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William Sweet

Investor

Chief Financial Officer at Ritholtz Wealth Management

New York, New York, United States

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About

Chief Financial Officer and CFP professional who also works on tax planning.

Experience

  1. Ritholtz Wealth ManagementChief Financial Officercurrent2016 — present24 W 40th Street New York NY 10018
  2. Stevens & Sweet FinancialPresident2007 — 2016Tuxedo NY
  3. Tuxedo Chamber of CommercePresident2010 — 2015Tuxedo NY
  4. US ArmyCaptain2002 — 2007Fort Carson, CO

Skills & more

CommandArmyTrainingMilitaryOperational PlanningDoDHuman ResourcesMilitary OperationsProgram ManagementRisk ManagementNational SecurityOrganizational Leadership
+7 moreGovernmentOperations ManagementU.S. Department of DefenseSecurity ClearanceLeadershipAnalysisTactics
  • CERTIFIED FINANCIAL PLANNER(TM) — CFP Board

From William's professional profile.

Colleagues at Ritholtz Wealth Management

Anna Chaiken
Vice President at Ritholtz Wealth Management
Barry Ritholtz
Chairman & Chief Investment Officer at Ritholtz Wealth Management
Ben Carlson
Director of Institutional Asset Management at Ritholtz Wealth Management
Bill Artzerounian
Director of Tax Services at Ritholtz Wealth Management
Blair duQuesnay
Lead Advisor – The Preserve at Ritholtz Wealth Management
Brian Rosen
Sr. Advisor at Ritholtz Wealth Management
Chris Carey
Advisor at Ritholtz Wealth Management
Colleen Parker
Director of Client Service at Ritholtz Wealth Management

Frequently asked questions

Who is William Sweet?
Chief Financial Officer and CFP professional who also works on tax planning.
Where does William Sweet work?
William Sweet is Chief Financial Officer at Ritholtz Wealth Management.
Where did William Sweet go to school?
William Sweet studied at Rensselaer Polytechnic Institute (BS, Computer & Systems Engineering).

Same school

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