Rick Kahle, June Meeker and Mike DeCarlo join growing RIA to bolster operations team and better serve clients
COLUMBUS, OHIO – May 14, 2019 – Hamilton Capital (Hamilton), a Columbus-based registered investment advisor (RIA) with more than $2.5 billion in assets under management (AUM), today announced three recent appointments to the firm aimed at strengthening the operations team and better serving its clients. Rick Kahle, June Meeker and Mike DeCarlo were appointed to Vice President and Chief Operating Officer (COO), Director of Human Resources, and Director of Finance and Administration, respectively.
“These appointments underscore Hamilton’s commitment to providing the best service to our existing clients and also build the foundation and infrastructure to support Hamilton’s future growth plans,” said Matt Hamilton, Chairman and CEO. “Rick, June and Mike each bring unique expertise to the table, ensuring that each client receives high-quality financial planning and investment management, and we are excited to welcome them to the team.”
- Kahle has 30 years of experience in accounting, finance and operational management. As COO, he’s focused on delivering operational excellence and profitable growth to better serve Hamilton’s clients. Kahle is experienced in guiding companies through growth and is passionate about building, developing and mentoring collaborative teams. He’s a member of Hamilton Capital’s Strategic Leadership Team, helping guide the vision and execution of the firm’s near- and long-term objectives for the benefit of both clients and team members. Kahle started his career as a Certified Public Accountant (CPA) (inactive) and has held senior level finance and operational positions at multi-billion dollar, publicly-traded companies, including Bank One / J.P. Morgan and Borden, as well as smaller family-owned businesses.
- Meeker has nearly 20 years of experience in human resources and is passionate about building positive corporate culture. As Director of HR, she’s responsible for developing, leading and supporting firm initiatives that continue to build a high-performing culture, based on a client-focused and service mindset. Prior to joining Hamilton, Meeker was a senior human resources manager at Signature Worldwide, a provider of sales and customer service training. Her background also includes holding various roles in human resources with larger companies such as LBrands and Levi Strauss and Co. She’s a graduate of The Ohio State University and completed her human resources senior certification (SHRM-SCP) in 2016.
- DeCarlo has almost 20 years of experience in finance, technology, and relationship management, working at mid-to-large-size publicly traded and non-profit companies, as well as state government. As Director of Finance and Administration, DeCarlo is focused on building and developing cohesive and efficient teams that deliver exceptional service to internal and external customers. Prior to joining Hamilton, he was a manager of financial planning and analysis at Cardinal Health and previously held several positions at Battelle.
About Hamilton Capital
Hamilton Capital (Hamilton) is a nationally-recognized, fee-only registered investment advisor (RIA) that serves clients only in a fiduciary capacity. Hamilton prides itself on its deep and experienced team that delivers financial advice and institutional-level investment management across the client spectrum. With more than 70 employees, including 28 Certified Financial Planner (CFP®) professionals and four Chartered Financial Analyst (CFA®) professionals, Hamilton manages more than $2.5 billion in assets under management (AUM).
Hamilton’s AUM has grown by nearly 18 percent annually since the firm’s founding in 1997 and it aspires to increase its AUM to $10 billion by 2027—aligning with its 30-year anniversary. The firm’s expertise and client-first mindset has resulted in many national recognitions including being a member of the Financial Times 300, a list of the “industry’s elite advisors.” In addition, several of Hamilton’s advisors have earned national recognition as top 100 advisors.
For more information, including important disclosures regarding recognitions or rankings, please visit www.hamiltoncapital.com.
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