![Joseph Anthony Tatusko](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joseph Anthony Tatusko
No open positions remaining
Profile
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.
Former positions of Joseph Anthony Tatusko
| Companies | Position | End |
|---|---|---|
Westport Resources Management, Inc.
 Westport Resources Management, Inc. Investment ManagersFinance Westport Resources Management (WRM) seeks to invest in securities with low p/e ratios and improving earnings. The firm's investment approach focuses on buying shares of companies with improving fundamentals at attractive prices. The firm will sell a position if a negative change in the company's fundamentals has occurred since, or was missed, in their initial analysis. WRM reanalyzes the opportunity when a stock reaches a pre-determined price objective and this process may result in a sale. | Chief Investment Officer | 31/10/2016 |
KPMG Consulting, Inc.
 KPMG Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Provides a wide range of management consulting services | Corporate Officer/Principal | - |
Credit Suisse First Boston LLC
 Credit Suisse First Boston LLC Investment Banks/BrokersFinance Provides global investment banking services | Corporate Officer/Principal | - |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Portfolio Manager-Equities | - |
Training of Joseph Anthony Tatusko
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
19
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Finance |
Westport Resources Management, Inc.
Westport Resources Management, Inc. Investment ManagersFinance Westport Resources Management (WRM) seeks to invest in securities with low p/e ratios and improving earnings. The firm's investment approach focuses on buying shares of companies with improving fundamentals at attractive prices. The firm will sell a position if a negative change in the company's fundamentals has occurred since, or was missed, in their initial analysis. WRM reanalyzes the opportunity when a stock reaches a pre-determined price objective and this process may result in a sale. | Finance |
Credit Suisse First Boston LLC
Credit Suisse First Boston LLC Investment Banks/BrokersFinance Provides global investment banking services | Finance |
KPMG Consulting, Inc.
KPMG Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Provides a wide range of management consulting services | Commercial Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Joseph Anthony Tatusko
