Joseph Tatusko CFP®, CFA

Chief Investment Officer

“Westport Resources is about support, trust, contact and eye-level service—we’re very old school in that regard. Our clients’ personal financial security is our number one priority.”

Joseph Tatusko is Westport Resources’ Chief Investment Officer.

A Certified Financial Planner and Chartered Financial Analyst, Mr. Tatusko joined Westport Resources in 2003.

As the firm’s CIO, Mr. Tatusko coordinates all of Westport Resources’ portfolio management activities.

In addition, Mr. Tatusko manages investment portfolios based on well-defined
goals that are carefully in tune with each client’s risk tolerance and personal time horizon. Mr. Tatusko 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. Mr. Tatusko emphasizes quantitative and fundamental value analysis to define asset allocation and selection of individual securities when constructing customized portfolios for clients.

Mr. Tatusko 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 earned a B.A. degree in Asian Studies at Eisenhower College/Rochester Institute of Technology, and an MBA degree in Finance from New York University.