Josh Sweeney Email
Chief Investment Officer @ Connecticut Wealth Management, LLC
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Josh Sweeney Location
- Hartford, CT, US
Josh Sweeney Work
- Chief Investment Officer @ (January 2026 - Present)
- Director of Investments @ (February 2023 - January 2026)
- Senior Enterprise Account Executive @ (June 2022 - February 2023)
- Investment Manager-Procarian Wealth Advisors @ (July 2020 - June 2022)
- Senior Business Development Manager @ (February 2020 - July 2020)
- Investment Associate @ (August 2019 - February 2020)
- Hybrid Product Specialist - Midwest Region @ (September 2016 - August 2019)
- Associate Product Specialist @ (November 2015 - September 2016)
- Internal Wholesaler @ (February 2012 - November 2015)
- Financial Advisor @ (June 2011 - October 2011)
Josh Sweeney Education
- University of Florida
Master of Science (Finance)
2010-2011 - Siena University
Bachelor of Science (Finance)
2007-2010
Josh Sweeney Summary
- Josh Sweeney, based in Hartford, CT, US, is currently a Chief Investment Officer at Connecticut Wealth Management, LLC. Josh Sweeney brings experience from previous roles at Connecticut Wealth Management, LLC, CharterUP and Ameriprise Financial Services, LLC.. Josh Sweeney holds a 2010 - 2011 Master of Science in Finance @ University of Florida. Josh Sweeney has 1 emails on RocketReach.
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