Hamilton Capital
At Hamilton Capital, the bottom line is results matter. We seek to build, protect and compound wealth with your vision of the future in mind. Wealth in itself is usually not the destination. It’s simply the vehicle for something more meaningful. Our process to get you there requires careful planning and more importantly, high quality investment returns. Your best interests are at the core of what we do, and we take the time to understand you, your vision and the why behind it. As a Registered Investment Advisor, we are a fee-only, independent wealth and investment management firm. We are committed to operating under the fiduciary standard while maximizing transparency and maintaining compensation structures that are aligned with your success. We manage more than $2 billion in assets for individual and institutional clients nationwide, including rising young executives and professionals to wealthy families and foundations and retirement plans. Our team is nationally recognized, highly credentialed, and hand-selected for their knowledge and diverse experiences in finance, business, tax and investment management. They are also equipped to handle even the most complex family wealth structures. We believe your financial future requires constant reflection, evaluation and evolution. We utilize our distinctive and highly-sophisticated dynamic investment process to take full advantage of your portfolio’s compounding potential; striving to build high quality returns, protect capital in down markets and allow future returns to build on past results. From dynamic investment management and focused estate planning, to philanthropic initiatives that build wealth while advancing causes that are meaningful to you—our team knows your needs cannot be categorized into a one-size-fits-all model. Our goal is to help our clients achieve peace of mind about their finances and future. Visit our Important Disclosures for more information: https://bit.ly/2JPZFzX
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Verified contacts
101
available on Kipplo
LinkedIn employees
96
51 to 200 range
Open roles
—
no listings
Distinct roles
49
indexed titles
Tech stack
0
tools in use
Monthly traffic
280
organic / mo
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Decision-makers and verified team members
101 contacts with verified email or phone · masked until revealed.
- AR
Adria Rosebrock
Director of Wealth Management Operations & Training · Finance & Accounting
EmailPhone - FC
Francis Chu
Managing Director - Portfolio Management · Finance & Accounting
EmailPhone - MD
Michael Decarlo
Director of Finance and Administration · Finance & Accounting
EmailPhone - PH
Patrick Huang
Director - Investment Management · Finance & Accounting
EmailPhone - SH
Stephanie Homorody
Director of Investment Management · Finance & Accounting
EmailPhone - TS
Tony Strotman
Director of Compliance · General Business & Management
EmailPhone - BW
Brian W. Becker
Vice President · General Business & Management
EmailPhone - CK
Casey Kimbler
Vice President, Investment Operations · Operations
EmailPhone - GS
Gregory Smith
Senior Vice President · General Business & Management
EmailPhone
Showing 9 of 101 verified contacts
Top roles at Hamilton Capital
49 distinct titles indexed · top 10 shown.
- 9financial advisor
- 8client relations representative
- 7associate financial advisor
- 6senior associate financial advisor
- 6senior financial advisor
- 4paraplanner
- 3client relations manager
- 3investment analyst
- 3vice president, financial advisor
- 2investment operations associate
- +39more titles
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