Meet Your Team | The Hamilton Group

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The Hamilton Group

YOUR TEAM

Nick Hamilton

Managing Director
Co-Founder

Anthony Paul

Managing Director
Co-Founder

Brian Stein

Partner
Senior Wealth Director

Carly Yezek

Director of Operations

Director of Marketing

Jessica Dehn

Director of Marketing

Joe Hewitt

Model Portfolio Specialist Investment Analyst

Gary Hamilton

Director of Family Office Services

Casandra Hood

Client Service Associate

Nick Hamilton

Managing Director
Co-Founder

Anthony Paul

Managing Director
Co-Founder

Brian Stein

Partner
Senior Wealth Director

Carly Yezek

Director of Operations

Director of Marketing

Jessica Dehn

Director of Marketing

Joe Hewitt

Model Portfolio Specialist Investment Analyst

Gary Hamilton

Director of Family Office Services

Casandra Hood

Client Service Associate

Nick Hamilton

Managing Director
Co-Founder

Anthony Paul

Managing Director
Co-Founder

Brian Stein

Partner
Senior Wealth Director

Carly Yezek

Director of Operations

Director of Marketing

Jessica Dehn

Director of Marketing

Joe Hewitt

Model Portfolio Specialist Investment Analyst

Gary Hamilton

Director of Family Office Services

Casandra Hood

Client Service Associate

Nick Hamilton

Managing Director
Co-Founder

Anthony Paul

Managing Director
Co-Founder

Brian Stein

Partner
Senior Wealth Director

Carly Yezek

Director of Operations

Director of Marketing

Jessica Dehn

Director of Marketing

Joe Hewitt

Model Portfolio Specialist Investment Analyst

Gary Hamilton

Director of Family Office Services

Casandra Hood

Client Service Associate

SUPPORT TEAM

Dan Roeske

Advanced Planning and Strategy

Daniel Froning

Senior Para-Planner

Marilyn Smith

Concurrent Operations Team

Brooke Sugamele

Senior Registered Relationship Manager

5251 DTC Parkway | Suite 700

Greenwood Village, CO | 80111

720-463-3191

Concurrent Investment Advisors

The information provided is for informational purposes only. Please consult your attorney, accountant, or tax advisor regarding your individual circumstances. Certain strategies, including private equity and private credit, private real estate, Qualified Opportunity Zones, hedge fund strategies, managed futures, market neutral and global macro strategies, commodities, art and collectibles, and curated fund vehicles, involve additional risks, including illiquidity, leverage, valuation uncertainty, and increased complexity, and may not be suitable for all investors. All investments involve risk, and it should not be assumed that any investment or investment strategy will be profitable or achieve its intended objective.

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