Joseph
Tatusko,
CFA, CFP®
Co-Chief Investment Officer
CFO Capital Management
Education:
- M.B.A. in Finance from New York University, Stern School of Business
- B.A. in Asian Studies from Eisenhower College/Rochester Institute of Technology
Experience & Certifications:
- Over 20 years direct experience in financial planning and portfolio management
- 12 years as Chief Investment Officer for a large wealth management firm located in Westport, CT
- Credit and Market Risk Analyst at Bankers Trust Company
- Senior Manager in Risk Consulting at KPMG
- Chartered Financial Analyst® To learn more about being a CFA charterholder click https://www.cfainstitute.org/en/about/employers/hire
- CERTIFIED FINANCIAL PLANNER™ To learn more about the CFP® designation click https://www.cfp.net/why-cfp-certification/the-standard-of-excellence
Joe fully engages with clients in defining their unique financial objectives and developing a lifetime financial roadmap customized for every individual’s specific needs and concerns. The financial road map lays out a plan the aligns innovative solutions with well-defined objectives. Asset allocation and portfolio management capabilities are designed to meet the client’s needs for asset growth, future income, and preservation of capital.
As a CFP® professional Joe at all times acts as a fiduciary dedicated to act in the best interests of every client.
Joe is a resident of Southport, CT and Palm Beach Gardens, FL and enjoys golf, tennis, and the outdoors. He has three boys residing in Alexandria, Virginia and Westport, CT. Joe reads extensively about almost any topic or theme and especially enjoys long hikes with his rescue dog Farrah.