Gregory A. Smith

Gregory A. Smith, ChFC®

Senior Vice President, Financial Advisor

  • Focus: Managing client relationships
  • Education: Bachelors of Arts, St. Olaf College
  • Certifications: Chartered Financial Consultant, Chartered Life Underwriter
  • One of my life goals is to... Striving to be core centered and focused on others every day.

Greg is grateful and humbled by the opportunity to work with his clients and team of professionals at Hamilton Capital. As a Senior Vice President and Lead Advisor at Hamilton Capital, Greg’s primary focus is working directly with clients to bring their goals into focus and then into reality. This often requires detailed financial modeling and analysis, but whatever the situation, the formula always begins with listening and is supported by clear communication. Whether thinking creatively or critically, the focus is squarely on achieving the client’s objectives while understanding emotions and managing risk.

During his 32-year career, Greg has had the opportunity to:

    • Develop and maintain long-term client relationships built on trust
    • Coach and mentor other team members
    • Act as a sounding board and the voice of assurance for clients
    • Serve as a project manager for his entrepreneurial clients

My work is my calling and helping my clients realize their dreams brings me great joy. It has been a true privilege to serve my clients as their “family CFO,” working with them to navigate complex financial decisions, think through their business transition plans and ultimately move from fear of the unfamiliar to a point of clarity and purpose.

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