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YOUR TEAM
Nicholas Hamilton
Managing Director
Co-Founder
Co-Founder
Anthony Paul
Managing Director
Co-Founder
Co-Founder
Carly Yezek
Director of Operations
Jessica Dehn
Director of Marketing
Gary Hamilton
Chief Operations Officer, Director of Family Office Services
Joseph Hewitt
Portfolio Model Specialist, Lead Investment Analyst
Nicholas Hamilton
Managing Director
Co-Founder
Co-Founder
Anthony Paul
Managing Director
Co-Founder
Co-Founder
Carly Yezek
Director of Operations
Jessica Dehn
Director of Marketing
Gary Hamilton
Chief Operations Officer, Director of Family Office Services
Joseph Hewitt
Portfolio Model Specialist, Lead Investment Analyst
Nicholas Hamilton
Managing Director
Co-Founder
Co-Founder
Anthony Paul
Managing Director
Co-Founder
Co-Founder
Carly Yezek
Director of Operations
Jessica Dehn
Director of Marketing
Gary Hamilton
Chief Operations Officer, Director of Family Office Services
Joseph Hewitt
Portfolio Model Specialist, Lead Investment Analyst
Nicholas Hamilton
Managing Director
Co-Founder
Co-Founder
Anthony Paul
Managing Director
Co-Founder
Co-Founder
Carly Yezek
Director of Operations
Jessica Dehn
Director of Marketing
Gary Hamilton
Chief Operations Officer, Director of Family Office Services
Joseph Hewitt
Portfolio Model Specialist, Lead Investment Analyst
Nicholas Hamilton
Managing Director
Co-Founder
Co-Founder
Anthony Paul
Managing Director
Co-Founder
Co-Founder
Carly Yezek
Director of Operations
Jessica Dehn
Director of Marketing
Gary Hamilton
Chief Operations Officer, Director of Family Office Services
Joseph Hewitt
Portfolio Model Specialist, Lead Investment Analyst
SUPPORT TEAM
Dan Roeske
Advanced Planning and Strategy
Daniel Froning
Senior Para-Planner
Marilyn Smith
Compliance Manager
Brooke Sugamele
Senior Registered Relationship Manager
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