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’s financial planning capabilities and works with Hamilton Point’s families and foundations to help them accomplish their goals. He has served high net worth families for his entire career and his investment experience includes serving as a co-portfolio manager for a small capitalization mutual fund and various separately managed account strategies.



Nate volunteers locally on the finance committees for Habitat for Humanity of Orange County, the Animal Protection Society of Durham, and the Eagles Nest Foundation. He is the Vice President for the Marydell Homeowners Association, and is an Advisory Board member for the Applied Investment Management Program at the UNC Kenan-Flagler Business School. He is an active Rotarian and is the fundraising chair for the Southwest Durham Rotary Club, having previously served as club 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®

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

For over a decade Drew has been working with high-net-worth individuals, families, businesses and non-profit organizations to help them reach their financial goals. In his role at Hamilton Point, Drew supports Advisors in their management of client relationships, handling a wide array of duties ranging from client onboarding to financial planning to portfolio analysis and trade execution.



Drew holds the Certified Trust and Fiduciary Advisor designation, and is a member of both the Durham/Orange and Wake County estate planning councils.

Drew Ginsberg, CTFA™

With over two decades of experience in the investment and insurance industries, Marci brings a wealth of expertise to the firm. She leverages her skills in client relations and operational efficiency to drive success for her clients and her teams. Her commitment to delivering exceptional service and her attention to detail make her a trusted partner in navigating the complexities of the financial sector. She holds Series 7 and Series 66 licenses.



Marci serves as the Treasurer of the Chapel Hill-Carrboro City Schools Parent-Teacher Association Council.

Marci Hansen

Jess is a detail-oriented financial professional with over ten years of specialized experience in the financial services and healthcare industries. She brings a unique blend of analytical thinking and client-focused service to her work. Skilled in operational efficiency, portfolio accounting and advisor support, Jess is also dedicated to creating exceptional client experiences.

Jess Hobbs-Mullins, FPQP®

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 is a past Treasurer of OCASL Foundation Board and currently serves as a volunteer coach for NCFC.

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, Treasurer of the Board of University United Methodist Preschool and Secretary of the Morris Grove Elementary School Parent-Teacher Association.

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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