Our Story

Nick and Anthony (“AP”) met at Merrill Lynch in 2005 while working under one of the industry’s most respected veterans, David Mullen, Jr., whose client-first philosophy helped shape the foundation of their approach.

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What began as a professional partnership quickly evolved into a lasting friendship spanning over two decades.​

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Nick is Godfather of one of AP's 3 daughters, and AP served as best man in Nicks wedding.  This personal connection has become the cornerstone

of their enduring success.

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In late 2008, Nick and AP made the decision to transition their practice to Smith Barney.  Eventually purchased by Morgan Stanley, this is where Nick and AP worked together for nine years, steadily gaining experience, honing their skills and cultivating a loyal clientele.  It was in 2017 that they made the decision to launch their own independent financial advisory practice - The Hamilton Group. 

 

in 2023 Nick and AP decided to move their practice to the Fidelity platform to join Concurrent Investment Advisors, a Registered Investment Advisor (RIA).  Nick and AP now have one of the leading boutique Multi Family Offices, and wealth management firms in the Rocky Mountain region.

 

 Today, with a combined 45 years of experience, Nick and AP lead one of the premier boutique multi-family offices in the Rocky Mountain region. Their depth of experience, expansive professional network, and thoughtful, tailored approach enable them to serve some of the most sophisticated families and individuals across the country.

 

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