Columbus-based investment management and financial advisory firm Hamilton Capital Management, Inc. has expanded its professional team with the additions of James Rogers, Kathleen Hedges and Stacie Potter.
Rogers assumes the position of financial advisor, while Hedges has been named a financial planning specialist. Potter will serve as a client relations representative.
Rogers joins the firm with eight years’ experience in the wealth management industry. A Certified Financial Planner® and Chartered Financial Consultant®, he will work with Hamilton Capital’s Wealth Management Team to provide clients with forward-looking financial advisory and investment management services. An Upper Arlington resident, he earned a bachelor’s degree in psychology from Princeton University.
Hedges will counsel Hamilton Capital clients on planning matters and support the firm’s Wealth Management Team. A Northwest Columbus resident, she has over 16 years of financial planning experience.
As a client relations representative, Potter will be responsible for coordinating a variety of client service activities, including account administration, assisting with day-to-day client needs and supporting the firm’s financial advisory team. An Upper Arlington resident with more than 20 years of sales and client service experience, she holds a bachelor’s degree in English from the University of Toledo.