![Tim Hamilton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Tim Hamilton
Membre du Comité d'Investissement chez
Atomi Financial Group, Inc.
Profil
Mr. Tim S.
Hamilton is a Managing Director & Senior Wealth Advisor at Compound Planning, Inc. He brings over 16 years of experience in the wealth management industry having worked with several independent Registered Investment Advisory firms before joining Compound Planning.
Mr. Hamilton was previously employed as a Clients Relationship & Trading Operations Manager by Howe & Rusling, Inc.
He graduated from the University of Rochester with a Bachelor of Arts in Economics and a Finance & Accounting Certificate from the Simon School of Business and received his Masters in Wealth Management from Columbia University.
Postes actifs de Tim Hamilton
| Sociétés | Poste | Début |
|---|---|---|
Atomi Financial Group, Inc.
 Atomi Financial Group, Inc. Investment ManagersFinance Compound Planning uses several methods to analyze the securities that may be selected for various investment portfolios, including fundamental and technical analysis. | Membre du Comité d'Investissement | 01/05/2023 |
Anciens postes connus de Tim Hamilton
| Sociétés | Poste | Fin |
|---|---|---|
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Trading-Equity | - |
Formation de Tim Hamilton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Finance |
Atomi Financial Group, Inc.
Atomi Financial Group, Inc. Investment ManagersFinance Compound Planning uses several methods to analyze the securities that may be selected for various investment portfolios, including fundamental and technical analysis. | Finance |
