Hamilton Point Investment Advisors

Description

Address: 100 Europa Dr suite 425, Chapel Hill, NC 27517 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (919) 636-3765: : Place name: : : Website: : Category: : Website: http://hamiltonpoint.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Hamilton Point Investment Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Hamilton Point Investment Advisors Employees

Employee
Years
Job
Industry
Monica Cartagena Monica Cartagena New London/Norwich, Connecticut Area Details
Monica Cartagena's Hamilton Point Investment Advisors Experience October 2013 - Present
Job Assistant Property Manager at Hamilton Point Investment Advisors
Industry Marketing and Advertising
Experience
Hamilton Point Investment Advisors   October 2013 - Present
Green Ink Marketing Communications  April 2010 - October 2013
Sears, Roebuck and Co.   October 2007 - August 2013

Skills
Digital Media, Marketing Communications, Creative Direction, Social Media Marketing, Digital Strategy, Digital Marketing, Social Media, Broadcast, Facebook, Social Networking, Advertising, Direct Marketing, Marketing Strategy, Corporate Communications, New Media, Video Production, Public Relations

Education
Three Rivers Community College   2009 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Deboris Bennett Deboris Bennett Cincinnati Area Details
Deboris Bennett's Hamilton Point Investment Advisors Experience October 2013 - September 2014
Job A&P Mechanic
Industry Airlines/Aviation
Experience
Airborne Maintenance and Engineering Services  April 2015 - Present
Kalitta Air  August 2014 - February 2015
Hamilton Point Investment Advisors   October 2013 - September 2014
Landmark residential  2012 - February 2014

Skills
electrical repairs, plumbing, HVAC, hydraulics, appliance repair, pneumatics, carpentry, A, Aircraft Maintenance, Aircraft, Aviation, Maintenance, Preventive Maintenance, Maintenance, Maintenance Management, Maintenance & Repair, Plumbing, A&P, Pneumatics, Line Maintenance, A320, Airworthiness, Avionics, Mechanics

Education
Aviation Institute of Maintenance   2012 — 2014
Airframe Mechanics and Aircraft Maintenance Technology/Technician

Atlanta technical college   2001 — 2002
certificate, heating, ventilation, Air Conditioning and

Nathan Byrd, CFA, CFP Nathan Byrd, CFA, CFP Chapel Hill, North Carolina Details
Nathan Byrd, CFA, CFP's Hamilton Point Investment Advisors Experience March 2013 - Present
Job Vice President of Research at Hamilton Point Investment Advisors
Industry Investment Management
Experience
Hamilton Point Investment Advisors   March 2013 - Present
Altrius Capital Management, Inc.   June 2011 - February 2013
Oak Value Capital Management, Inc.   2010 - 2010
Wachovia, A Wells Fargo Company  July 2007 - May 2009
Wachovia, A Wells Fargo Company  May 2006 - June 2007

Skills
Investments, Portfolio Management, Equities, Wealth Management, Fixed Income, Financial Markets, Asset Management, Economics, Financial Modeling, Equity Research, Valuation, Bloomberg, Derivatives, Financial Analysis, Trading, Corporate Finance, VBA, Asset Managment, Asset Allocation

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA, Investment Management

Wake Forest University   2002 — 2006
BS, Mathematical Economics

Neil Delap Neil Delap Charlotte, North Carolina Details
Neil Delap's Hamilton Point Investment Advisors Experience April 2010 - September 2010
Job Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities  June 2015 - Present
TIAA-CREF  June 2012 - June 2015
Hamilton Point Investment Advisors   April 2010 - September 2010

Skills
ABS, MBS, Structured Finance, Fixed Income, Bloomberg, Intex, Investments, VBA, VB.NET, Financial Risk, Fixed Income Analysis, Financial Analysis, Research, Portfolio Management, Asset Management, Bonds, SQL, C#

Education
University of North Carolina at Chapel Hill   2007 — 2011
Bachelor of Arts, Economics

University of North Carolina at Chapel Hill   2007 — 2011
Bachelor of Arts, Mathematics

Alex Keith Alex Keith New York, New York Details
Alex Keith's Hamilton Point Investment Advisors Experience May 2013 - August 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  June 2014 - August 2014
UNC Kenan-Flagler  November 2013 - May 2014
Hamilton Point Investment Advisors   May 2013 - August 2013
North Carolina General Assembly  February 2013 - May 2013
North Carolina Republican Party  May 2012 - August 2012
Bradford Law Offices   July 2011 - August 2011

Skills
Finance, Accounting, Microeconomics, Economic Development, Public Speaking, Microsoft Office, Marketing, French, Politics, Political Campaigns, Japanese, Ice Hockey, Community Outreach, Research, Legislative Relations, Management, Public Policy, Legislation, Nonprofits

Education
University of North Carolina at Chapel Hill   2011 — 2015
Bachelor’s Degree, Ancient & Medieval History, Business Administration, GPA: 3.86, Graduated with Highest Distinction

Samuel Towne Samuel Towne Chapel Hill, North Carolina Details
Samuel Towne's Hamilton Point Investment Advisors Experience May 2014 - August 2014
Job Summer Analyst at Global Endowment Management
Industry
Experience
Global Endowment Management  June 2015 - Present
Hamilton Point Investment Advisors   May 2014 - August 2014
Delta Phi National   May 2013 - August 2013

Skills
Statistics, Data Analysis, Microsoft Office, PowerPoint, Leadership, Economics, Microsoft Excel, Bloomberg Terminal, Equity Research, Asset Allocation, Investment Management, Microsoft Word, American History, Wilderness First Aid..., CPR Certified, Research, Investments

Education
Cornell University   2012 — 2016
Bachelor of Arts (B.A.), College of Arts & Sciences, Economics, History

East Chapel Hill High School   2008 — 2012

Ryan Procaccini Ryan Procaccini Greater New York City Area Details
Ryan Procaccini's Hamilton Point Investment Advisors Experience May 2012 - August 2012
Job Corporate Credit Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  June 2014 - Present
Guggenheim Partners  June 2013 - August 2013
Northwestern Mutual  April 2012 - April 2013
Hamilton Point Investment Advisors   May 2012 - August 2012
McDaniel College  January 2011 - April 2011
Dewey Beach Patrol  June 2010 - August 2010

Skills
Investments, Bloomberg Terminal, Bloomberg, Financial Modeling, Morningstar, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Portfolio Management, DCF, Microsoft Word, Corporate Finance

Education
UNC Kenan-Flagler Business School   2011 — 2014
Bachelor of Science (B.S.), Business Administration

McDaniel College   2009 — 2011
Business Administration and Economics

Adam Creighton Adam Creighton Traverse City, Michigan Details
Adam Creighton's Hamilton Point Investment Advisors Experience September 2007 - January 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2012 - Present
Hamilton Point Investment Advisors   September 2007 - January 2012
Regal Securities   June 2005 - July 2007

Skills
Series 7, Securities, Series 63, Risk Management, Investments, Portfolio Management, Financial Analysis, Finance, Asset Managment, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Retirement Planning

Education
Coastal Carolina University   2001 — 2005
BS, Finance

Traverse City Central High School

Judy French Judy French Greater Atlanta Area Details
Judy French's Hamilton Point Investment Advisors Experience April 2015 - Present
Job Executive manager
Industry Real Estate
Experience
Hamilton Point Investment Advisors   April 2015 - Present
FCM  September 1998 - April 2015

Skills
Apartments, Property Management, Real Estate, Leases, Management, Contract Negotiation, Budgets, Lease Administration, Real Estate Development, Rentals, Residential Homes, Yardi, Tenant, Investment Properties, Team Building

Education
Cleveland State University   1976 — 1978

Rick Woods, CFA Rick Woods, CFA Raleigh-Durham, North Carolina Area Details
Rick Woods, CFA's Hamilton Point Investment Advisors Experience June 2007 - Present
Job COO at Hamilton Point Investment Advisors
Industry Investment Management
Experience
Hamilton Point Investment Advisors   June 2007 - Present
CNN  October 2006 - June 2007
Chatham Capital  July 2004 - October 2006
Soles Brower Smith & Co.   August 1998 - June 2002

Skills
Venture Capital, Private Equity, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Portfolio Management, Investments, Asset Management, Entrepreneurship, Hedge Funds, Due Diligence, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategy

Education
Duke University - The Fuqua School of Business   2002 — 2004
MBA

Duke University   1994 — 1998
AB, Public Policy Studies

David Stephan, CFA David Stephan, CFA Raleigh-Durham, North Carolina Area Details
David Stephan, CFA's Hamilton Point Investment Advisors Experience September 2013 - Present
Job Investment Associate at Hamilton Point Investment Advisors, LLC
Industry Investment Management
Experience
Hamilton Point Investment Advisors   September 2013 - Present
Schneider Downs Wealth Management LP   December 2011 - June 2013
BNY Mellon  June 2010 - November 2011
Fulton Financial Corporation  May 2008 - August 2009
Graham Packaging Company  May 2006 - August 2006

Education
Duquesne University   2005 — 2010
Bachelor of Science, Business Administration; Finance, Accounting and Investment Management