Apella Wealth
Patrick Sweeny has extensive work experience in the financial industry. Patrick started working at Symmetry Partners in 1994 as a Principal and continues to hold this position. In 2015, they also joined Apella Wealth, where they currently serve as the Chief Executive Officer and Principal.
Patrick Sweeny attended Chaminade High School from 1976 to 1979. Following their high school education, they enrolled at Fairfield University, where they pursued a Bachelor of Arts degree in Economics from 1979 to 1983.
Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.