Greg Sweeney, CFA
SVP/Chief Investment Officer
Greg demonstrates expertise and vision in economics, trading, analysis, statistics, portfolio management and asset allocation for insurance companies, foundations, retirement plans and high-net-worth clients. He uses his extensive experience, critical thinking and judgment to plan, build and implement successful institutional portfolio strategies.
Greg leads BIIM’s portfolio managers in developing and aligning investment strategies to investment policy guidelines, implementing these tactics into successful portfolio structures and performing regular ongoing evaluations of portfolio configurations and results.
Graduating from the University of North Dakota in Grand Forks, Greg earned a bachelor’s degree in business administration in 1985 with finance and investment disciplines. Greg has been a Chartered Financial Analyst (CFA) charterholder since 1993.
Outside of work, Greg’s adventurous interests include deep-powder snowmobiling, riding motorcycles, water skiing, snow skiing and hockey.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.