Team

Rick Woods, CFA, CPWA®

President

(919) 636-3765 Connect on LinkedIn

Co-founder of Hamilton Point and member of the Investment Committee, Mr. Woods 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.

Mr. Woods serves on the Board of the Methodist Home for Children and the Advisory Board for the Applied Investment Management Program at the UNC Kenan-Flagler Business School.


Education
  • Duke University
    AB Public Policy Studies
  • Duke University
    MBA