David Hamilton

David Hamilton

Founder and CEO @ Hamilton Wealth

About

Hamilton Wealth combines financial consulting with wealth management to help families and businesses build and protect generational wealth. As Founder and CEO of Hamilton Wealth, David Hamilton has leveraged over a decade of experience in the legal and consulting industries to create a firm that delivers industry leading financial advice and wealth management services. David earned his J.D. from Harvard Law School and went on to spend over 8 years advising NBA players. David now consults with and advises business owners, physicians, and other highly compensated individuals. David also founded Hoosier Phenoms, one of the top AAU programs in the country. David is committed to mentoring and developing youth around the Midwest on and off the basketball court. David’s Hoosier Phenoms basketball team has won three straight national championships.

Country

United States

City

Greater Indianapolis

Industry

Financial Services

Skill

Wealth Accumulation , Trust Services , Term Life Insurance , Tax-Efficient Strategies , Succession Planning , Stocks , Risk Management , Retirement Planning , Retirement Income Strategies , Portfolio Management , Mutual Funds , Money Market Funds , Long-Term Care , Life Insurance , Legacy Planning , Investment Services , Investment Portfolio Management , Interpersonal Communication , Fixed Annuities , Financial Security

Experience

Hamilton Wealth

Founder and CEO

Hamilton Wealth

LinkedIn
2025-1 - Present · 1 yr 9 mos

Carmel, Indiana, United States

I founded Hamilton Wealth to create a firm where individuals and businesses can receive industry leading financial advice and wealth management services. Long gone are the days where the traditional wealth management firms are providing what our clients, and you, want or need. Let's reach financial freedom on our terms.

Northwestern Mutual

Financial Advisor | Growth & Development Director

Northwestern Mutual

LinkedIn
2020-1 - Present · 6 yrs 9 mos

Carmel, Indiana

Helping a client develop a comprehensive plan for financial security requires a relationship based on high levels of trust and comfort. My role as a financial advisor is to be a sounding board that listens to my client’s needs, to be someone who cares about what they want to accomplish, and to make their success the center of every effort I undertake. I’ve built my firm on strong client relationships, driven by a passion for helping others realize their dreams. As your financial advisor, we will work together to develop a personalized financial plan that harnesses your strengths, identifies and closes any gaps in your current plan, and ultimately enables you to grow and secure your wealth.

Hoosier Phenoms

Founder

Hoosier Phenoms

LinkedIn
2020-1 - Present · 6 yrs 9 mos

Indianapolis, Indiana, United States

NEXT Sports

NBA Certified Agent

NEXT Sports

2017-4 - 2020-11 · 3 yrs 8 mos

Greater Atlanta Area

• Recruited high-level basketball players to the agency • Used and developed advanced analytics to negotiate contracts with professional basketball teams both in the NBA and internationally • Secured endorsement deals for clients

Rowe & Hamilton

Attorney

Rowe & Hamilton

2012-9 - 2020-6 · 7 yrs 10 mos

Indianapolis, Indiana Area

• Increased organizational efficiency by 25% by implementing new system and processes • Reviewed company’s financial documents and prepared yearly forecasts and budgets

Arete Sports Agency (ASA)

NBA Certified Agent

Arete Sports Agency (ASA)

LinkedIn
2012-9 - 2017-4 · 4 yrs 8 mos

Greater Philadelphia Area

• Developed a recruiting system which resulted in the agency signing high-level clients • Negotiated contracts with professional basketball teams

Chapman and Cutler LLP

Corporate Finance Attorney

Chapman and Cutler LLP

LinkedIn
2011-9 - 2012-9 · 1 yr 1 mo

Chicago, Illinois

• Drafted contracts and agreements for clients involving transactions worth hundreds of millions of dollars • Reviewed balanced sheets, income statements, cash flow statements, statements of retained earnings, and other financial documents for clients

Education

Harvard Law School

Harvard Law School

LinkedIn
2008 - 2011 · 3 yrs
Indiana University Bloomington

Indiana University Bloomington

LinkedIn

Marketing

2005 - 2008 · 3 yrs
Brebeuf Jesuit Preparatory School

Brebeuf Jesuit Preparatory School

LinkedIn
2000 - 2004 · 4 yrs

David Hamilton's Contact Information

Email

******@***.com

Phone

(**) *** ****

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