Glenn P. Sweeney CFA®

Founding Partner & Wealth Advisor

Glenn is a CFA charter holder. For the past 24 years, Glenn has concentrated his efforts on building the business, client service, and portfolio design and management. His many years of experience in the financial world includes seven years of public accounting for a large New Hampshire CPA firm where he served as a Tax Manager for individual, corporate and partnership clients. Moving into investment management, Glenn served 10 years as Vice President of the Denmor Companies where he managed a multi-million dollar portfolio for a wealthy entrepreneur. Glenn holds a BS in accounting from The State University of New York and is a member of the CFA Institute and NHSCPA. Glenn is married with two adult sons and resides in Amherst, NH.