Judith Vicks Sweet, CFA
Chief Financial Officer
Strategic Investment Advisors, Inc.
Chartered Financial Analyst Charterholder
Email: jsweet@investstrategic.com
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Judith Vicks Sweet is the Co-founder of Strategic Investment Advisors, Inc. and is the Chief Financial Officer. Judy has been with the firm for 20 years and currently serves on Strategic's investment committee.
Experience
Investment positions with Marine Midland Bank and Bank of New York in New York City. Judy was responsible for equity and fixed income management of trusts, estates and investment management accounts.
Education
- Chartered Financial Analyst Charterholder
- Bachelor of Arts degree in Economics, Bucknell University
Community Involvement
Present:
- Member of the Board of Trustees, Treasurer and Member of the Grants Committee of the Community Foundation of Herkimer and Oneida Counties, Inc.
- Trustee of the St. Margaret's Corporation of Utica
- Member of the Board of Directors and Member of the Investment Committee of Commercial Travelers and Monitor Life Insurance Company
Past:
- Trustee of the Pathfinder Village
- Member of the Board of Directors of the Mohawk Valley Chamber of Commerce
- Member of the Board of Directors and Treasurer of the Utica YWCA
- Director of Family Services of Greater Utica, Inc.
Awards
- Winner of the "40 Under 40" award which honors Central New York's forty best and brightest young professionals (1998)
- Recipient of the YWCA of the Mohawk Valley "Salute to Outstanding Women" award in the area of Business and Industry (2003)
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"I spend my days communicating with clients. We are not selling a product, we are giving investment advice based on a thorough understanding of a client's needs and goals. That means taking the time not only to gain this knowledge, but to establish a comfort level and earn their trust.
I remember a meeting that ended with a client saying 'Judy, take good care of our money.' That's what it is all about. It's a serious responsibility but one I'm confident we meet.
One thing that sets us apart is the fact that clients have access to key executive talent. When you talk to us you are talking to our team of money managers; all of our experience and expertise focuses directly on your investment strategy.
The learning curve never flattens in this business, making it a continual quest for knowledge. That is where my passion lies in meeting the challenges and seeing the ultimate successes."
