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

Tim Hamilton joins as Managing Director

1 MIN READ30 MAY 2023
Company

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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