PSA Perspective Blog | Contact Us | (800) 677-7887 |

Ray Sweet, MBA, CPA

RaySweet

Chief Financial Officer

Direct Line: 443.798.7497
Toll Free: 800.677.7887
Direct Fax: 443.798.4120
E-Mail: RSweet@psafinancial.com
LinkedIn

Professional Background

Ray Sweet joined PSA as the Chief Financial Officer in May of 2012. An incredibly accomplished and talented business leader, Ray oversees PSA’s finance and accounting teams. Ray is a very resourceful and bottom-line oriented business management executive who brings unique leadership and vision to PSA.

Ray has more than 25 years of domestic and international experience in finance, operations and business management. Prior to PSA, Sweet spent seven years as Vice President and CFO of JPB Enterprises, where he was responsible for all finance functions and founded the company’s outsourcing practice. Other past positions include CFO and Business Manager for Broadcast Sports, Inc., and CEO and CFO for CHEMSPEC, Inc., a multi-national specialty chemical manufacturer. Ray started his career as an auditor for Coopers & Lybrand.

Ray holds an MBA in Finance from Loyola University Maryland and earned his Bachelors degree in Business Administration and Accounting from Towson University.

Ray is a Certified Public Accountant, and is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants and is a board member of Financial Executives International.

Business/Customer Service Philosophy

“PSA’s mission is to protect and grow the assets of our clients. We do this through a disciplined approach to managing their risk, exceeding their expectations and going above and beyond the traditional suite of services provided by our competitors. It is this true spirit of partnership that sets us apart, that increases the value of our relationships.”

 

Recent Blog Posts
Cyber Partnership image blog

Jul
31st
Cyber Security: Managing Your Risk, Protecting Your Assets

Cyber attacks can happen to anyone — even the National Security Agency. U.S. contractor Edward Snowden’s historic data breach and subsequent disclosure of thousands of classified NSA documents to The Guardian and then The Washington Post led to more than six months’ worth of revelations on NSA surveillance programs. But government agencies and big companies like […]

shutterstock_184904708

Jul
24th
Make Charitable Giving Part of Your Financial Plan

Twenty years into my career as a financial planner, I had the great opportunity to meet one of the country’s top charitable planning advisors.  He had flown into Baltimore to speak about the impact of his work with the March of Dimes and teach a select group of advisors some of the complex strategies his […]

Piggy bank (500x300)_134154413

Jul
11th
Proposed Policy Could Discourage Retirement Savings

Brokers play an important role in the retirement community, yet a proposed rule change in the federal government may alter how they operate, and some believe it could possibly put a long-term damper on participation in 401(k) retirement plans. The proposed rule change would raise the guidelines for broker advice from the current “suitability” standard […]

Portfolio (compressed)

May
30th
Time is of the Essence in PSA’s Sundial Portfolios

There is an old adage that says It’s the time in the market that counts, not timing the market, and it speaks to the importance of time when investing your money. Time is one of the key components we consider when building a portfolio for a client because the time horizon of a portfolio influences […]