Ted Sweeney Location
Grand Rapids, MI, US
Ted Sweeney Work
- 2025 - now Senior Vice President, Senior Investment Advisor @ Fifth Third Private Bank
- 2023 - now President's Circle 2023, 2025 @ Fifth Third Private Bank
- 2021 - now Vice President, Senior Investment Advisor @ Fifth Third Private Bank
- 2017 - 2021 Partner, Director of Portfolio Management @ New Market Wealth Management
- 2014 - 2017 Chief Investment Officer @ Moonlight Trading
- 2008 - 2014 Partner, Portfolio Manager @ Baird
- 2006 - 2008 Financial Advisor @ Merrill Lynch
- 2003 - 2006 Private Client Associate, Administrative Officer, Analyst @ AB Bernstein
- 2002 - 2002 Intern @ Merrill Lynch
- 2001 - 2002 Intern @ Salomon Smith Barney
Ted Sweeney Education
- Villanova University
BS (Economics)
1999 - 2002 - CFA Institute
CFA Charterholder
- CAIA Association
CAIA Charterholder
- 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
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 4 mobile phone numbers on RocketReach.
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Others Named Ted Sweeney
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Ted Sweeney
President's Circle 2023, 2025 at Fifth Third Private Bank
Grand Rapids, MI, US25+
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