![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
Lid van de Investeringscommissie bij
Atomi Financial Group, Inc.
Profiel
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.
Actieve functies van Tim Hamilton
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-05-2023 |
Eerdere bekende functies van Tim Hamilton
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van Tim Hamilton
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
89
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
