Co-founder of Hamilton Point and member of the Investment Committee, Rick provides wealth management services with a focus on working with entrepreneurs and private business owners.&nbsp; He has invested in private businesses; advised on mergers, acquisitions and corporate finance; and holds a Certified Private Wealth Advisor® designation with experience providing complex wealth planning strategies for high-net-worth clients.



Rick serves on the Board of Directors for both the Methodist Home for Children Foundation and North Carolina FC Youth. He is also a Past President of the Board of Chapel Hill Country Club and Past Board Chair of the Methodist Home for Children.

Rick Woods, CFA, CPWA®

As Chief Investment Officer, K.C. heads Hamilton Point’s Investment Committee and is responsible for directing investment strategy across client portfolios. By observing current market conditions, monitoring portfolio risk exposures, and evaluating the suitability of existing and potential investment options, K.C. works to optimize the firm’s holdings to achieve attractive long-term results for clients. Over the course of his career, K.C. has built and managed multi-billion dollar funds that focus on fixed income and alternative investment strategies. His views on the markets have been regularly reflected on CNBC, Bloomberg, the Wall Street Journal and the Financial Times.



Outside of the office, K.C. serves as the Chairman of Duke Children’s Hospital National Leadership Council and serves on the Duke Medicine’s Board of Visitors.

K.C. Nelson

As Director of Wealth Management, Nate oversees Hamilton Point&#8217;s financial planning capabilities and works with Hamilton Point&#8217;s high net worth families and foundations to help them accomplish their goals. He is a member of Hamilton Point&#8217;s investment committee. His experience includes serving as a co-portfolio manager for a mutual fund and various separately managed account strategies as well as an investment officer for high net worth individuals.



Nate volunteers locally as the treasurer for the North Carolina Botanical Garden Foundation, is on the finance committees of Habitat for Humanity of Orange County and the Eagles Nest Foundation, and is an Advisory Board member for the Applied Investment Management Program at the UNC Kenan-Flagler Business School. He is an active Rotarian, having served as president, program chair, and assistant district governor for Rotary District 7710.

Nate Byrd, CFA, CFP®

Shannon established Hamilton Point&#8217;s Austin, TX office where she provides comprehensive investment and financial planning advice to clients. She is also a member of the Hamilton Point investment committee. Previously, Shannon was a Managing Director at Cambridge Associates where she advised foundations, endowments and family offices with assets ranging from $40 million to $2 billion. Her experience includes constructing customized portfolios, manager structures and asset allocations, and advising on governance and spending policies.



Shannon currently&nbsp;serves as a board member of the&nbsp;Hillside Early Education Center and enjoys teaching financial literacy.

Shannon T. Wardlaw, CFP®

Medina brings extensive client service and operational experience to the Hamilton Point team. She provides clients with personalized service and assists the daily operations of the firm.



In her spare time, Medina volunteers with Habitat for Humanity.

Medina Beqiri

As Assistant Vice President of Wealth Management and a member of the investment committee, Curtis provides financial planning and investment advice for Hamilton Point’s clients. He brings both advisory and operational experience to the firm and previously held Series 7 and Series 66 licenses.



Curtis, a native of Durham, NC, is an assistant coach for the Durham Firebirds youth football organization and serves as Assistant Treasurer of OCASL Foundation Board.

Curtis Byrd, CFP®, AWMA®, APMA®

With experience in investment operations and trading from her time at a private wealth management firm in Manhattan, Tracy provides financial planning services for Hamilton Point clients and is a member of the investment committee. She previously held Series 7, Series 66 and Series 31 licenses.



Tracy is a member of the 100 Women In Finance chapter of NC, serves on the Associates Board for the Nantucket Conservation Foundation, and is a girls youth lacrosse coach in Chapel Hill.

Tracy Davies, CFP®

Leading the daily client service and operations of Hamilton Point, Martha’s experience includes portfolio accounting, management and regulatory reporting.&nbsp; She previously held Series 7, Series 66 and Series 63 licenses.



Martha is a member of Central Carolina Women in Business and the Triangle and Sandhills chapters of LPGA Amateurs.

Martha Ford

Lauren brings to the firm nearly 20 years of experience in client relations and account management for entrepreneurial companies. At Hamilton Point, she assists with client service and reporting, while also providing support for general operations initiatives.

Lauren Smith

Providing research, analysis and trading expertise, David is a member of the Hamilton Point Investment Committee and a portfolio manager.&nbsp; He also assists the firm in reporting, operations and technology implementations.



David serves as Treasurer of OCASL Foundation Board and is a member of the Oakwood Garden Club.

David Stephan, CFA

Megan brings data analysis and project management experience to Hamilton Point, providing reporting services to the firm as well as leading communications initiatives.



She is a co-Lay Leader at University UMC and Treasurer of the Board of University United Methodist Preschool.

Megan Tarrant

Team-Based Approach

Andrew C. Burns, a founding principal of Hamilton Point, left an indelible mark on all facets of the business.

He insisted on quality at every level, from the strength of the companies in our investment strategies to our meticulous approach to client service. Andy was a model for how business relationships should be developed and nurtured. He treated everyone with great respect, taking care to answer questions and allowing each investor to develop a tangible understanding of their portfolio, whether they were a novice or investment aficionado. He set the tone of our office culture by example every day – caring for our team and our clients as he did his own family. Andy liked to say, “All that matters is what comes next.” His enduring influence is woven into the fabric of Hamilton Point and our team will honor his legacy in our investment approach and service to others for years to come.

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