Brook Sweeney Email & Phone Number
Portfolio Manager @ Lonsec
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Brook Sweeney Location
- Sydney, NSW, AU
Brook Sweeney Work
- 2024 - now Portfolio Manager @
- 2018 - 2023 Senior Investment Consultant @
- 2017 - 2017 Account Manager Research @
- 2016 - 2017 National Manager CFSGAM @
- 2015 - 2016 Account Manger Research @
- 2012 - 2014 Senior Research Analyst @
- 2006 - 2012 Portfolio Manager and Senior Investment Consultant @ Morningstar Associates Europe
- 2005 - 2006 Senior Policy Manager – Operations and Technology @ Investment and Financial Services Association (IFSA)
- 2002 - 2005 Policy Manager @ Investment and Financial Services Association (IFSA)
- 2000 - 2002 Qualitative Research Analyst @ Morningstar Australia
- 1999 - 2000 Research Analyst (Performance Analyst) @ Morningstar Australia
Brook Sweeney Education
- Kaplan Online
Diploma of Financial Planning (Financial Planning)
2014 - 2014 - Investment Management Certificate
IMC (Investment Management)
2007 - 2007 - Securities Institute of Australia
Graduate Diploma in Applied Finance and Investment (Investment Management)
2000 - 2004 - Queensland University of Technology
Bachelor of Business (Banking and Finance and Accoountancy)
1996 - 1998 - St John's College, Woodlawn, Australia
High School (1st in mathematics)
1987 - 1992
Brook Sweeney Skills
- Portfolio Management
- Fund Of Funds
- Research
- Analysis
- Pensions
- Asset Management
- Public Speaking
- Policy
- Compliance
- Mutual Funds
- Asset Managment
- Financial Services
- Wealth Management
- Investment Strategies
- Asset Allocation
- Equities
- Alternative Investments
- Fixed Income
- Financial Markets
- Investment Advisory
- ETFs
- Investments
- Investment Management
- Hedge Funds
Brook Sweeney Summary
- Brook Sweeney, based in Sydney, NSW, AU, is currently a Portfolio Manager at Lonsec. Brook Sweeney brings experience from previous roles at Lonsec, (CFSGAM) Colonial First State Global Asset Management and Colonial First State. Brook Sweeney holds a 2014 - 2014 Diploma of Financial Planning in Financial Planning @ Kaplan Online. With a robust skill set that includes Portfolio Management, Fund Of Funds, Research, Analysis, Pensions and more. Brook Sweeney has 1 emails and 1 mobile phone numbers on RocketReach.
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