Tucker Grinnell

Client Service Associate

As a Client Service Associate, Tucker Grinnell focuses on creating a seamless and supportive experience for clients—handling onboarding, account openings, and the day-to-day operational details that help build trust and clarity. He brings a strong interest in financial planning, sustainability, and market dynamics, which shape his approach to both client service and long-term financial wellness.

Tucker began his career at Merrill Lynch in San Francisco as a Client Service Associate, where he supported a high-performing advisory team and developed a deep appreciation for precision and communication in wealth management. He went on to work as an ESG Analyst at ETHO Capital, a small ESG-focused investment firm, where he researched environmental, social, and governance metrics to inform sustainable investment strategies. Most recently, he worked at Stone Coast Fund Services, specializing in hedge fund administration, where he further expanded his knowledge of fund operations and client reporting.

Tucker earned his degree in Environmental and Natural Resource Economics from the University of Rhode Island, where he built a strong foundation in economic analysis and sustainability. He is currently beginning his studies for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, driven by a passion for helping individuals and families navigate their financial futures.

Outside of work, Tucker enjoys surfing along the Maine coast, skiing, boating, beaching, and exploring the many nearby islands. He values time spent with family and friends and takes every opportunity to enjoy the outdoors and stay connected to the natural world.