At Hamilton Capital, our Core Values embody who we are as individuals and as a team.  And most importantly, they guide and inspire the way we serve our clients, our community, and each other.

These Core Values have been at the heart of Hamilton Capital from day one and each year we celebrate and recognize team members who have gone above and beyond to exemplify them through their work.

We are proud to announce and congratulate our 2020 Core Value Award winners!  Thank you all for your outstanding work and dedication.

SERVE FIRST:  Leslie Mahle, Investment Operations Associate

We always put the interest of the client first, and act with a service mindset, fully aligned and transparent in all that we do.

Leslie’s helpful and positive demeanor shines through in all she does.  Her ability to explore options, work together as a team, and complete what needs to be done in a thorough and reliable manner are only a few reasons why fellow teammates nominated her for the 2020 Serve First Award.

BE INSIGHTFUL:  Lee Caleshu, CFA®, Deputy Chief Investment Officer

We build our global perspective and expertise and use our insightful financial strategies to help our clients see their future more clearly.

Lee’s remarkable insight, communication, and energy inspired his nominations for the 2020 Be Insightful Award.  His investment research strengthens and complements our knowledgeable investment team, and Lee’s ability to educate and inform our entire team helps us to have insightful conversations with our clients.

GUIDE FORWARD:  Erin Blankenship, CFP®, Financial Advisor

We proactively look over the horizon and focus on the future with our clients’ goals in mind.

Erin earned the 2020 Guide Forward Award for her hardworking and tireless efforts in serving clients and helping them on the path to reaching their goals.  She is a knowledgeable advisor who carries an excitement for learning and growing, is always thinking ahead and proactive, and serves our clients with excellence.

COLLABORATE:  Wendy Ruffing, Senior Client Relations Representative

We listen intently, seek to understand the deeper purpose, and then act for our clients with a committed team of professionals.

Wendy is genuinely happy to help a client or a member of our team, and never hesitates to do so.  She is often among the first to volunteer when help is needed and follows through until the job is done, earning her the Collaborate Award for 2020.  No situation is too big or too small; Wendy will go the extra mile to make sure our clients are well taken care of and that our teammates are supported.

MAKE IT HAPPEN:  Patti Ziska, Client Experience Ambassador

We are accountable to our clients and our teammates to find the solution, commit to action, and own the results.

Patti is our 2020 Make It Happen Award winner for embodying this core value every day.  She is often the first voice our clients hear on the phone and the first face they see as they enter our doors.  The team knows we can count on Patti to help our clients and teammates without hesitation and with great care.