Bert Sweet
Co-owner and CEO
Bert Sweet has been passionate about investing since his 20s, exploring everything from CDs and mutual funds to stocks, futures, options, and ETFs. An engineer by trade, he brings a systems-oriented, data-driven mindset to evaluating income strategies, portfolio risk, and market opportunities. He still loves the sound of the opening bell on market days and has a growing passion for artificial intelligence—especially using AI-powered tools to uncover insights, simplify complex analysis, and help investors make better-informed decisions. Through Dividend Vision, Bert writes about dividend investing, ETFs, portfolio income, and the evolving technology shaping investment research.
Background
- 33 years retail investor