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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NorthRock Partners | Associate | Feb 2023 to Present | — |
| Baker Tilly US | Tax Associate | Oct 2021 to Feb 2023 | — |
| Prepare + Prosper | Tax Preparer | Jan 2017 to Feb 2023 | — |
Education
University of Minnesota
Bachelor of Applied Science - BASc, Accounting
2019 — 2021
Others at Northrock Partners, LLC (6)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Minneapolis, MN , United States | |
| Investment Analyst | Minneapolis, MN , United States | |
| Senior Associate | CA , United States | |
S Shauna Bednar | Senior Associate | Inver Grove Heights, MN , United States |
| Associate | Minneapolis, MN , United States | |
| Treasurer | Minneapolis, MN , United States |
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|---|---|---|---|
| Portfolio Manager | Compass Capital Management, Inc. | Saint Paul, MN , United States | |
| CEO and Senior Portfolio Manager | Compass Capital Management, Inc. | Saint Paul, MN , United States | |
P Paul Kronlokken | Principal and Portfolio Manager | Palisade Asset Management, LLC | Minneapolis, MN , United States |
S Shawn Eells | Portfolio Manager | Palisade Asset Management, LLC | Excelsior, MN , United States |