Bob Sweezy is a seasoned professional with over 20 years experience in the financial services industry specializing in the installation, administration and servicing of qualified retirement plans
Since joining Eastern Bank in 2001 Bob has been offering plan sponsors assistance in meeting their fiduciary plan responsibilities by providing assistance with drafting investment policy statements, by regularly monitoring investment performance and by providing investment education to employees at the worksite. Bob's ability to understand and appreciate the unique retirement plan needs of each employer ensures the best possible service and product placement for our customers.
Prior to joining Eastern Bank Bob has held positions at these institutions:
1983 John Hancock Insurance, Boston
1985 National FSI, Dallas, TX
1986 Fidelity Investments, Boston
1990 William M. Mercer Consultants, Boston
1993 Fleet Bank, Manchester, NH Portland, ME and Boston, MA
Member NEEBC; Distribution Committees for L.G. Balfour Foundation, Noonan Memorial Fund, Chase Charity Foundation, Charles King Trust, and Charles Bacon Trust.
Graduated Magna Cum Laude Northeastern University with a Bachelors of Science in Computer Science.
Bob is an Accredited Investment Fiduciary (AIF®) awarded by the Center for Fiduciary Studies, University of Pittsburgh.
Please feel free to email Bob.