CFO Capital Management, LLC

Joseph Tatusko is a CFP®, CFA®, and Series 63 credentialed financial advisor with 22 years of industry experience. He is currently with CFO Capital Management, LLC and has held previous roles at Cruice Investment Advisors, Ltd., United Planners' Financial Services of America, Private Advisor Group, LLC, Lpl Financial LLC, Westport Resources Investment Services, Inc., Westport Resources Management, and Atlantic Financial Research. CFO Capital Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement accounts through discretionary portfolio management and investment planning. The firm employs a range of investment objectives and analytical techniques, managing approximately $218 million across about 295 client relationships with a team of six advisors.

James Cruice is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is affiliated with CFO Capital Management, LLC and has previously worked at United Planners Financial Services of America and Westport Resources Investment Services, Inc. He is also a licensed insurance agent and manages family investment entities. CFO Capital Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement accounts with discretionary portfolio management and investment planning. The firm employs a range of investment strategies aligned with client risk profiles and manages approximately $218 million across about 295 client relationships through a team of six advisors.

George Daimler is a financial advisor at CFO Capital Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cruice Investment Advisors, Ltd., United Planners' Financial Services of America, Ethicon US Inc, Johnson & Johnson, and PDI Healthcare. CFO Capital Management provides discretionary portfolio management and investment planning to individuals, trusts, estates, corporations, and retirement accounts. The firm manages approximately $218 million across about 295 client relationships, employing a mix of charting, fundamental, and technical analysis to meet various investment objectives.

Timothy Tymniak is a financial advisor at CFO Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at United Planners Financial Services of America and Westport Resources Investment Services, Inc. He has also been associated with Cruice Investment Advisors, Ltd. for over 20 years. CFO Capital Management is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement accounts with discretionary portfolio management and investment planning. The firm manages approximately $218 million across about 295 client relationships and employs a mix of charting, fundamental, and technical analysis to meet varied investment objectives.

William Webster Jr. is a CFP® with 53 years of industry experience, currently serving at CFO Capital Management, LLC. His prior roles include positions at Cruice Investment Advisors, United Planners Financial Services of America, and Westport Resources. He is also owner and trustee of the Webster Family Foundation, a personal foundation based in Old Saybrook, CT. CFO Capital Management is a registered investment adviser managing approximately $218 million across about 295 client relationships. The firm serves individuals, trusts, estates, corporations, and retirement accounts, offering discretionary portfolio management aligned with client risk profiles and employing a combination of charting, fundamental, and technical analysis.