FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Josh Sweeney, CFA has joined the company as Director of Investments. In this newly created role, Josh is responsible for leading all aspects of the firm’s investment programs to help clients protect, preserve, and grow their wealth. He helps foster investment knowledge among the team assisting them with delivering proactive, competent, and practical advice to clients.
As a member of CTWM’s Investment Committee, Josh collaborates with his team to provide innovative and tailored investment solutions for clients, working closely with a dedicated team at Fidelity Investments to collect research and data that aids in steering the firm’s investment decisions.
“My goal is to build upon the foundation of CTWM’s already established Investment Committee. The department already had a solid infrastructure, so my focus is really on bringing in additional resources and finding new ways to support both the team and our clients with regard to their investment strategies,“ stated Josh Sweeney. “I’m excited to bring forward my past experiences into this role and to add a new level of creativity and innovation to the investment management process. I’m even more excited to do so in such a positive and supportive work culture with endless possibilities for growth.”
“We’re thrilled to have been able to find the credentialed and experienced talent in Josh that we’ve been seeking to lead our Investment Committee. He’s jumped right into the role, already improving upon existing processes and advocating for new technology that will enhance our investment offerings to better serve both our clients and team,” stated Megan Trask, Partner & director of the firm’s Investment Committee.
Josh’s experience encompasses investment management roles at firms affiliated with Ameriprise Financial and Commonwealth Financial. He also spent seven years as a product specialist with Water Island Capital, and most recently was an account executive at CharterUP, a technology startup based out of Atlanta, GA .
Josh graduated with a Masters of Science in Finance from the University of Florida, and a Bachelor of Science in Finance from Siena College. He currently resides in Granby.
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About Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management, visit www.CTWealthMgmt.com.