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
Education
- Northeastern University, BS (Finance)
- Northeastern University, MS (Finance)
Affiliations
- Center for Fiduciary Studies, Accredited Investment Fiduciary
- Certified Financial Planner Institute