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Scott Sweeten

CPS Investment Advisors is pleased to announce that Scott Sweeten has joined the firm as the director of the  program. Scott has 15 years experience in the financial services profession ranging from working for major financial institutions to starting up his own boutique broker dealer.

Before joining the firm, Scott worked as the director of sales for a private financial firm specializing in the alternative asset category. He was responsible for business development, negotiating asset purchases, portfolio management and strengthening relationships with financial professionals throughout the southeast United States. During years that were filled with obstacles on the investment capital, regulatory and competitive fronts, he managed to develop excellent relationships which translated into the most profitable territory nationwide for the firm.

Scott has consistently demonstrated the ability to surpass sales expectations throughout his career which has resulted in multiple awards and promotions. He has achieved induction into “Presidents Club” multiple times based on his sales production and has also been promoted to “Partner” in previous positions.

Scott received his bachelor degree in finance from the State University of New York. He has obtained his Series 7, 63, and 65 licenses. He has also earned advanced designations such as board certified in Mutual Funds and Certified Fund Specialist through the Institute of Business and Finance. Scott also completed all coursework for the Certified Financial Planner “CFP” program and hopes to take the exam in the near future.

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