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Profilo
Mr. Patrick A. Sweeny is a Chairman & Chief Executive Officer at Apella Wealth LLC and a Co-Founder & Chairman at Apella Capital LLC.
In 1994, Mr. Sweeny co-founded Symmetry Partners, an investment management firm providing evidence-based investment strategies to financial advisors nationwide.
Earlier in his career, hevspent a decade on Wall Street in institutional trading and sales of stocks and bonds at Weeden & Co. and Dean Witter, and as a floor trader on the Commodities Exchange in New York with Paine Webber.
He holds a degree in Economics from Fairfield University in Fairfield, CT.
Posizioni attive di Patrick Sweeny
| Società | Posizione | Inizio |
|---|---|---|
Apella Capital LLC
 Apella Capital LLC Investment ManagersFinance Apella uses an Evidence-Based investment approach, grounded in data and academic research, designed to help clients in achieving their goals with a suitable amount of risk. The firm generally seeks to manage portfolios with similar investment objectives, strategies, guidelines and restrictions, in a manner which, over a reasonable period, results in comparable asset class, market capitalization, style, and geographic weightings across such portfolios. However, at times it may be appropriate for the firm to make recommendations and take actions that are different for otherwise similar accounts. | Fondatore | 01/01/2013 |
Precedenti posizioni note di Patrick Sweeny
| Società | Posizione | Fine |
|---|---|---|
Symmetry Partners LLC
 Symmetry Partners LLC Investment ManagersFinance Symmetry offers globally diversified, best-of-breed solutions which include Symmetry’s Panoramic Mutual Funds and Models and our PrecisionCore ETF Models. The firm's approach to building and managing all their investment solutions is guided by fundamental principles applied thoughtfully and with intellectual rigor. | Fondatore | 01/11/2025 |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Weeden & Co. LP
 Weeden & Co. LP Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formazione di Patrick Sweeny
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
6
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Weeden & Co. LP
Weeden & Co. LP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Fairfield University
 Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Symmetry Partners LLC
Symmetry Partners LLC Investment ManagersFinance Symmetry offers globally diversified, best-of-breed solutions which include Symmetry’s Panoramic Mutual Funds and Models and our PrecisionCore ETF Models. The firm's approach to building and managing all their investment solutions is guided by fundamental principles applied thoughtfully and with intellectual rigor. | Finance |
Apella Capital LLC
Apella Capital LLC Investment ManagersFinance Apella uses an Evidence-Based investment approach, grounded in data and academic research, designed to help clients in achieving their goals with a suitable amount of risk. The firm generally seeks to manage portfolios with similar investment objectives, strategies, guidelines and restrictions, in a manner which, over a reasonable period, results in comparable asset class, market capitalization, style, and geographic weightings across such portfolios. However, at times it may be appropriate for the firm to make recommendations and take actions that are different for otherwise similar accounts. | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
