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).

William Sweet

Investor

Chief Financial Officer at Ritholtz Wealth Management

New York, New York, United States

Find your path to William

243 people in our graph share verified history with William — schools, employers, funds. One of them is your warm intro.

A.J. BertoneunlockedWilliam: together at US Army (2006–2007)

×8William: together at US Army

×3William: together at Rensselaer Polytechnic Institute

About

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

Experience

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

Skills & more

CommandArmyTrainingMilitaryOperational PlanningDoDHuman ResourcesMilitary OperationsProgram ManagementRisk ManagementNational SecurityOrganizational Leadership

+7 more

GovernmentOperations 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

Also attended Rensselaer Polytechnic Institute152

Lawrence BettinoManaging Director at Dot Capital Patch PaczkowskiVenture Partner at IronGate Capital Advisors Jonathan BurbaumEntrepreneur-In-Residence at The Innovation Space Aaron HenshawInvestor at Ambush Capital Carly StrifeInvestor at Ambush Capital Joe LallouzEntrepreneur and angel investor based in New York City

+ 146 more

Shared employers

Also worked at US Army216

A.J. BertoneExecutive Vice President, Investments at In-Q-Tel Jesse RobbinsFounder and Investor in AI Developer Tools Andrew ForysiakOwner, AJF and Associates at Riphean Investments Aaron StachelPartner at FirstMile Ventures Ben FawEntrepreneur-in-Residence at Context Ventures Tim HsiaFounder at Context Ventures

+ 210 more