Josh Sweeney Email
Chief Investment Officer @ Connecticut Wealth Management, LLC
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Josh Sweeney Location
- Hartford, CT, US
Josh Sweeney Work
- 2026 -now Chief Investment Officer @
- 2023 -2026 Director of Investments @
- 2022 -2023 Senior Enterprise Account Executive @
- 2020 -2022 Investment Manager-Procarian Wealth Advisors @
- 2020 -2020 Senior Business Development Manager @
- 2019 -2020 Investment Associate @
- 2016 -2019 Hybrid Product Specialist - Midwest Region @
- 2015 -2016 Associate Product Specialist @
- 2012 -2015 Internal Wholesaler @
- 2011 -2011 Financial Advisor @
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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Josh Sweeney
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