Eaton Vance
T.J. Antonetti, CIMA®, CSRIC™, CPWA®, CEPA® has a diverse work experience spanning across multiple industries. Starting in 2010, they worked as a Bus Boy at Jamies Pub until 2012. In 2012, they joined South Shore Hospital as a Cafe Service Associate until 2015. During this time, they also worked as an Account Manager at LVI Boston from 2015 to 2015. In 2014, T.J. served as a Regional Program Manager (Intern) at Raising A Reader. In 2015, they began their tenure at Merrimack College, first as a Sports Broadcaster and later as a Bloomberg Financial Markets Lab Assistant until 2017.
In 2016, they joined John Hancock Investments as a Mutual Funds Intern for a few months. Subsequently, in 2017, they joined Eaton Vance as a Mutual Fund Services and Sales Support Representative until 2018. T.J. then transitioned to the role of Internal Consultant from 2018 to 2020. T.J. advanced their career at Eaton Vance and became an Associate Wealth Strategies Specialist, Wealth Strategies Group from 2020 to 2023. Currently, they are working as a Wealth Strategies Specialist, Wealth Strategies Group at Eaton Vance. Throughout their career, T.J. has acquired various industry certifications, including CIMA®, CSRIC™, CPWA®, and CEPA®.
T.J. Antonetti, CIMA®, CSRIC™, CPWA®, CEPA®, holds a Bachelor's Degree in Finance & Economics from Merrimack College. In addition to their degree, they have obtained several certifications throughout their career. T.J. became a Certified Investment Management Analyst® (CIMA®) through the Investments & Wealth Institute in January 2020. In November 2017, they passed the Series 7 - General Securities Representative Examination administered by FINRA (Financial Industry Regulatory Authority). In February 2018, they also passed the Series 66 - Uniform Combined State Law Examination, also administered by FINRA. T.J. Antonetti further expanded their expertise by becoming a Chartered SRI Counselor (CSRIC) through the College for Financial Planning in March 2020. Recently, in June 2022, they obtained the certification of Certified Private Wealth Advisor® (CPWA®) from the Investments & Wealth Institute. Furthermore, they earned the certification of Certified Exit Planning Advisor® (CEPA®) from the Exit Planning Institute in July 2022. T.J. has also completed the Bloomberg Market Concepts program, although the exact completion date is not provided.
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Eaton Vance
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Eaton Vance sponsors a broad lineup of mutual funds, closed-end funds and separately managed accounts that serve the unique needs of individual and institutional investors.