Travis Broadhurst

As an investment analyst, Travis conducts investment research to support the firm’s investment process. He sources and evaluates a wide range of investment opportunities, conducts due diligence on managers and strategies, monitors portfolio performance, and provides data and insight to inform advisors’ portfolio allocation decisions.

Travis has eight years of experience in the financial services industry. Prior to joining Sweeney Financial Advisors, he was an investment analyst at SCS Financial, where he focused on fixed income and private investment analytics. His past experience also includes serving as an investment research analyst at Lake Street Advisors, where he was responsible for private investment sourcing and due diligence, as well as model performance modeling. He also has a background in trade execution, client reporting and subscription document processing.

Travis has a bachelor’s degree in economics from the University of New Hampshire’s Peter T. Paul College of Business and Economics. He is a CFA Level II Candidate and has passed the FINRA Series 66 exam.

Travis lives in Rochester, New Hampshire, with his fiancée and their cats, Rue and Mowgli. In his free time, he enjoys watching Boston sports and spending time with family.