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Cuc Nguyen

Cuc Nguyen

Associate at Northrock Partners, LLC

Saint Paul, MN , United States

About

Cuc Nguyen is an Associate at NorthRock Partners in Saint Paul, MN, where she supports client advisory teams with investment analysis, portfolio management, and personalized wealth solutions. Her work leverages expertise in financial planning and tax strategies for high-net-worth individuals, family offices, and business owners.

Before joining NorthRock Partners in 2023, Nguyen was a Tax Associate at Baker Tilly US, where she focused on tax compliance and planning for diverse client portfolios, and also contributed as a Tax Preparer at Prepare + Prosper from 2017 to 2023. These roles honed her analytical abilities in accounting and taxation, with particular exposure to the financial services, private wealth, and real estate sectors.

Nguyen holds a Bachelor of Applied Science in Accounting from the University of Minnesota, providing her with a strong technical background in finance and tax. She is recognized for her contributions to optimizing tax strategies and supporting comprehensive investment planning, with a growing focus on multi-asset portfolios and high-net-worth wealth management.

Career History

OrganizationRoleDate RangeDetails
NorthRock PartnersAssociateFeb 2023 to Present
Baker Tilly USTax AssociateOct 2021 to Feb 2023
Prepare + ProsperTax PreparerJan 2017 to Feb 2023

Education

University of Minnesota

Bachelor of Applied Science - BASc, Accounting

2019 2021

Others at Northrock Partners, LLC (6)

NameRoleLocation
Brent Field
Brent Field
Chief Investment OfficerMinneapolis, MN , United States
Jackson Sattervall
Jackson Sattervall
Investment AnalystMinneapolis, MN , United States
Naomi Leung
Naomi Leung
Senior AssociateCA , United States
S
Shauna Bednar
Senior AssociateInver Grove Heights, MN , United States
Sam Rademacher
Sam Rademacher
AssociateMinneapolis, MN , United States
Theodore Bauer
Theodore Bauer
TreasurerMinneapolis, MN , United States

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