
Rick Woods, CFA, CPWA®
President and CEO
rwoods@hamiltonpoint.com (919) 636-3765 Connect on LinkedInCo-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 chairs the Board of the Methodist Home for Children and serves the Advisory Board 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