2019 list recognizes 250 rising advisors who collectively manage nearly a half-trillion dollars
COLUMBUS, OHIO – August 6, 2019 – Hamilton Capital (Hamilton), a Columbus-based registered investment advisor (RIA) with more than $2.5 billion in assets under management (AUM), today announced that Eric Marquardt was named one of Forbes’ 2019 Top Next-Gen Wealth Advisors. The Forbes Top Next-Gen ranking represents the future of the wealth management industry and honors 250 advisors across the country managing over $490 billion in client assets.
“Eric is making his mark on the wealth management industry. His professional skills already rival those of the most accomplished senior professional and he serves as a valued advisor to a growing set of individuals, institutions, and charitable entities,” said Matt Hamilton, Chairman and CEO. “His ability to earn their confidence at a young age evidences a deep inner drive to be a master of his craft and an overarching commitment to the well-being of our clients. It was only a matter of time before he earned national recognition for his professional judgement and care.”
“Serving with a client-first mindset and in a fiduciary capacity, regardless of size or complexity has always been my passion and a shared value amongst everyone at Hamilton Capital,” said Eric Marquardt. “Thank you to Forbes for recognizing our accomplishments. It is truly an honor.”
After graduating from the United States Naval Academy and serving several years as a Naval Officer, Eric received his MBA from Northwestern University before joining Hamilton Capital. He immediately completed the Certified Financial Planner (CFP®) designation and then took the additional step of earning the Chartered Financial Analyst (CFA®), described by the Institute as the investment management industry’s most-respected designation.
About the Forbes 2019 Top Next-Gen Wealth Advisors
Forbes received over 29,000 nominations for the annual ranking, and only considered 6,389 based on a number of factors such as revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Ultimately, the list was narrowed down to 250 through a series of qualitative and quantitative considerations.
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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