Ted Sweeney Email & Phone Number
President's Circle 2023, 2025 @ Fifth Third Private Bank
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Ted Sweeney Location
- Grand Rapids, MI, US
Ted Sweeney Work
- 2025 -now Senior Vice President, Senior Investment Advisor @
- 2023 -now President's Circle 2023, 2025 @
- 2021 -now Vice President, Senior Investment Advisor @
- 2017 -2021 Partner, Director of Portfolio Management @ New Market Wealth Management
- 2014 -2017 Chief Investment Officer @ Moonlight Trading
- 2008 -2014 Partner, Portfolio Manager @
- 2006 -2008 Financial Advisor @
- 2003 -2006 Private Client Associate, Administrative Officer, Analyst @
- 2002 -2002 Intern @
- 2001 -2002 Intern @ Salomon Smith Barney
Ted Sweeney Education
- Villanova University
BS (Economics)
1999-2002 - CFA Institute
CFA Charterholder
- CAIA Association
- Scotch Plains-Fanwood High School
Ted Sweeney Skills
- Alternative Investments
- Leadership
- Portfolio Performance Analysis
- Fixed Income
- Technical Analysis
- Valuation
- Sales
- Microsoft PowerPoint
- Portfolio Management
- Financial Modeling
- Data Analysis
- Investments
- Bloomberg
- Portfolio Analysis
- Finance
- Asset Allocation
- Quantitative Investment Strategies
- Equities
- Wealth Management
- Algorithmic Trading
- Member of Mensa
- Microsoft Office
- Microsoft Excel
- Asset Management
- Risk Management
- Customer Service
- Financial Analysis
- Ninjascript
- Python
- Management
- Performance Analysis
- Trading
- Entj
- Hedge Funds
Ted Sweeney Summary
- Ted Sweeney, based in Grand Rapids, MI, US, is currently a President's Circle 2023, 2025 at Fifth Third Private Bank. Ted Sweeney brings experience from previous roles at Fifth Third Private Bank, New Market Wealth Management and Moonlight Trading. Ted Sweeney holds a 1999 - 2002 BS in Economics @ Villanova University. With a robust skill set that includes Alternative Investments, Leadership, Portfolio Performance Analysis, Fixed Income, Technical Analysis and more. Ted Sweeney has 2 emails and 5 mobile phone numbers on RocketReach.
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