William Mcsweeney, Cfa Email and Phone Number
I love to find unique assets that are under appreciated or overlooked by investors and think long term. To accomplish this, I focus on researching different sectors, trends and meeting with passionate and thoughtful professionals with superior industry knowledge to expand my horizons and build conviction. I have 10+ years of experience as a global investor and capital allocator, with a strong performance track record in multiple asset classes and sectors. Areas of focus include: Consumer, eCommerce, Financial Tech, Staples, Energy and Real Estate. I can successfully build and contribute to a high-performing investment team. - I am a student of the markets and push myself and my colleagues to seek unique and strong long term investment opportunities. - I strike a unique balance between thinking strategically as a leader and serving as a team player.- I come from humble beginnings, believe in the value of hard work and humility.
T. Rowe Price
View- Website:
- troweprice.com
- Employees:
- 5
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Equity AnalystT. Rowe Price Sep 2024 - PresentBaltimore, Maryland, Us -
AdvisorE.M. (Capital / Connect) Jan 2020 - Present -
Equity Research AnalystBlackrock Jan 2020 - Feb 2024New York, Ny, UsBlackRock, Global Impact Team, Head of Research, Vice President•Oversee global all-cap generalist coverage with coverage of: Non-bank Financials, eCommerce, Business Services, Technology, Consumer•Coverage Examples: WISE, RELY, MELI, KSPI, SQ, SHOP, ETSY, ICFI, REL, DUOL, INST, LRN, 6098.JP, SVV, DNP PW•Conduct information gathering, in-depth company and industry financial modeling, and foster close relationships with corporate executives within coverage•Lead investment process for team, including managing two associate-level analysts. Role includes establishing work pipelines, directing due diligence, and reviewing and editing financial models and investment memos -
Equity Research AnalystBlackrock Jan 2019 - Jan 2020New York, Ny, UsBlackRock, Value and Income Team, Vice President• Covered Global integrated and oilfield services coverage (XOM, CVX,EU Majors, Canadian Majors) and All-Cap Services (SLB, HAL, BKR,NOV, FTI) -
Equity Research AssociateBlackrock Sep 2013 - Jan 2019New York, Ny, UsBlackRock, Value and Income Team• Led coverage on energy industry (Integrateds, E&Ps, MLPs, Independent Refiners and Oilfield Services) for three long only generalist funds, which managed ~60B and one 2B energy focused fund
William Mcsweeney, Cfa Education Details
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Hofstra UniversityEconomics Minor
Frequently Asked Questions about William Mcsweeney, Cfa
What company does William Mcsweeney, Cfa work for?
William Mcsweeney, Cfa works for T. Rowe Price
What is William Mcsweeney, Cfa's role at the current company?
William Mcsweeney, Cfa's current role is Equity Research Analyst.
What schools did William Mcsweeney, Cfa attend?
William Mcsweeney, Cfa attended Hofstra University.
Who are William Mcsweeney, Cfa's colleagues?
William Mcsweeney, Cfa's colleagues are Paul Greene, Vincent Fields, Matthew Leaman, بلبل حيران, Pat Mcmanus, Siva Rama Krishna Kakarla, Abdullah Khan.
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