![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
Mitglied des Investmentausschusses bei
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.
Aktive Positionen von Tim Hamilton
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.05.2023 |
Ehemalige bekannte Positionen von Tim Hamilton
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Tim Hamilton
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
89
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
