Our Team
The Hamilton Capital team is diverse, highly qualified, and committed to the best possible outcome for every client. We’ll always listen, and we’ll always help you make decisions that align with your life and your goals.
One team, every angle.
We’re all living our own stories. Working toward our own goals. Gaining our own experiences and perspectives. Hamilton Capital brings together a diverse group of experiences, skillsets, and expertise to create a team with a wealth of collective knowledge and talent.
When you work with us, you’re backed by one team focused on helping you navigate today’s decisions while preparing for tomorrow’s possibilities. With you, for you, for life.
Lee Caleshu, CFA®
Co-Chief Investment Officer, Principal
Anna Carpenter, CFP®
Financial Advisor
Denise Casari
Client Relations Representative
Tony Caxide, CFA®
Chairman – Senior Investment Council
Ryan Chambers, CFP®
Vice President, Financial Advisor
Kamara Chea
Client Relations Representative
Francis Chu, CFA®
Managing Director, Portfolio Management
Mallory Connelly
Client Relations Manager
Charlie Coons, CFP®
Senior Financial Advisor
Keith Copeland, CPA, CFP®, ChFC®
Vice President, Financial Advisor
Susan Crites
Senior Human Resources Analyst
Alicia Crittenden
Senior Client Relations Representative
What you can expect from us.
A team that really knows you
The decisions we help you make will always be based on your story, your values, and your goals.
The same standard for everyone
You’re always more than a number here. No matter the size of your portfolio, we’ll handle it — and your future — with care.
Monitoring and adjusting with purpose
We will dynamically manage your investments, keep you informed, and make adjustments when they make sense.
Life moments they remember.
"Our advisors helped us find a new tax CPA a few years ago when our former one failed to get our tax returns done on time. And now they follow up regularly with meetings involving us and our tax CPA. We feel well-served!"
"Years ago, we never really thought that we would have another entity help manage our financial well-being. In just two short years, we can already see the immense benefits to our portfolio and to our overall concern about managing our portfolio. We rest easy at night knowing we have a good team at our side to allow us to achieve our financial goals and live the life for which we worked so hard."
"Hamilton Capital far exceeded our expectations [not only] in terms of the details provided but also in terms of giving us the big picture of the ‘HOW’ do we execute [the plan]."
The above testimonials were provided by individuals who are (or were, at the time of providing the testimonial) clients of Hamilton Capital. The clients did not receive compensation for their feedback and permitted the use of their names and comments for advertisement purposes. There are no known conflicts of interests association with the provision of these testimonials. A testimonial reflects the individual’s experience and may not be representative of all client experiences.
A team like no other.
We’re all living our own stories. Let’s join forces.
