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Scott Sweeten, BCM, CFS

Senior Managing Consultant
PFM Asset Management LLC
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

sweetens@pfm.com
407.406.5754 office

Specialties
Asset Management

Higher Education, State & Local Governments

Education
B.S. in Business Finance
State University of New York

Professional Designations or Licenses
Board Certified in Mutual Funds (BCM)

Certified Fund Specialist (CFS)

Started with PFM: 2020

Started in the Field: 1996

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Scott Sweeten joined PFM in 2020 as a senior managing consultant for the asset management team. He is based out of the Orlando, FL office and his primary focus is to enhance the client experience and serve as an advocate for PFM’s existing clients throughout the South.

Scott has 25 years of experience in the financial services industry ranging from working for major financial institutions to starting up his own broker-dealer. Before joining PFM, Scott focused on traditional and alternative assets primarily for affluent and institutional investors. Previous job responsibilities included business development, negotiating asset purchases for foreign and domestic institutions, portfolio management services and client retention.

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Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

sweetens@pfm.com
407.406.5754 office

Specialties
Asset Management

Higher Education, State & Local Governments

Education
B.S. in Business Finance
State University of New York

Professional Designations or Licenses
Board Certified in Mutual Funds (BCM)

Certified Fund Specialist (CFS)

Started with PFM: 2020

Started in the Field: 1996

Print/Save as PDF

Download Vcard

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