Shaun Hamilton

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 11 years of experience, working on wealth management, investment consulting, portfolio performance reporting, and financial planning services.

Shaun's areas of focus include:

• Independent 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

He has been a lecturer in finance at the D’Amore McKim School of Business at Northeastern University, was the Chair of the Young Alumni Advisory Board at Northeastern until 2020, and has been an interviewer for Northeastern’s Torch Scholarship program.