IPO and SecondariesIPO BoutiqueYour Reliable IPO and Secondaries Advisory
09/22/2014 Monday
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About Us

Scott Sweet
Senior Managing Partner
Principal Researcher

Scott and Walter Horn are the two original co-founders of IPO Boutique. Scott has been trading IPO's and Secondaries since age 15. Scott's education includes a dual degree from Northeastern University with concentrations in Accounting and Small Business, before going on to graduate school at The Richard J. Fox School of Business and Management at Temple University. After Fox, Scott was a corporate controller and MIS manager for a national corporation and founded an active hedge fund. Scott has been interviewed and quoted by more than 150 major domestic and international publications including The Wall Street Journal, Reuters, London Times, MarketWatch, Business Week, Bloomberg.

Scott Sweet

Kristi Jones
Senior Administrator

Kristi earned a Bachelor of Science degree at West Chester University in Pennsylvania. Her professional experience has primarily been in healthcare administration and financial case management. She has also been involved in the start-up and operations of several independently owned businesses.

Kristi Jones

Susan Cole Henzy
Research Associate

Sue graduated from Washburn University with a Bachelor of Science degree in Chemistry along with Minors in Mathematics and Physics. Her stock market activities began in junior high school, when she bought her first shares of stock. Sue has very broad and diversified business experience.

Sue Henzy

Jeff Zell
Research Associate

Jeff graduated from the University of Texas with a Bachelor of Journalism degree with a minor in business. He has more than ten years around the stock market. He has excellent familiarity with the IPO and syndicate market.

He grew up with an old-school market philosophy but feels one of his greatest assets is adapting with the times. Prior to joining IPO Boutique, he spent eight years as a Sports Anchor at a pair of local CBS affiliates in the Midwest and Southeast, respectively. Jeff's attention to detail and quality of work has won him multiple state and regional-level awards.

Jeff Zell

David Trenck
Technology

Dave has extensive experience in creating, analyzing and maintaining mission critical real-time database applications. He was the first employee of EDGAR Online, Inc., where he also served as Senior Product Manager and Vice President, Operations and Director of Customer Support. Dave was Senior Vice President, Operations for CVR Marketing, Inc., servicing clients in retail, travel, and fashion. Dave is a Microsoft Advertising Accredited Professional. Dave holds a Master Certificate in IT/IS Project Management from Villanova University.

Technology

Walter Horn
Co-Founding Partner

Walt and Scott Sweet are the two original co-founders of IPO Boutique. A Professional Engineer (PE), Walt was selected by Digital Equipment Corporation's users group as a member of their national steering committee for Artificial Intelligence. Walt completed his Master's degree with a concentration in Management of Information Systems from Carnegie Mellon University's H. John Heinz III School of Public Policy and Management. He received his B. S. degree, Magna Cum Laude, in Information Sciences from Point Park University graduating first in the department. Walt was honorably discharged from the U. S. Marine Corps. During his tenure with a U.S. security clearance organization, Walt was favorably evaluated for the Single Scope Background Investigation (SSBI) Level. Walt managed the Operations Research department of a Fortune 200 corporation. In that capacity, was a member of the corporate management team that completed 49 mergers and acquisitions over a twelve year period. Walt currently participates in IPO Boutique on an advisory basis.

Walter Horn





Our staff's background

The advisors of IPO Boutique are extremely active investors and traders who have multiple accounts with the most prestigious underwriters in North America and the world. We have surpassed 10,000 IPO's and Secondaries traded. Our recommendations have benefited both beginners and financial industry veterans. Most advisory services do not focus their time, as we do, to analyze every IPO and Secondary that is filed. We enable you to make continuously informed decisions on investments that are generally considered speculative by market standards.

It is the synergy of our experience, knowledge of the market environment, and our underwriter contacts that make us a valuable source for your own due diligence. We are professionals, and will strive to constantly improve our services to you to help you achieve your goals.


Universities:

Northeastern University
University of Florida
University of Texas
Washburn University
West Chester University
Carnegie Mellon
Franklin Pierce



Graduate Schools:

Temple University - The Richard J. Fox School of Business and Management
Carnegie Mellon - H. John Heinz III School of Public Policy & Management

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