T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®

T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®

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  • Timeline

  • About me

    VP, Wealth Strategies Specialist, Wealth Strategies Group, Eaton Vance Distributors Inc. Member FINRA/SIPC

  • Education

    • Merrimack College

      -
      Bachelor's Degree Finance & Economics

      Activities and Societies: Merrimack Financial Group American Marketing Association Club Hockey ACHA DII Sigma Iota Epsilon magna cum laude

  • Experience

    • Jamies Pub

      Apr 2010 - May 2012
      Bus Boy
    • South Shore Hospital

      Aug 2012 - Mar 2015
      Cafe Service Associate
    • Raising A Reader

      Apr 2014 - Apr 2014
      Regional Program Manager (Intern)
    • Merrimack College

      Oct 2014 - May 2017
      • Bloomberg Financial Markets Lab Assistant

        Oct 2015 - May 2017
      • Sports Broadcaster

        Oct 2014 - May 2017
    • LVI Boston

      Mar 2015 - Aug 2015
      Account Manager
    • John Hancock Investments

      May 2016 - Aug 2016
      Mutual Funds Intern
    • Eaton Vance

      Jun 2017 - now

      MSIM, 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 - now
      • Associate Wealth Strategies Specialist, Wealth Strategies Group

        Mar 2020 - Mar 2023
      • Internal Consultant

        May 2018 - Mar 2020
      • Mutual Fund Services and Sales Support Representative

        Jun 2017 - May 2018
  • Licenses & Certifications

    • Certified Exit Planning Advisor® (CEPA®)

      Exit Planning Institute
      Jul 2022
    • Chartered SRI Counselor (CSRIC)

      College for Financial Planning
      Mar 2020
      View certificate certificate
    • Bloomberg Market Concepts

      Bloomberg LP
      View certificate certificate
    • Certified Private Wealth Advisor® (CPWA®)

      Investments & Wealth Institute
      Jun 2022
      View certificate certificate
    • Series 7 - General Securities Representative Examination

      FINRA (Financial Industry Regulatory Authority)
      Nov 2017
      View certificate certificate
    • Series 66 - Uniform Combined State Law Examination

      FINRA (Financial Industry Regulatory Authority)
      Feb 2018
      View certificate certificate
    • Certified Investment Management Analyst® (CIMA®)

      Investments & Wealth Institute
      Jan 2020
      View certificate certificate
  • 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
      Best Buddies InternationalAssociated with T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®
    • Volunteer

      Issued by Operation Smile on Jun 2015
      Operation SmileAssociated with T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®
    • Volunteer

      Issued by Citizen Schools on Sept 2019
      Citizen SchoolsAssociated with T.J. Antonetti, CPWA®, CIMA®, CSRIC™, CEPA®