Wendy joined Hamilton Capital in 2018 as a Client Relations Representative and was promoted to the position of Senior Client Relations Representative in July 2020. An expert in client relations, Wendy has worked across of variety of industries, including health care, mortgage, and most recently, the financial services industry.
At Hamilton Capital, Wendy serves as a primary contact person for clients and acts as a liaison between firm members, clients and custodians. She establishes new accounts, facilitates account transfers, processes and tracks account contributions and distributions, prepares professional correspondence to various parties and supports the Wealth Advisory Team with account/portfolio preparation and maintenance.
Wendy is an avid reader, swimmer and sailor. She is originally from the East Coast and has two college-aged sons.
When I was in the seventh grade, I tried out for the cheerleading team. I was new to my middle school in Burlington, Ontario, Canada (having just moved to the country from the States) and thought it would be a good way to meet new friends. I made the team as an alternate. When it came time for the team to vote for a Captain, it turned out they admired my leadership skills, and I was moved to the main team as the new Captain!
The importance of leadership has continued to influence my work today and these skills are incorporated into everything I do at Hamilton Capital.