Team-Based
Approach

Rick Woods, CFA, CPWA®President and CEORead Bio
K.C. NelsonChief Investment OfficerRead Bio
Nate Byrd, CFA, CFP®DirectorRead Bio
Shannon T. Wardlaw, CFP®DirectorRead Bio
Tracy Davies, CFP®Assistant Vice PresidentRead Bio
Brittany EngelhardtManagerRead Bio
Martha FordVice PresidentRead Bio
Lauren SmithAssociateRead Bio
David Stephan, CFAVice PresidentRead Bio
Megan TarrantAssistant Vice PresidentRead Bio

Tribute to a Founder

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.