Joseph Tatusko,<br>CFA, CFP®

Joseph Tatusko,
CFA, CFP®

Co-Chief Investment Officer
CFO Capital Management



Joseph fully engages with clients in defining their unique financial objectives and developing a lifetime financial roadmap customized for each individual.  The financial roadmap lays out a plan that aligns well defined objectives with asset allocation and portfolio management capabilities designed to meet our clients’ needs for asset growth, future income, and preservation of capital.

Joseph has over fifteen years direct experience in financial planning and portfolio management, most prominently recently serving as Chief Investment Officer for a large wealth management firm located in Westport, CT.  Previous experience included positions in credit and market risk analysis with the Bankers Trust Company, KPMG Consulting, and Credit Suisse.

Joseph earned a Bachelor of Arts in Asian Studies from Eisenhower College/Rochester Institute of Technology and an M.B.A. in Finance from New York University.

Joseph is a resident of Southport, CT and enjoys hiking trails throughout Connecticut with his dog Farah, playing tennis and golf, and extensive reading about almost any topic or theme.  Most recently finished reading John Banville’s The Sea.

Phone 203-221-0202