
T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®
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About me
VP, Wealth Strategies Specialist, Wealth Strategies Group, Eaton Vance Distributors Inc. Member FINRA/SIPC
Education

Merrimack College
-Bachelor's Degree Finance & EconomicsActivities and Societies: Merrimack Financial Group American Marketing Association Club Hockey ACHA DII Sigma Iota Epsilon magna cum laude
Experience

Jamies Pub
Apr 2010 - May 2012Bus Boy
South Shore Hospital
Aug 2012 - Mar 2015Cafe Service Associate
Raising A Reader
Apr 2014 - Apr 2014Regional Program Manager (Intern)
Merrimack College
Oct 2014 - May 2017Bloomberg Financial Markets Lab Assistant
Oct 2015 - May 2017Sports Broadcaster
Oct 2014 - May 2017

LVI Boston
Mar 2015 - Aug 2015Account Manager
John Hancock Investments
May 2016 - Aug 2016Mutual Funds Intern
Eaton Vance
Jun 2017 - nowMSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC. Mutual funds are distributed by Eaton Vance Distributors, Inc. & Morgan Stanley Distribution, Inc. ETFs are Distributed by Foreside Fund Services, LLC.All posts and messages are subject to the following terms, including our Privacy Pledge, which can be found under the Contact Information section, above.Individuals may only transact business in states where [he/she] is registered or excluded or exempted from registration. To check the background of this investment professional on FINRA's BrokerCheck please follow the link, found under the Contact Information section, above.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT Show less
VP, Wealth Strategies Specialist, Wealth Strategies Group
Mar 2023 - nowAssociate Wealth Strategies Specialist, Wealth Strategies Group
Mar 2020 - Mar 2023Internal Consultant
May 2018 - Mar 2020Mutual Fund Services and Sales Support Representative
Jun 2017 - May 2018
Licenses & Certifications

Certified Exit Planning Advisor® (CEPA®)
Exit Planning InstituteJul 2022- View certificate

Chartered SRI Counselor (CSRIC)
College for Financial PlanningMar 2020 - View certificate

Bloomberg Market Concepts
Bloomberg LP - View certificate

Certified Private Wealth Advisor® (CPWA®)
Investments & Wealth InstituteJun 2022 - View certificate
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Series 7 - General Securities Representative Examination
FINRA (Financial Industry Regulatory Authority)Nov 2017 - View certificate
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Series 66 - Uniform Combined State Law Examination
FINRA (Financial Industry Regulatory Authority)Feb 2018 - View certificate

Certified Investment Management Analyst® (CIMA®)
Investments & Wealth InstituteJan 2020
Honors & Awards
- Awarded to T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®WSG Associate of the Year - 2022 Eaton Vance Wealth Strategies Group Jan 2023 Associate of the year for the Wealth Strategies Group 2022.
- Awarded to T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®Sigma Iota Epsilon Honor Society Merrimack College Feb 2015 The national honorary and professional management fraternity. Sigma Iota Epsilon’s mission is two-fold: to encourage and recognize scholastic excellence and to promote cooperation between the academic and practical aspects of management. To be honored, undergraduates must have at least a 3.25 GPA, graduate students a 3.5. Visit http://www.sienational.com/.
Volunteer Experience
Fundraising Volunteer
Issued by Best Buddies International on Jun 2018
Associated with T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®Volunteer
Issued by Operation Smile on Jun 2015
Associated with T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®Volunteer
Issued by Citizen Schools on Sept 2019
Associated with T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®
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