John Tassone Email & Phone Number
Chief of Staff @ CW Advisors
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John Tassone Location
- Jupiter, FL, US
John Tassone Work
- 2026 -now Chief of Staff @
- 2015 -now Treasurer @
- 2022 -2026 Managing Director @ FFT Wealth Management
- 2021 -2022 Senior Vice President, Wealth Advisor @
- 2018 -2021 Executive Managing Director, Wealth Advisor @
- 2012 -2018 Co-Founder and Chief Investment Officer @
- 2014 -2018 Cornell University Council @
- 2005 -2012 Chief Operating Officer - Investment Advisory Center (IAC) @ GenSpring Family Offices
- 2000 -2005 Director - Investment Banking @
- 2022 -now Managing Director, Director of Investment Research @
- 1998 -2000 Senior Associate - M and A and Financial Sponsors Group @
John Tassone Education
- Cornell University
BS (Business Management & Marketing -Dyson School of Management)
- Albany Law School
JD (Tax and Corporate Law)
- Union College
MBA - Union Graduate School of Management (Accounting & Business Management)
- New York University School of Law
(Studied in the L.L.M. Taxation program.)
John Tassone Skills
- Wealth Management
- Alternative Investments
- Hedge Funds
- Fund Of Funds
- Private Equity
- Investment Advisory
- Operations Management
- Asset Managment
- Investment Banking
- Management
- Private Investment
- High Net Worth Individuals
- Portfolio Management
- Wealth Management Services
- Family Office
- Project Management
- New Business Development
- Capital Raising
- Risk Management
- Trusts
- Estate Planning
John Tassone Summary
- John Tassone, based in Jupiter, FL, US, is currently a Chief of Staff at CW Advisors. John Tassone brings experience from previous roles at Wounded Veterans Relief Fund, FFT Wealth Management, Lido Advisors, LLC and Boston Private. John Tassone holds a BS in Business Management & Marketing -Dyson School of Management @ Cornell University. With a robust skill set that includes Wealth Management, Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity and more. John Tassone has 3 emails and 1 mobile phone numbers on RocketReach.
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