Ted Sweeney, Cfa, Caia

Ted Sweeney, Cfa, Caia Email and Phone Number

Vice President, Senior Portfolio Manager at Fifth Third Private Bank @ Fifth Third Private Bank
Ted Sweeney, Cfa, Caia's Location
Grand Rapids, Michigan, United States, United States
Ted Sweeney, Cfa, Caia's Contact Details

Ted Sweeney, Cfa, Caia personal email

n/a
About Ted Sweeney, Cfa, Caia

This is my personal LinkedIn profile. Thoughts and opinions expressed on this site do not represent my employer, Fifth Third Bank.Portfolio manager and market strategist with 20 years experience working with institutional and high net worth investors. Extensive expertise in quantitative analysis with a proven track record of managing proprietary investment models. Further experience in investment commentary, market strategy, investment research, portfolio construction, trading, risk management, and client service. Skills include:*Excellent communicator with interpersonal relationships and presentations*Strong leadership and team building skills*Always up to date with current events and market knowledge*Astute problem solver with quick thinking and creative solutions*Superior understanding of the wealth management business*Ability to integrate technology solutions to improve process and efficiencyReader, Crossfitter, Ultramarathoner, Villanova Basketball Fan, Family Man

Ted Sweeney, Cfa, Caia's Current Company Details
Fifth Third Private Bank

Fifth Third Private Bank

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Vice President, Senior Portfolio Manager at Fifth Third Private Bank
Employees:
301
Ted Sweeney, Cfa, Caia Work Experience Details
  • Fifth Third Private Bank
    Vice President, Senior Portfolio Manager
    Fifth Third Private Bank Jul 2021 - Present
    Grand Rapids, Michigan, United States
  • New Market Wealth Management
    Partner, Director Of Portfolio Management
    New Market Wealth Management Jul 2017 - Jul 2021
    Orange County, California Area
  • Moonlight Trading
    Chief Investment Officer
    Moonlight Trading Nov 2014 - Jul 2017
    Greater San Diego Area
  • Baird
    Partner, Portfolio Manager
    Baird Sep 2008 - Oct 2014
    Scottsdale, Arizona
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch May 2006 - Sep 2008
    Scottsdale, Arizona
  • Ab Bernstein
    Private Client Associate, Administrative Officer, Analyst
    Ab Bernstein Feb 2003 - Jan 2006
    Washington D.C. Metro Area
  • Merrill Lynch
    Intern
    Merrill Lynch Jan 2002 - May 2002
    Wayne, Pennsylvania
  • Salomon Smith Barney
    Intern
    Salomon Smith Barney Sep 2001 - Jan 2002
    Berwyn, Pa

Ted Sweeney, Cfa, Caia Skills

Portfolio Management Wealth Management Asset Management Bloomberg Investments Microsoft Excel Trading Risk Management Equities Fixed Income Alternative Investments Quantitative Investment Strategies Technical Analysis Algorithmic Trading Financial Analysis Financial Modeling Portfolio Analysis Performance Analysis Portfolio Performance Analysis Hedge Funds Asset Allocation Finance Ninjascript Microsoft Powerpoint Member Of Mensa Entj Microsoft Office Leadership Valuation Data Analysis Management Customer Service Sales Python

Ted Sweeney, Cfa, Caia Education Details

Frequently Asked Questions about Ted Sweeney, Cfa, Caia

What company does Ted Sweeney, Cfa, Caia work for?

Ted Sweeney, Cfa, Caia works for Fifth Third Private Bank

What is Ted Sweeney, Cfa, Caia's role at the current company?

Ted Sweeney, Cfa, Caia's current role is Vice President, Senior Portfolio Manager at Fifth Third Private Bank.

What is Ted Sweeney, Cfa, Caia's email address?

Ted Sweeney, Cfa, Caia's email address is te****@****lth.com

What schools did Ted Sweeney, Cfa, Caia attend?

Ted Sweeney, Cfa, Caia attended Villanova University, Cfa Institute, Caia Association, Scotch Plains-Fanwood High School.

What skills is Ted Sweeney, Cfa, Caia known for?

Ted Sweeney, Cfa, Caia has skills like Portfolio Management, Wealth Management, Asset Management, Bloomberg, Investments, Microsoft Excel, Trading, Risk Management, Equities, Fixed Income, Alternative Investments, Quantitative Investment Strategies.

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