Michael Sweeney Email & Phone Number

Chief Investment Officer @ Texas Gulf Bank, N.A.

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Michael Sweeney Location

Houston, TX, US

Michael Sweeney Work

Chief Investment Officer @ (April 2025 - Present)
Portfolio Manager @ (June 2022 - April 2025)
Managing Partner | Lead Consultant | Founder @ Tidewater Advisory (January 2018 - April 2024)
Senior Institutional Advisor, SVP @ (January 2018 - January 2021)
Investment Portfolio Manager, VP @ (January 2012 - January 2017)

Michael Sweeney Education

Georgia Institute of Technology
Master of Business Administration (M.B.A.) (International/Global Studies)
2014-2015
Florida State University
Master's Degree (Accounting - Taxation)
2002-2004
Stetson University
BBA (Finance)
1999-2002

Michael Sweeney Skills

Wealth Management
Certified Financial Planner
Asset Managment
Investments
Finance
Asset Management
Banking
Investment Portfolios
Marketing
Investment Management
Equities
Private Banking
Management
Funding
Portfolio Management
Strategy
Mutual Funds
Financial Services
Accounting
Asset Allocation
Attention to Detail
Bloomberg
Business Analysis
Business Development
Business Planning
Business Relationship Management
Business Strategy
Communication
Compliance Management
Corporate Finance
Corporate Governance
Customer Relationship Management (CRM)
Customer Service
Dynamic Asset Allocation
Endowments
Entrepreneurship Development
FactSet
Fiduciary Education
Fiduciary Services
Global Tactical Asset Allocation
Growth Strategies
High Net Worth Individuals
Investment Advisory
Investment Policy Statements
Investment Portfolio Design
Investment Selection
Investment Strategies
Leadership
Long Term Relationship Building
Management Consulting
Microsoft Excel
Microsoft Office
New Business Development
Nonprofit Organizations
Personal Trust
Private Foundations
Problem Solving
Qualified Retirement Plans
Regulatory Compliance
Relationship Building
Research
Retirement Plan Consulting
Retirement Planning
Reuters
Salesforce.com
Strategic Consulting
Strategic Management
Strategic Planning
Tactical Asset Allocation
Team Management
Trust Services
Wealth Management Services
Alternative Investments
Customer Relationship Management Crm
Fiduciary
Net
Concentrations
Oversight
Client Accounts
Business Administration
Trusts
Legal
Private Investments
Travel
Florida
Sit
PC
Institutional
PowerPoint
Cell
Sage Act
Futures Trading
Trust Funds
Training
Wealth
Economics
Fixed Income
Majors
Applications
Private Bank
Open Architecture
Investment Portfolio
Active
Suite
Voting
Income
Chartered Financial Analyst
Investment Vehicles
Level 2
Portfolio
Private Clients
Trust
Taxations
Compliance
S&p
Microsoft Word
Customer Relationship Management

Michael Sweeney Summary

Michael Sweeney, based in Houston, TX, US, is currently a Chief Investment Officer at Texas Gulf Bank, N.A.. Michael Sweeney brings experience from previous roles at Trustmark Bank, Tidewater Advisory, Bank of Oklahoma and SunTrust Bank. Michael Sweeney holds a 2014 - 2015 Master of Business Administration (M.B.A.) in International/Global Studies @ Georgia Institute of Technology. With a robust skill set that includes Wealth Management, Certified Financial Planner, Asset Managment, Investments, Finance and more. Michael Sweeney has 2 emails and 3 mobile phone numbers on RocketReach.