Hamilton Capital Management - Registered Investment Advisor

A Nationally Recognized Team

Wealth Advisory Team

Richard A. Ray, MBA, CFP®

Senior Vice President

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Rick is a senior member of our Wealth Advisory Team, serving on advisory teams for wealth management and selected institutional clients. He’s also a member of our investment committee and helps shape our firm’s practice standards for estate planning, charitable giving, and qualified retirement plans.
 
Rick brings decades of experience to each client engagement, having led wealth management teams for two nationally recognized financial institutions, where he was personally responsible for selected larger and often sophisticated clients. That experience includes:

JPMorgan Chase & Company/Louisville, KY
Managing Director – Private Client Services

Led a multidisciplinary wealth management team providing clients with comprehensive financial planning, sophisticated investment management, private banking, trust and estate planning.


National City Corporation/Columbus, OH
Executive Vice President - Private Client Group  

Established and led the wealth management unit that evolved from the consolidation of the bank’s trust and private banking areas into a full complement of client services, including financial planning, investment management, private banking, insurance and trust services.
 
National City Corporation/Columbus, OH
Senior Vice President – Commercial Lending

Responsible for lending relationships with the bank’s high-profile clients.

A Certified Financial Planner, Rick holds a bachelor’s degree from Miami University (Ohio) and a master’s degree in business administration from The Ohio State University. He’s also a member of the Financial Planning Association, a member and former Director of the Columbus Estate Planning Council, and a Board Member and current Scholarship Chair for the Rotary Club of Upper Arlington.

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