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Connect With an Investment Management Advisor
Michael J Sweeney, CFA
Vice President / Investment Officer
Portfolio Manager III
Credentials
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
Work-related Experience
- 20+ years of investment management and financial planning experience
Specialty
- Personal Trust Investments
- Institutional Investments (Government, Pension, Charitable, Foundation, Endowment and Corporate Funds)
Professional and Community Affiliations
- CFA Society Alabama
- CFA Institute
Market Areas Served:
Alabama
Office Phone: 659.204.6665
Cell Phone: 405.886.8522
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Have an associate contact you.
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