Samuel Hamilton

Experience

1. Private Wealth Management

   Baird

   May 2024 — Present · Seattle, WA, US

   Intern with Baird Seattle branch, primarily shadowing the senior financial advisor and managing director. I sat in on various types of client meetings, including detailed financial planning sessions focused on clients’ estate, tax and cash flow needs, as well as conversations about specific trades & quarterly rebalances of client portfolios. I read numerous research reports on the team\'s largest holdings to solidify a good understanding of why each stock is owned, as well as research into potential new additions to the core portfolio. I collaborated with the team\'s CFP to build a foundation in the Baird estate planning software and also to learn how to navigate ThomsonOne. My most impactful project was reallocating the proceeds of roughly $20 million worth of recent bond maturities across roughly 200 portfolios, where I utilized Vanguard Investment Grade Fixed Income Index Funds and individual short-term T-Bills & Notes. Project required creating an excel spreadsheet model with every individual bond or index fund to be purchased by household/account – purchases were then made as apart of a large block trade.

Education

• University of Michigan

  Bachelor of Arts - BA

  2023 — 2027