Randy Sweetman Bio

Mr. Sweetman is an Executive Managing Director and leads the company’s Data Collection and Valuation Group, overseeing the collecting and reporting of untraded securities values to numerous major broker-dealers, clearing firms and trust companies for customer account statements. Mr. Sweetman is active in the firm’s Publications. Group tracking industry statistics and trends of non-traded REITs, BDCs, Interval Funds and other alternative investments. Before joining the firm in 2008, Mr. Sweetman spent three years in a financial advisory role, with his most recent tenure at Merrill Lynch. Mr. Sweetman graduated from Rutgers University in 2005 with a bachelor’s degree in Finance. He is registered with FINRA as a General Securities Principal, a Financial and Operations Principal and a General Securities Representative.