T. J. Antonetti

About T. J. Antonetti

I partner with financial advisors, CPAs, estate attorneys, and their high-net-worth clients to address complex wealth, tax, and estate planning needs. My work focuses on:• Tax efficiently diversifying concentrated stock positions• Building tax-aware customized equity and fixed income portfolios• Generating incremental income• Designing unique charitable gifting strategiesMy solution set includes exchange funds, direct indexing, long/short tax-aware SMAs and commingled funds, customized fixed income mandates, option overlay programs, and charitable giving strategies such as donor-advised funds and split-interest vehicles.

Experience

1. VP, Wealth Strategies Specialist, Wealth Strategies Group

   Eaton Vance

   Mar 2023 — Present · San Francisco, CA, US

   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

Education

• Merrimack College

  Bachelor's Degree

Skills

• Customer Service
• Data Entry
• Microsoft Powerpoint
• Microsoft Office
• Sales
• Bloomberg
• Critical Thinking
• Social Media
• Marketing Communications
• Facebook
• Microsoft Excel
• Powerpoint
• Advertising
• Marketing
• Nutrition Education
• Team Building
• Teamwork
• Bloomberg Terminal
• Social Networking
• Social Media Marketing
• Leadership
• Microsoft Word
• Public Speaking
• Time Management
• Brand Management
• Marketing Strategy