Hamilton Capital Management

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Hamilton Capital Management Employees

Employee
Years
Job
Industry
Brittany Dickey Brittany Dickey Columbus, Ohio Area Details
Brittany Dickey's Hamilton Capital Management Experience April 2013 - October 2014
Job Property Manager at Borror Properties
Industry Public Relations and Communications
Experience
Borror Properties  2014 - Present
Hamilton Capital Management   April 2013 - October 2014

Skills
Editing, Marketing, Customer Service, Event Management, Public Relations, Organization, Volunteer Recruiting, Sales

Education
The Ohio State University
Bachelors of Arts, Marketing Communications

Brian W. Becker Brian W. Becker Columbus, Ohio Area Details
Brian W. Becker's Hamilton Capital Management Experience January 2005 - March 2014
Job Owner at My Own Room
Industry Retail
Experience
My Own Room   March 2014 - Present
Hamilton Capital Management   January 2005 - March 2014

Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Tax-planning, Portfolio Management, Asset Management, Investments

Education
Franklin University
Bachelor of Science Financial Management, Finance

Caroline Savage Caroline Savage Columbus, Ohio Area Details
Caroline Savage's Hamilton Capital Management Experience August 2014 - Present
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   August 2014 - Present
Hamilton Capital Management   June 2014 - August 2014
Denison University  August 2012 - May 2014
Denison University  August 2013 - April 2014
Denison University  May 2013 - August 2013
The James Store   April 2012 - May 2013
Granville Chamber of Commerce   May 2011 - August 2011

Skills
Economics, Research, Analytics, Leadership, Meditation, Sales, SPSS, Macroeconomics

Education
Denison University   2010 — 2014
Bachelor of Arts (B.A.), Cum Laude, Economics

Mandy Krohn Mandy Krohn Columbus, Ohio Details
Mandy Krohn's Hamilton Capital Management Experience May 2015 - Present
Job Client Relations Representative at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   May 2015 - Present
Hixon Zuercher Capital Management   January 2013 - February 2015
Tangles Salon & Spa   August 2011 - January 2015

Education
Toni & Guy Hairdressing Academy   2010 — 2011
Managing Cosmetologist

University of Findlay   2005 — 2009
Bachelor of Science (BS), Accounting

Casey Kimbler Casey Kimbler Columbus, Ohio Area Details
Casey Kimbler's Hamilton Capital Management Experience November 2013 - Present
Job Investment Operations Supervisor at Hamilton Capital Management
Industry Investment Management
Experience
Girl Next Door Bakery   April 2015 - Present
Hamilton Capital Management   November 2013 - Present

Skills
Operations Management, Investment Management, Microsoft Excel, Asset Managment, Process Improvement, Project Management, Marketing, Microsoft Office, Employee Training, Axys, CRM Databases, Trading Systems, Baking, IT Operations

Education
Tennessee Technological University   1999 — 2002
Bachelor of Science (B.S.), Finance, General

Miami University-Middletown   1997 — 1999
n/a

Waynesville High School   1995 — 1999
Diploma

Sheng-De Jeff Liu, CFA® Sheng-De Jeff Liu, CFA® Columbus, Ohio Details
Sheng-De Jeff Liu, CFA®'s Hamilton Capital Management Experience June 2012 - Present
Job Director, Portfolio Managment at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   June 2012 - Present
Meeder Financial  February 2008 - June 2012
The Garlikov Companies  April 2006 - January 2008
Merrill Lynch  June 2002 - April 2006
Prudential Financial  November 1995 - June 2002
Prudential Securities/Wachovia Securities  1996 - 2002
Guangzhou International Trust & Investment Corp. (GUITIC)   1989 - 1992

Skills
Asset Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Asset Allocation, Wealth Management, Retirement Planning, Management, Alternative Investments, Investment Strategies

Education
The Ohio State University - The Max M. Fisher College of Business
Master's degree, Business Administration

Ohio University
Master's degree, Economics

Ohio University
Master's degree, International Affairs

Lori Embrey Lori Embrey Columbus, Ohio Area Details
Lori Embrey's Hamilton Capital Management Experience December 2011 - Present
Job Vice President at Hamilton Capital Management, Inc.
Industry Financial Services
Experience
Hamilton Capital Management, Inc.   May 2015 - Present
Hamilton Capital Management   December 2011 - Present
Fairfield Investments & Wealth Management, LLC   December 2007 - December 2011
The Ohio State University  April 2000 - June 2011
Pickerington Education Foundation   2009 - 2011
Summit Financial Strategies, Inc.   December 2004 - November 2007
Sutliff Financial Planning   June 2002 - December 2004

Education
The Ohio State University   1996 — 1998
Masters of Science, Family Financial Management

The Ohio State University   1992 — 1996
Bachelors of Science, Consumer Affairs

Marian Leuby Marian Leuby Columbus, Ohio Area Details
Marian Leuby's Hamilton Capital Management Experience 1998 - September 2003
Job VicePresident at The Hendrickson Advisory Group, Inc.
Industry Investment Management
Experience
The Hendrickson Advisory Group, Inc.   November 2003 - Present
Hamilton Capital Management   1998 - September 2003
Dillon Capital Management, LP   1994 - 1997
Steele Investment Counsel, Ltd.   1987 - 1994

Education
Capital University   1970 — 1974
BA, English, Secondary Education, Mathematics

Adria Rosebrock, CFP®, NSSA® Adria Rosebrock, CFP®, NSSA® Columbus, Ohio Area Details
Adria Rosebrock, CFP®, NSSA®'s Hamilton Capital Management Experience June 2014 - Present
Job Financial Planning Coordinator at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   June 2014 - Present
Thrivent Financial  August 2007 - June 2014

Education
Georgetown University   2011 — 2011
Certificate in Financial Planning, Financial Planning and Services

The Defiance College   2003 — 2007
Bachelor of Arts (BA), Finance, Management, Economics

Tim Montague, CPA, CFP, MT Tim Montague, CPA, CFP, MT Columbus, Ohio Area Details
Tim Montague, CPA, CFP, MT's Hamilton Capital Management Experience 1998 - Present
Job EVP/COO at Hamilton Capital Management, Inc.
Industry Investment Management
Experience
Hamilton Capital Management   1998 - Present
Asset Link, LTD.   1995 - 1998

Skills
Investments

Education
Capital University   1990 — 1991
Master of Taxation

Franklin University   1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance

Grove City High School   1970 — 1974

Bill Leuby Bill Leuby Columbus, Ohio Area Details
Bill Leuby's Hamilton Capital Management Experience 1997 - Present
Job Senior Vice President and Chief Compliance Officer at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   1997 - Present
Cardinal Realty Services, Inc.   1983 - 1996
Cardinal Securities Corporation   1983 - 1989

Skills
Investments, CPA, Investment Management, Estate Planning, Asset Management, Finance, Wealth Management, Retirement Planning, Mutual Funds, Certified Financial..., 401k, Strategic Financial...

Education
The Ohio State University Moritz College of Law   1980 — 1983
J.D.

Miami University   1976 — 1980
B.S. in Business, Accounting

Newark High School   1972 — 1976

Nicole Newland Nicole Newland United States Details
Nicole Newland's Hamilton Capital Management Experience August 2014 - Present
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   August 2014 - Present

Education
Franklin University
Bachelor of Science (B.S.), Financial Management/Financial Planning

Hugh Baker Hugh Baker Pittsburgh, Pennsylvania Details
Hugh Baker's Hamilton Capital Management Experience April 2014 - July 2014
Job Financial Planning Associate
Industry Financial Services
Experience
Allegheny Financial Group  July 2015 - Present
BNY Mellon  December 2014 - July 2015
Hamilton Capital Management   April 2014 - July 2014
PNC  March 2013 - April 2014

Skills
Sales, Customer Service, Leadership, Marketing, Merchandising, Financial Analysis, Finance, Retail, Banking, Loss Prevention, Time Management, Customer Experience, Customer Satisfaction, Microsoft Excel, Social Networking, Microsoft Office

Education
Duquesne University   2008 — 2012
BS Business Admin, Entrepreneurial Studies and Finance

Duquesne University

Charles Hendrickson Charles Hendrickson Columbus, Ohio Details
Charles Hendrickson's Hamilton Capital Management Experience December 2014 - Present
Job Investment Analyst at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   December 2014 - Present
EnerVest, Ltd.   February 2011 - December 2014
Capital Group  June 2012 - November 2013
Ohio Senate  May 2009 - August 2009

Skills
Financial Modeling, Corporate Valuation, Excel, Microsoft Office, Financial Analysis, Trade Processing, Equity Valuation, Equity Research

Education
Miami University   2006 — 2010
BS, Finance

Jimmy Rogers, CFP®, ChFC® Jimmy Rogers, CFP®, ChFC® Columbus, Ohio Details
Jimmy Rogers, CFP®, ChFC®'s Hamilton Capital Management Experience May 2015 - Present
Job Vice President at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   May 2015 - Present
Hamilton Capital Management   April 2011 - Present
Ohio CASA   March 2010 - February 2015
WealthStone, Inc.   June 2007 - March 2011
Guardian Life Insurance  September 2003 - June 2007

Skills
Marketing, Management Consulting, Business Strategy, Leadership, Asset Managment, Investment Management, Wealth Management, Retirement Planning, 401k, Portfolio Management, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, Asset Management, Financial Advisory, Wealth, Investments, Strategic Financial..., Finance, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Securities, Series 7, Equities

Education
The Ohio State University Fisher College of Business   2008 — 2008
Certificate in Financial Planning

Princeton University   1999 — 2003
Bachelor of Arts, Psychology

Upper Arlington High School   1995 — 1999

Win McCausland, CFA Win McCausland, CFA Columbus, Ohio Area Details
Win McCausland, CFA's Hamilton Capital Management Experience April 2010 - June 2013
Job President, Investment Perspectives, LLC
Industry Financial Services
Experience
Hamilton Capital Management   April 2010 - June 2013
Investment Perspectives LLC   October 2003 - May 2010
Nationwide Insurance  February 1997 - June 2003

Education
University of Hartford   1971 — 1973
MBA, Finance

Wheaton College   1963 — 1967
BA, Economics

Peter S. Geldis, MBA, CFP® Peter S. Geldis, MBA, CFP® Columbus, Ohio Area Details
Peter S. Geldis, MBA, CFP®'s Hamilton Capital Management Experience January 2006 - Present
Job Vice President at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   January 2006 - Present
Charter One Bank  August 2004 - January 2006
YMCA of Greater Cincinnati  August 2003 - June 2004

Education
The Ohio State University Fisher College of Business   2006 — 2009
Masters of Business Administration

Miami University   1999 — 2003
Bachelor of Science

Bexley High School   1995 — 1999

J. Ryan Chambers, CFP® J. Ryan Chambers, CFP® Columbus, Ohio Area Details
J. Ryan Chambers, CFP®'s Hamilton Capital Management Experience July 2015 - Present
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   July 2015 - Present
Nationwide Financial (NSLLC)   April 2014 - July 2015
Gerber, LLC  March 2011 - April 2014
Kensington Wealth Partners Ltd.   July 2010 - February 2011
Meeder Financial  May 2009 - July 2010

Skills
Investments, Portfolio Management, Retirement Planning, College Education..., Life Insurance, Variable Annuities, Wealth Management, Financial Services, Estate Planning, Personal Tax Planning, Qualified Retirement..., Mutual Funds

Education
The Ohio State University   2009 — 2009
CERTIFIED FINANCIAL PLANNER™

Xavier University   2001 — 2005
Bachelor's Degree, Finance

Ken A. Dodson, CPA, PFS, AIF Ken A. Dodson, CPA, PFS, AIF Columbus, Ohio Area Details
Ken A. Dodson, CPA, PFS, AIF's Hamilton Capital Management Experience 1998 - 2002
Job Principal, The Wealth Advantage Group
Industry Investment Management
Experience
The Wealth Advantage Group, Inc   2002 - Present
Hamilton Capital Management   1998 - 2002
Self Employed  1987 - 1998
Cranston Securities Co.   1983 - 1986
Price Waterhouse & Co.   1979 - 1982

Skills
Investment Management, Accounting, Financial Advisory, Wealth, Personal Finance

Education
Indiana University Bloomington   1982 — 1984
MBA, Finance, Accounting, Real Estate

The Ohio State University   1975 — 1979
BSBA, Accounting

Drew Lehman, CFP® Drew Lehman, CFP® Columbus, Ohio Details
Drew Lehman, CFP®'s Hamilton Capital Management Experience May 2015 - Present
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   May 2015 - Present
Edelman Financial Services  March 2012 - May 2015
KeyBank  October 2011 - February 2012
Chase  February 2010 - October 2011

Education
Cedarville University   2005 — 2009
Bachelor of Arts (B.A.), Business Administration Finance

Jacqueline Leuby Jacqueline Leuby New Albany, Ohio Details
Jacqueline Leuby's Hamilton Capital Management Experience May 2015 - Present
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   May 2015 - Present
Shore Morgan Young Wealth Strategies   August 2013 - May 2015
Eta Zeta Chapter of Kappa Kappa Gamma   February 2012 - February 2013
The Scotts Miracle-Gro Company  May 2012 - January 2013

Skills
Time Management, Microsoft Excel, PowerPoint, Golf, Microsoft Office, Budgets, Microsoft Word, Access, SAP, Laserfiche

Education
John Carroll University   2009 — 2013
BS, Business Administration Finance

Universidad Antonio de Nebrija
Spanish Language and Literature

New Albany High School

Patrick Finneran Patrick Finneran Columbus, Ohio Area Details
Patrick Finneran's Hamilton Capital Management Experience May 2015 - Present
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   May 2015 - Present

Skills
Holistic Financial..., Retirement Planning, Wealth Management, Risk Management, Education Planning, Financial Planners

Education
Miami University
Bachelor of Science, Economics

Saint Charles Preparatory

Jessica Dawe Jessica Dawe Cleveland/Akron, Ohio Area Details
Jessica Dawe's Hamilton Capital Management Experience May 2015 - Present
Job Investment Operations Associate at Hamilton Capital Management
Industry
Experience
Hamilton Capital Management   May 2015 - Present
KeyBank  May 2014 - August 2014
Fiserv  September 2013 - April 2014
eOffice   June 2013 - August 2013
Ohio State University Comprehensive Cancer Center-James Cancer Hospital & Solove Research Institute  October 2012 - June 2013

Education
The Ohio State University   2010 — 2014
Bachelor of Science in Business Administration, Finance

Avon Lake High School   2006 — 2010

Eric Shisler Eric Shisler Columbus, Ohio Details
Eric Shisler's Hamilton Capital Management Experience July 2000 - October 2013
Job VP Director of Research at Budros, Ruhlin & Roe, Inc.
Industry Investment Management
Experience
Budros, Ruhlin & Roe, Inc.   November 2013 - Present
Hamilton Capital Management   July 2000 - October 2013

Education
Bucknell University   1983 — 1987
Bachelor of Arts (BA), History

Jeff Loehnis Jeff Loehnis Columbus, Ohio Area Details
Jeff Loehnis's Hamilton Capital Management Experience 2001 - Present
Job President at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   2001 - Present
BalletMet Columbus  2004 - 2011
Loehnis Financial Advisors, Inc.   1996 - 2001

Education
Hillsdale College   1976 — 1980
Bachelor of Arts, Accounting

Kristen Garofalo Kristen Garofalo Dublin, Ohio Details
Kristen Garofalo's Hamilton Capital Management Experience June 2014 - Present
Job Client Relations Representative at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   June 2014 - Present
Robert Morris University  January 2014 - May 2014
C-Side Sports Academy   November 2013 - April 2014
National Kidney Foundation  September 2013 - April 2014
Planit  May 2013 - August 2013
Robert Morris University  August 2012 - May 2013
Robert Morris University  January 2011 - January 2013
York Revolution  May 2012 - August 2012
Robert Morris University  August 2011 - May 2012
Robert Morris University  May 2011 - August 2011

Skills
Social Media, Facebook, Blogging, Social Networking, Event Planning, Social Media Marketing, PowerPoint, Public Speaking, Time Management, Research, Advertising, Fundraising, Event Management, Public Relations, Teamwork, Customer Service, InDesign, Microsoft Word, Ticket Sales, Sports Management, Press Releases, Marketing Communications, Media Relations, Microsoft Excel, Word, Excel, Writing, Photography, Twitter, Sysomos, Microsoft Office, Leadership, Communication, Training

Education
Robert Morris University   2010 — 2014
Bachelor of Arts (B.A.), Communications, Sports Management

Matthew Kirby, CFP® Matthew Kirby, CFP® Columbus, Ohio Area Details
Matthew Kirby, CFP®'s Hamilton Capital Management Experience May 2015 - Present
Job Vice President at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   May 2015 - Present
Hamilton Capital Management   June 2007 - Present
Upper Arlington Special Olympics   November 2011 - Present
Northwestern Mutual  May 2006 - June 2007

Education
College for Financial Planning   2009 — 2011

Denison University   2002 — 2006
Bachelor of Arts, Economics and History

IES Barcelona   2004 — 2004
Economics and Spanish

Upper Arlington High School   1998 — 2002

Andrea Kullberg Andrea Kullberg Columbus, Ohio Area Details
Andrea Kullberg's Hamilton Capital Management Experience March 2015 - Present
Job Client Relations Representative at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   March 2015 - Present
Christian Happenings & iTickets   May 2012 - March 2015
Balyasny Asset Management  August 2008 - June 2010
TMB Industries  February 2006 - August 2008

Skills
Press Releases, Microsoft Office, Social Media, Management, Marketing Communications, Investor Relations, Marketing, Investments, Analysis, Microsoft CRM, Private Equity, Client Relations Skills, Asset Management, Financial Services, Hedge Funds, Mergers

Education
Miami University   2001 — 2005
B.S., B.A., Marketing, Psychology

Miami University Dolibois European Center   2004 — 2004

Antonio Caxide, CFA Antonio Caxide, CFA Columbus, Ohio Area Details
Antonio Caxide, CFA's Hamilton Capital Management Experience May 2009 - Present
Job Chief Investment Officer at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   May 2009 - Present
LUSIADS Investment Management LLC   August 2005 - May 2009
Nationwide Financial  January 2000 - June 2005
CIGNA  1984 - 1999
CIGNA Investment Management  1984 - 1999

Skills
Asset Managment, Fixed Income, Equities, Investment Management, Alternative Investments, Risk Management, Financial Services, Insurance, Finance, Retirement, Pensions, ALM, Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Investment Advisory, 401k, Mutual Funds, Strategic Financial..., Asset Management, Investment Strategies, Investments, Estate Planning, Bonds

Education
University of Connecticut   1982 — 1984
MBA, Finance and Investments

Diane Armstrong CPA, CFP® Diane Armstrong CPA, CFP® Columbus, Ohio Area Details
Diane Armstrong CPA, CFP®'s Hamilton Capital Management Experience April 2000 - August 2003
Job Armstrong Financial Services, LLC
Industry Financial Services
Experience
Armstrong Financial Services   November 2012 - Present
WealthStone   July 2008 - November 2012
King Dodson Armstrong Financial Advisors Inc.   August 2003 - July 2008
Hamilton Capital Management   April 2000 - August 2003
Banc One Investment Advisors  1998 - 2000
Banc One Investment Advisors  1996 - 1998
Bank One Trust Company  1992 - 1996
Banc One Corporation  1986 - 1992

Education
Capital University   1994 — 1996
Certified Financial Planner Professional Education Program

The Ohio State University   1982 — 1986
Bachelor of Science, Accounting/Finance

Anne A. Remias, SPHR Anne A. Remias, SPHR Columbus, Ohio Area Details
Anne A. Remias, SPHR's Hamilton Capital Management Experience July 2012 - Present
Job Human Resources Manager
Industry Human Resources
Experience
Hamilton Capital Management   July 2012 - Present
Employers Resource Association  June 2009 - June 2012
Huntington National Bank  June 1988 - June 2007

Skills
Employee Relations, Talent Acquisition, Succession Planning, Performance Management, HR Consulting, Policy/Procedure..., Project Implementation, Process Improvement, Training & Development

Education
The Ohio State University   1986 — 1990
BA, English

Emmett Bahnson Emmett Bahnson Columbus, Ohio Area Details
Emmett Bahnson's Hamilton Capital Management Experience September 2013 - Present
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management   September 2013 - Present
JPMorgan Chase  April 2012 - September 2013
JPMorgan Chase  July 2010 - April 2012
JPMorgan Chase  June 2009 - August 2010

Education
Syracuse University - Martin J. Whitman School of Management   2006 — 2010
BS, Finance, General

Matt Hamilton, CFP® Matt Hamilton, CFP® Columbus, Ohio Area Details
Matt Hamilton, CFP®'s Hamilton Capital Management Experience 1997 - Present
Job Chairman & CEO at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management   1997 - Present
Hamilton, Flower & Kell, Inc.   1982 - 1997

Education
The Ohio State University   1973 — 1978
Bachelor of Arts (B.A.), Communications

Otterbein College   1972 — 1973
Liberal Arts

Upper Arlington High School   1970 — 1972
General High School Diploma

Edward Zimmer III, CFA Edward Zimmer III, CFA Columbus, Ohio Area Details
Edward Zimmer III, CFA's Hamilton Capital Management Experience December 2013 - Present
Job Investment Analyst at The Ohio State University
Industry Investment Management
Experience
The Ohio State University  September 2015 - Present
Hamilton Capital Management   December 2013 - Present
Hamilton Capital Management   August 2010 - December 2013
Citigroup  October 2007 - August 2010

Skills
Financial Analysis, Bloomberg, Excel, Access, Valuation, Equities, Asset Management, Investments

Education
University of Dayton   2003 — 2007
BA, Finance, Entrepreneurship

University of Dayton   2003 — 2007
Bachelor's degree, Finance, General