The State of the Market (Q1 2024) with Steve Dean
advisor-hero
location

New York, New York

Tim Hamilton

Managing Director & Senior Wealth Advisor

Tim brings over 15 years of experience in the wealth management industry having worked with several independent Registered Investment Advisory firms before joining Compound Planning. Throughout his career, Tim has specialized in working with ‘builders’. These are individuals focused on growing their business, careers, and wealth - as well as commonly their families, networks, and passions. Specifically, he helps simplify complex financial problems such as exiting a business, building a private practice, or the intricacies associated with extensive equity compensation. Over his career, Tim has enhanced his on the job training by becoming a ...

More

(651) 349-9997

[email protected]

LinkedIn

Experience

logo

Compound Planning

1 year

logo

Atlas Private Wealth Management

8 years

logo

Howe & Rusling

7 years

logo

J.P. Morgan

1 year

Qualifications

Columbia University

Masters of Professional Studies, Wealth Management

University of Rochester

Bachelors, Economics

Certified Financial Planner™

CFP®

Certified Investment Management Analyst®

CIMA®

Specialities

Financial planning

Equity compensation

Investment management

Alternative investments

Estate planning

Tax planning

Liquidity event planning

Compound logo

Your personal family
office

Compound