Team

Rick Woods, CFA, CPWA®

President and CEO

(919) 636-3765 Connect on LinkedIn

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.  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 the Methodist Home for Children, the Chapel Hill Country Club and as an Advisory Board member for the Applied Investment Management Program at the UNC Kenan-Flagler Business School.


Education
  • Duke University
    Durham, NC

    AB Public Policy Studies
  • Duke University
    Durham, NC

    MBA