Shaun Hamilton is a director in the Investment Consulting Services practice, where he provides comprehensive investment consulting and wealth management services to high-net-worth individuals, families and related entities, corporate executives, and family offices. Shaun has over eleven years of experience, all at Andersen, working on wealth management, consulting, portfolio performance reporting, and financial planning services.
Shaun's areas of focus include:
- Investment consulting for high-net-worth clients and family offices
- Goals based financial planning
- Wealth transfer and estate planning
- Charitable giving
- Retirement planning
- Consolidated portfolio performance reporting
Shaun serves as a member of the Andersen Investment Committee and has been a lecturer in finance at the D’Amore McKim School of Business at Northeastern University. He was the Chair of the Young Alumni Association at Northeastern until 2020, and currently serves as a regular interviewer for Northeastern's Torch Scholarship program.
Location
Education
- Northeastern University, BS (Finance)
- Northeastern University, MS (Finance)
Affiliations
- Center for Fiduciary Studies, Accredited Investment Fiduciary
- Certified Financial Planner Institute