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 @ Connecticut Wealth Management, LLC
2023 - 2026 Director of Investments @ Connecticut Wealth Management, LLC
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2022 - 2023 Senior Enterprise Account Executive @ CharterUP
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2020 - 2022 Investment Manager-Procarian Wealth Advisors @ Financial Services Company
2020 - 2020 Senior Business Development Manager @ CharterUP
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2019 - 2020 Investment Associate @ Pathfinder Wealth Consulting
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2016 - 2019 Hybrid Product Specialist - Midwest Region @ Water Island Capital, LLC
2015 - 2016 Associate Product Specialist @ Water Island Capital, LLC
2012 - 2015 Internal Wholesaler @ Water Island Capital, LLC
2011 - 2011 Financial Advisor @ Merrill Lynch
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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.

Josh Sweeney Emails

Found 1 emails

@ctwealthmgmt.com

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