Financial Advisor, Portfolio Manager - Portfolio Focus, Senior Vice President @ (January 2005 - June 2025)
Financial Consultant @ (January 1995 - January 2005)
Field Representative @ (January 1994 - January 1995)
Matthew Sweeney Education
San Diego State University
MBA (Finance)
2002-2004
UC Santa Barbara
BA (Political Science, International Relations)
1989-1994
Eotvos Lorand University, Budapest, Hungary
(Economic transformation of Post-Communist Europe)
1992-1993
Matthew Sweeney Skills
Portfolio Management
Investment Strategies
Investments
Finance
Retirement
Certified Financial Planner
Retirement Planning
Matthew Sweeney Summary
Matthew Sweeney, based in United States, is currently a Founder, Investment Manager at EverMark Investment Partners. Matthew Sweeney brings experience from previous roles at RBC Wealth Management, Merrill Lynch and California State Senate. Matthew Sweeney holds a 2002 - 2004 MBA in Finance @ San Diego State University. With a robust skill set that includes Portfolio Management, Investment Strategies, Investments, Finance, Retirement and more. Matthew Sweeney has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Matthew Sweeney?
Find contact details for 700 million professionals.