We have added many new client-facing representatives to our team to support our growth and continue to serve clients with excellence. As we welcome new members to the team, we are excited to announce that Anna Carpenter and Mallory Ferguson have advanced to new positions as they continue their fantastic work serving clients daily.
Anna Carpenter began at Hamilton Capital in 2017 as a Client Relations Representative and became a Senior Client Relations Representative in 2020 before transitioning into her new role as a Paraplanner. In this new role, Anna is responsible for client service and account administration, as well as working with HC’s Wealth Advisory Team to help our clients achieve their financial goals. Anna has been a great teammate in demonstrating Hamilton Capital’s Core Values as well as excelling in her role as Senior Client Relations Representative.
Mallory Ferguson started with HC in 2018 as a Client Relations Representative and led many initiatives including managing the RMD process each year, playing a key role in new employee training, updating and creating training resources, and working through a multitude of complex and new client situations. In her new role as Client Relations Team Lead, Mallory is responsible for managing and coaching a team of client relations representatives while overseeing account administration and supporting the Wealth Management team. Whether it’s coordinating with clients, training employees, or planning internal events through the Wellness & Social Committee, Mallory consistently demonstrates positive impact by going above and beyond in all she does.