Ted Sweeney Email & Phone Number
President's Circle 2023, 2025 @ Fifth Third Private Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Ted Sweeney Location
- Grand Rapids, MI, US
Ted Sweeney Work
- Senior Vice President, Senior Investment Advisor @ (December 2025 - Present)
- President's Circle 2023, 2025 @ (January 2023 - Present)
- Vice President, Senior Investment Advisor @ (July 2021 - Present)
- Partner, Director of Portfolio Management @ New Market Wealth Management (July 2017 - July 2021)
- Chief Investment Officer @ Moonlight Trading (November 2014 - July 2017)
- Partner, Portfolio Manager @ (September 2008 - October 2014)
- Financial Advisor @ (May 2006 - September 2008)
- Private Client Associate, Administrative Officer, Analyst @ (February 2003 - January 2006)
- Intern @ (January 2002 - May 2002)
- Intern @ Salomon Smith Barney (September 2001 - January 2002)
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
- 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.
Looking for a different Ted Sweeney?
Find contact details for 700 million professionals.
Others Named Ted Sweeney
Ted Sweeney
President and Managing Member
Florence, IT
Ted Sweeney
Managing Partner
Saint Joseph, MO, US
Ted Sweeney
Innovative Mobility Program Lead
Seattle, WA, US
Ted Sweeney
Program Manager
San Diego, CA, US
Ted Sweeney
Product Manager
Chesterfield, NH, US
Top Fifth Third Private Bank Employees
Thomas Grace
Senior Vice President, Wealth Management Advisor
Cincinnati, OH, US
James Bitonte
SVP Senior Investment Advisor
Columbus, OH, US
Michael Papciak
Senior Vice President | Senior Investment Advisor
Charlotte, NC, US
Wendy Kopp
Senior Vice President - Wealth Management
Charleston, SC, US
Erik Evans
Vice President, Senior Portfolio Manager
Goshen, KY, US
Scott Bartlett
Senior Vice President
Newport Beach, CA, US
Harrison Palmer
Vice President, Wealth Management Advisor
Irvine, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co