Shaun Hamilton

Director

Phone617.517.7571

Emailshaun.hamilton@Andersen.com

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 a decade of experience, all at Andersen, working on wealth management, consulting, portfolio performance reporting, and financial planning services.

Shaun's areas of expertise 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

Location   Boston, MA, United States

Education

  • Northeastern University, BS (Finance)
  • Northeastern University, MS (Finance)

Affiliations

  • Center for Fiduciary Studies, Accredited Investment Fiduciary
  • Certified Financial Planner Institute