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Start for FreePeter S. Geldis
Managing Director @Hamilton Capital
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WORK HISTORY
Managing Director @Hamilton Capital
Fortunate to serve a broad range of clients, including families, health care professionals, business owners, executives and entrepreneurs-Member of Hamilton Capital’s Strategic Leadership Team which guides the vision and execution of the firm’s near-term and long-term objectives for the benefit of clients and team members.
EDUCATION
The Ohio State University Fisher College of Business
Masters of Business Administration
Miami University
Bachelor of Science
ABOUT PETER S. GELDIS
I am a Certified Financial Planner® who is passionate about helping people make the right financial decisions throughout their lives. I seek to help clients build, protect and compound wealth by pairing insightful planning solutions with a dynamic investment process. Amassing assets is usually only part of the equation though. I ultimately strive to help my clients experience a degree of financial freedom that allows them to focus on the people and causes that they love the most. I would appreciate the opportunity to learn more about you. Please feel welcome to contact me:• Email: p•••@hamiltoncapital.com• Phone: 61••••••17Please also note that, while I greatly appreciate your endorsement of my services, as an employee of a registered investment adviser, I am not permitted to post endorsements associated with my profile that may be considered a prohibited testimonial under SEC regulations.
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