Hamilton Capital Expands Wealth Advisory, Client Relations Teams
Hamilton Capital Management, Inc. has expanded its Wealth Advisory and Client Relations teams with the additions of Patrick Finneran, Andrew Lehman, Jacqueline Leuby, Matthew Zimmermann, Jessica Dawe and Amanda Krohn.
Finneran, Lehman, Leuby and Zimmermann join the firm as associate financial advisors, while Dawe comes aboard as an investment operations associate. Krohn will serve as a client relations representative.
As associate financial advisors, Finneran, Lehman, Leuby and Zimmermann will work with Hamilton Capital’s Wealth Advisory Team to provide wealth management, business and institutional clients with forward-looking financial advisory and investment management services.
Finneran has four years’ experience in the financial services industry, most recently as a wealth advisor. He holds a bachelor’s degree in economics from Miami University and resides in Upper Arlington.
A Certified Financial Planner™ certificant, Lehman has six years’ experience in banking and financial services, including stints with JP Morgan Chase and Key Bank. A Powell resident, he holds a bachelor’s degree in business administration from Cedarville University with a focus on finance.
A Grandview Heights resident, Leuby most recently served as a service analyst for a local wealth adviser. She received her bachelor’s degree in finance from John Carroll University.
Zimmermann brings nearly five years’ experience in real estate and financial services to the firm. A Clintonville resident, he earned a bachelor’s degree in business administration with a concentration in finance from the University of Cincinnati.
Dawe will support Hamilton Capital’s Investment and Wealth Advisory teams by overseeing daily trading, monitoring client accounts, and preparing client statements and reports. The Ohio State Universityelor’s degree in business administration and a specialization in finance, she resides in Grandview Heights.
As a client relations representative, Krohn will be responsible for A Worthington area resident, she holds a bachelor’s degree in accounting from the University of Findlay.