Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management
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New York, New York

Tim Hamilton

Managing Director & Senior Wealth Advisor

Tim brings over 15 years of experience in the wealth management industry having worked with several independent Registered Investment Advisory firms before joining Compound Planning. Throughout his career, Tim has specialized in working with ‘builders’. These are individuals focused on growing their business, careers, and wealth - as well as commonly their families, networks, and passions. Specifically, he helps simplify complex financial problems such as exiting a business, building a private practice, or the intricacies associated with extensive equity compensation. Over his career, Tim has enhanced his on the job training by becoming a ...

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(651) 349-9997

[email protected]

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Experience

Compound Planning

1 year

Atlas Private Wealth Management

8 years

Howe & Rusling

7 years

J.P. Morgan

1 year

Qualifications

Columbia University

Masters of Professional Studies, Wealth Management

University of Rochester

Bachelors, Economics

Certified Financial Planner™

CFP®

Certified Investment Management Analyst®

CIMA®

Specialities

Financial planning

Equity compensation

Investment management

Alternative investments

Estate planning

Tax planning

Liquidity event planning

newsroom 1 MIN

Tim Hamilton joins as Managing Director

FOR IMMEDIATE RELEASE SAN FRANCISCO and NEW YORK – 05.30.2023 Compound Planning (formerly known as Alternativ Wealth) – a next-generation wealth management company with over $500 million in assets under management – has announced the addition of Tim Hamilton, CFP®, CIMA® as Managing Director , Senior Wealth Advisor, and a member of the Investment Committee. Compound Planning purpose built its team, expertise, and resources to serve successful founders, executives, business owners, and professionals who have busy schedules and complex financial lives. “Our unique combination of technology and talent across wealth and investment management, is what enables us to hire world-class wealth management professionals like Tim” said Compound Planning CEO Christian Haigh . “We’re tremendously excited to have Tim join Alternativ Wealth as Managing director and look forward to the massive impact he’ll make on our growing firm.” Tim Hamilton brings more than fifteen years of wealth management experience to Compound Planning, including operations, trading, financial planning, investment management and client management roles. “Over my fifteen years in the industry, I have gained a deep understanding of what clients are seeking in a wealth advisory relationship and how to best empower my clients for future success” said Tim Hamilton. “I decided to join [Compound Planning] because of the amazing team and their client-centric approach to wealth management.”

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