Tim Hamilton

Investment Committee Member at

Atomi Financial Group, Inc.

Finance

Consumer Services

Profile

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.

Tim Hamilton active positions

Companies	Position	Start
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.	Investment Committee Member	01/05/2023

All active positions of Tim Hamilton

Former positions of Tim Hamilton

Companies	Position	End
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	-

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Training of Tim Hamilton

Experiences
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Linked companies

Private companies	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