Joseph Anthony Tatusko
Plus aucun poste en cours
Profil
Mr. Joseph A.
Tatusko, CFA, is Chief Investment Officer at Westport Resources Management, Inc. He coordinates all of Westport Resources’ portfolio management activities.
He manages investment portfolios based on well-defined goals that are carefully in tune with each client’s risk tolerance and personal time horizon.
He designs and executes prudent portfolio strategies based on unique client objectives.
The process of portfolio management takes into account estate planning and tax considerations in order to create a comprehensive, understandable plan for long-term financial success.
He emphasizes quantitative and fundamental value analysis to define asset allocation and selection of individual securities when constructing customized portfolios for clients.
He has more than 15 years of global markets experience on Wall Street in portfolio management and quantitative risk analysis with firms such as Credit Suisse First Boston, the Bankers Trust Company and KPMG Consulting.
Mr. Tatusko received his Bachelor of Arts degree in Asian Studies from the Rochester Institute of Technology and his MBA from New York University.
He is also a Certified Financial Planner.
Anciens postes connus de Joseph Anthony Tatusko
| Sociétés | Poste | Fin |
|---|---|---|
Westport Resources Management, Inc.
 Westport Resources Management, Inc. Investment ManagersFinance Founded in 1986 by John Vaccaro, Westport Resources Management, Inc. is a registered investment advisor located in Westport, Connecticut. The firm is a subsidiary of United Capital Financial Partners, Inc.. They provide discretionary investment management services to individuals, businesses and professional practices. | Directeur en chef des Investissements | 31/10/2016 |
| KPMG Consulting, Inc. | Corporate Officer/Principal | - |
Credit Suisse First Boston LLC
 Credit Suisse First Boston LLC Investment Banks/BrokersFinance Credit Suisse First Boston LLC provides global investment banking services in the United States. It provides private banking and financial advisory services and banking products. Its businesses include securities underwriting, sales & trading, investment banking, private equity, alternative assets, financial advisory services, investment research and asset management. It is headquartered in New York, NY. | Corporate Officer/Principal | - |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Gestionnaire de Portefeuille-Actions | - |
Formation de Joseph Anthony Tatusko
| Rochester Institute of Technology | Undergraduate Degree |
| New York University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Westport Resources Management, Inc.
Westport Resources Management, Inc. Investment ManagersFinance Founded in 1986 by John Vaccaro, Westport Resources Management, Inc. is a registered investment advisor located in Westport, Connecticut. The firm is a subsidiary of United Capital Financial Partners, Inc.. They provide discretionary investment management services to individuals, businesses and professional practices. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Credit Suisse First Boston LLC
Credit Suisse First Boston LLC Investment Banks/BrokersFinance Credit Suisse First Boston LLC provides global investment banking services in the United States. It provides private banking and financial advisory services and banking products. Its businesses include securities underwriting, sales & trading, investment banking, private equity, alternative assets, financial advisory services, investment research and asset management. It is headquartered in New York, NY. | Finance |
| KPMG Consulting, Inc. | Commercial Services |
