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Tonia
Ceraolo Gustafson
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Address:
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482 East 16th Street
Brooklyn, NY 11226 |
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Phone:
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(212)
695-2471 |
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Email:
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TAG482@gmail.com |
Tonia Ceraolo
Gustafson has a Bachelor of Arts degree from the University of
Hartford. Upon graduation, Ms. Gustafson apprenticed for two years
to a high net worth investment manager at Lehaman Brothers. In 1997,
she entered the Professional Development Program at Merrill Lynch.
With completion of this intensive one-year training program, Ms. Gustafson
developed a client base of individual and corporate investors, and
managed their assets. In the three years she worked at Merrill Lynch,
Ms. Gustafson provided advanced financial services to over 200 clients
with combined assets in excess of $50 million dollars. In addition
to investment management, she designed and coordinated investment
seminars for new investors.
In 1998 Ms. Gustafson assumed her position as co-director of a private
family financial office, managing all aspects of the family finances.
She currently provides efficient and prudent investment management
of approximately 22 trusts and assets in excess of $30 million dollars.
Ms. Gustafson manages all insurance matters, receipts payable and
monetary distributions to beneficiaries. In addition she works with
the family accountant and attorney to ensure that the Trust assets
are administered per the grantor's wishes and with maximum tax efficiency.
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