Profil
Ms. Susan E.
Hamilton is Relationship Manager & Senior Financial Planner at West Financial Services, Inc.
Ms. Hamilton's previous 17 years of experience included working with a fee-only financial planning and investment management firm in Falls Church, Virginia, working in trading and portfolio administration at an institutional investment management firm in Bethesda, Maryland, and working as a registered sales assistant at a national brokerage firm in Washington, D.C.
Ms. Hamilton received her BA in Foreign Affairs from the University of Virginia.
Anciens postes connus de Susan Elizabeth Hamilton
| Sociétés | Poste | Fin |
|---|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Gestionnaire de Portefeuille-Actions | - |
Formation de Susan Elizabeth Hamilton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
















