2024 / 2024 40 Under 40 Award Honorees

2024 40 Under Forty: Tucker Childs

Age: 37 Company: Bradley, Foster & Sargent Title: Director of Wealth Planning & Portfolio Manager No. of years with current company: 11 Town where I live: West Hartford Town where I work: Hartford College: Georgia State University Highest degree: Master’s degree in Finance, Georgia State University
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Tucker Childs is the director of wealth planning and a portfolio manager at Bradley, Foster and Sargent. In his role as director, Childs guides his firm’s philosophy on wealth planning and identifies the planning issues most relevant to clients.

As a portfolio manager, he works with clients to incorporate an understanding of their needs with investment portfolios tailored to meet those needs. He is a chartered financial analyst and a certified financial planner.

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What’s been your biggest professional accomplishment so far in your career?

I led the creation of my firm’s wealth planning program from the ground up. Over the last six years, I have been tasked with building consensus among our portfolio managers to develop a wealth planning offering that complements our approach to investment management and provides additional value to our clients.

How are you involved in the community?

I am a member of the board of trustees at Wheeler Health, where I serve on the finance and retirement committees. I am on the program committee for The Estate and Business Planning Council of Hartford. I have served as a volunteer, teaching financial literacy to elementary school students in Hartford.

Why do you deserve to be a 40 Under Forty?

• I successfully led the creation of a wealth planning department at Bradley, Foster & Sargent.

• I leverage my professional strengths to support organizations that are doing good things in the community.

• I am dedicated to the promotion of integrity in the investment industry, placing clients ahead of profits.

What do you like to do outside of work?

I enjoy exploring the world with my wife and two children. I like to stay active playing soccer, golf, biking and hiking.

Fun Fact

I was a guitarist with shoulder-length hair in a rock band in high school.

Click here to return to HBJ's 2024 40 Under Forty Award Honorees

Tucker Childs

 

 

 

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