Exit Planning Institute - Find a CEPA

Matthew T. Sweeney, CEPA is a Managing Partner of William Joseph Capital Management LLC, a fee-only Registered Investment Advisory Firm headquartered in Connecticut. Matthew started in the industry at Morgan Stanley Smith Barney as a Financial Advisor. In 2011 he joined Virtus Investment Partners as part of their wholesale distribution group and focused on Financial Advisors of the investment banks in New York and Vermont. In 2015 he started William Joseph Capital Management LLC and currently has brought together a team of advisors that focus solely on client outcomes. When not working with his team for the benefit of the firm’s clients, Matthew has volunteered by serving on the board of two private libraries in Farmington CT as well as the Board of Trustees for a historical non-profit located in Farmington, CT. Matthew resides in Farmington, CT with his wife Rachel of 20 years and his daughters Shiloh and Sophie.

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