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:

 

 

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.

Phone 203-221-0202