Sean Sweet, CFA

Sean Sweet, CFA

Assistant Farm Manager

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  • Timeline

  • About me

    Associate Director, Wealth Advisor at Cresset

  • Education

    • University of Illinois Urbana-Champaign

      2013 - 2017
      Bachelors of Science Finance, General
  • Experience

    • Sweet Farms

      Jan 2000 - Jul 2017
      Assistant Farm Manager
    • Forreston State Bank

      Jun 2016 - Jul 2016
      Intern - Loan Department
    • University of Illinois at Urbana-Champaign

      Jan 2017 - Mar 2017
      Commodity Research
    • Northern Trust Corporation

      Jul 2017 - Jun 2018
      Analyst, Corporate Actions
    • TradeStation

      Jun 2018 - Apr 2021
      Back Office Specialist
    • Cresset

      Apr 2021 - Oct 2024

      Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes Top RIA Firm. Show less

      • Associate Director, Wealth Advisor

        Feb 2024 - Oct 2024
      • Associate Director, Consolidated Reporting

        Apr 2022 - Feb 2024
      • Associate, Reporting Analyst

        Apr 2021 - Apr 2022
  • Licenses & Certifications

    • FINRA Series 3

      FINRA (Financial Industry Regulatory Authority)
      Nov 2017
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Feb 2022
    • FINRA Series 7

      FINRA
      Nov 2018