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Bio
Anthony Paul
Managing Director | Co-Founder
Anthony Paul is the Managing Director and co-founder of The Hamilton Group and has been working in the financial services industry for over 20 years. He began his career in Silicon Valley, representing Technology Executives. That experience allowed him to gain knowledge in several aspects of executive compensation. Anthony and his team are using their collective experiences to create wealth management strategies for affluent families across North America.
Anthony’s team works together with their clients to help preserve and manage wealth. Their clients have access to seasoned and respected investment professionals, a premier trading and execution platform as well as a full spectrum of investment choices. Their clients include affluent families & individuals, corporate executives, business owners & professional athletes.
Anthony believes success in business can be attributed to the ability to create an intricate network of relationships from all walks of life and industries. He has a tireless commitment to making connections and building relationships in the markets whether it's connecting people, ideas or money.
Anthony received his Bachelor of Arts from the University of Nevada Las Vegas, and his MA from the University of San Francisco. He has made a large impact with community involvement including the Denver Film Society (former Chairman of the Board of Directors), and Colorado Creative Industries (Council Member).
SPECIALTIES:
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Executive Compensation – Rule 144, 10-b-5-1, Deferred Compensation, Restricted Stock, Option Grants
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Alternative Investments
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Wealth Planning – Tax strategies, Liability Management, Wealth transfer
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Retirement Planning
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Securities Based Lending(SBL)*
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Life and Long-term Care Insurance Reviews
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Transition Planning – Layoff, Relocation, Divorce, Marriage
LICENSING:
Series 7, series 63, series 65, Colorado Insurance (life)