Stephanie Homorody

Investment Analyst at Hamilton Capital Management

Role: Director of Investment Management at Hamilton Capital
Location: Columbus, OH, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Stephanie Homorody

I am an Investment Analyst and have passed CFA level 2. I have extensive…

Experience

Director of Investment Management
Hamilton Capital
Jan 2023 — Present · Columbus, OH, US

Education

The Ohio State University
BS
1991 — 1996

Skills

Alternative Investments
Presentation Skills
Fixed Income
Managerial
Fund Accounting
Analysis
Lean Facilitation
Procedure Development
Asset Management
Hedge Funds
Finance
Quality Control
Mutual Funds
Risk Management
Employee Relations
Lean Champion
Equities
Securities
Operational Due Diligence
Institutional Investments
Derivatives
Middle Office
Financial Analysis
Client Relations Skills
Investments
Research
Business Ideas
Performance Management
Financial Services
Financial Statements
Increase Productivity
Auditing
Building Relationships
Client Presentation
Portfolio Management

Contact information

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Work email
•••••@hamiltoncapital.com
Personal email
•••••@•••••.com
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Current company

Hamilton Capital

Investment Management · 102 employees · Founded 1997 · Columbus, Ohio, United States

At Hamilton Capital, the bottom line is results matter. We seek to build, protect and compound wealth with your vision of the future in mind. Wealth in itself is usually not the destination. It’s simply the vehicle for something more meaningful. Our process to get you there requires careful planning and more importantly, high quality investment returns. Your best interests are at the core of what we do, and we take the time to understand you, your vision and the why behind it. As a Registered Investment Advisor, we are a fee-only, independent wealth and investment management firm. We are committed to operating under the fiduciary standard while maximizing transparency and maintaining compensation structures that are aligned with your success. We manage more than $2 billion in assets for individual and institutional clients nationwide, including rising young executives and professionals to wealthy families and foundations and retirement plans. Our team is nationally recognized, highly credentialed, and hand-selected for their knowledge and diverse experiences in finance, business, tax and investment management. They are also equipped to handle even the most complex family wealth structures. We believe your financial future requires constant reflection, evaluation and evolution. We utilize our distinctive and highly-sophisticated dynamic investment process to take full advantage of your portfolio’s compounding potential; striving to build high quality returns, protect capital in down markets and allow future returns to build on past results. From dynamic investment management and focused estate planning, to philanthropic initiatives that build wealth while advancing causes that are meaningful to you—our team knows your needs cannot be categorized into a one-size-fits-all model. Our goal is to help our clients achieve peace of mind about their finances and future. Visit our Important Disclosures for more information: https://bit.ly/2JPZFzX

hamiltoncapital.com

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About Stephanie Homorody

Experience

Director of Investment Management

Education

The Ohio State University

Skills

Find verified contacts for anyone on LinkedIn