Advisors at this firm
Brianne C
CFP®, Series 65
Columbus, OH
Hamilton Capital
Brianne Cronenwett is a CFP® and holds a Series 65 license, with seven years of experience in the financial industry. She has worked with Hamilton Capital since 2018, including its predecessor entity, and is based in Columbus, Ohio. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios across multiple asset classes and investment vehicles.
Matthew B
Series 65
Columbus, OH
Hamilton Capital
Matthew Backiewicz is a financial advisor at Hamilton Capital with two years of industry experience. He holds a Series 65 credential and previously worked at Ephatha Group and Dawson. Outside of his advisory role, he is the founder and CEO of Ephatha Group, a sales consulting business. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio solutions, including private funds and ESG options upon client request.
Brendan P
Series 65
Columbus, OH
Hamilton Capital
Brendan Pittman is a financial advisor at Hamilton Capital in Columbus, OH, holding a Series 65 designation with one year of experience. His prior roles include positions at FastTrac Marketing Group, The University of Akron, and Ameriprise Financial. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment approach and manages a range of investment vehicles, including mutual funds, ETFs, and private funds.
Peter G
CFP®, Series 65
Columbus, OH
Hamilton Capital
Peter Geldis is a CFP® professional with 19 years of experience, currently serving as an advisor at Hamilton Capital. He has been with Hamilton Capital Management Inc since 2015. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations and endowments. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages both pooled investment vehicles and private investment funds.
Robert H
CFP®, Series 65
Columbus, OH
Hamilton Capital
Robert Hamilton is a CFP® with seven years of industry experience, currently serving as an advisor at Hamilton Capital. He has worked within the firm since 2018, including at its predecessor entity, Hamilton Capital Management, Inc. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios that include mutual funds, ETFs, separately managed accounts, alternative investments, and private funds when requested.
Logan M
CFP®, Series 65
Columbus, OH
Hamilton Capital
Logan Miller is a CFP® and holds a Series 65 license. He is based in Columbus, OH and has two years of experience in the financial industry. Prior to joining Hamilton Capital, he worked at Fidelity National Information Services for four years. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and endowments. The firm uses a top-down, macroeconomic-driven investment process to build diversified portfolios across various asset classes and incorporates private funds and ESG considerations when requested.
John C
CFP®, Series 66
Columbus, OH
Hamilton Capital
John Chambers is a CFP® with 14 years of experience in financial advising. He has worked at Hamilton Capital and its affiliated entities since 2015. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm uses a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages both pooled investment vehicles and private investment funds.
Joseph M
CFP®, Series 65
Columbus, OH
Hamilton Capital
Joseph Miller is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Hamilton Capital in Columbus, OH, having worked there since 2022. Prior to joining Hamilton Capital, he was employed at SS&C Technologies and Brigade Capital. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and manages diverse portfolios through mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options upon client request.
Travis H
CFP®, Series 65
Columbus, OH
Hamilton Capital
Travis Henderson is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Hamilton Capital since 2014, working first at Hamilton Capital Management Inc and continuing with Hamilton Capital Management, LLC. Hamilton Capital manages wealth and investments for individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm employs a top-down, macroeconomic-driven investment process and offers diversified portfolio construction using mutual funds, ETFs, separately managed accounts, and alternative investments, including private funds and ESG options when requested.
Matthew K
CFP®, Series 65
Columbus, OH
Hamilton Capital
Matthew Kirby is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Hamilton Capital since 2015, currently serving as an advisor at the firm based in Columbus, OH. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios, utilizing a range of investment vehicles including mutual funds, ETFs, separately managed accounts, and alternative investments.
Eric T
Series 65
Columbus, OH
Hamilton Capital
Eric Thiemann is a financial advisor with Hamilton Capital holding a Series 65 designation and three years of industry experience. His prior work includes positions at Citi Group and Ohio University. Hamilton Capital provides wealth and investment management to both individuals, including high-net-worth clients, and institutional accounts. The firm uses a top-down, macroeconomic-driven investment approach and manages diversified portfolios through various vehicles such as mutual funds, ETFs, separately managed accounts, and private investment funds.
Jeffrey L
CFP®, Series 63
Columbus, OH
Hamilton Capital
Jeffrey Loehnis is a CERTIFIED FINANCIAL PLANNER™ practitioner at Hamilton Capital with 25 years of industry experience. He has been with Hamilton Capital Management, Inc. since 2001. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to create diversified portfolios across various asset classes and offers management of pooled investment vehicles alongside co-advisory arrangements with other advisers.
Conolly B
CFP®, Series 63, Series 65
Columbus, OH
Hamilton Capital
Conolly Boughner is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Hamilton Capital in Columbus, OH, and previously worked at KeyBanc Capital Markets and several other financial firms. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, as well as institutional accounts. The firm employs a top-down, macroeconomic-driven investment process to create diversified portfolios and manages pooled investment vehicles alongside customized client solutions.
Griffin D
CFP®
Columbus, OH
Hamilton Capital
Griffin Davies is a CFP® at Hamilton Capital with one year of industry experience. Prior to joining Hamilton Capital in 2025, he worked at MAI Capital from 2023 to 2025 following eight years as a student. Hamilton Capital provides wealth and investment management services to individuals, including high-net-worth clients, and institutional accounts such as foundations, endowments, and retirement plans. The firm employs a top-down, macroeconomic-driven investment process to construct diversified portfolios across various asset classes, including mutual funds, ETFs, separately managed accounts, and alternative investments.
Michael D
Series 65
Columbus, OH
Hamilton Capital
Michael De Carlo is a financial advisor at Hamilton Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Cardinal Health and Battelle Memorial Institute. Hamilton Capital provides wealth and investment management to individuals, including high-net-worth clients, as well as institutional accounts such as foundations and retirement plans. The firm uses a top-down, macroeconomic-driven investment process to construct diversified portfolios and manages pooled investment vehicles alongside customizable portfolio management services.