Hamilton Point welcomes David Stephan to our team as an Investment Associate. David earned his B.A. in finance, accounting, and investment management from Duquesne University in 2010.
Andrew Burns, Chief Investment Officer, commented, “David has the passion and strong work ethic to be an integral part of the firm. His experience in both operations and investment research should allow him to make an immediate contribution in serving our clients.”
Prior to joining Hamilton Point, David worked as an investment analyst at Schneider Downs Wealth Management Advisors LP, where he gained valuable experience with portfolio analytics, trading, and investment research. Using this experience, David helped incorporate new research techniques, and also helped to author quarterly newsletters and investment insights.
David’s experience also includes time spent at Bank of New York Mellon. There, he worked as an account analyst, and performed trade reconciliations, cash flow analysis, and NAV calculations.
David enjoys running, playing soccer, reading, and taking care of his one year old English bulldog. He is also a Level II CFA candidate for June, 2014.
Hamilton Point is a Chapel Hill-based registered investment advisor managing over $200 million for wealthy families and non-profit organizations.