Best Investors Account Sign in
Inactive

Alison J Hamilton

Carnegie Investment Counsel

Stamford, CT

Pepper Pike, OH

Claim This Profile
Current Employers
Carnegie Investment Counsel

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-10
  • CT RA
    APPROVED
    Since 2025-02-10

Branch Locations

4 High Ridge Park, 3Rd Floor, Stamford, CT 06905 • United States

30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bessemer Trust Greenwich CT 01/2000 01/2017
Eagle Ridge Investment Management, Llc Stamford CT 08/2018 02/2025
Carnegie Investment Counsel Stamford CT 02/2025 Present
Altium Wealth Management Purchase NY 04/2017 11/2017
Unemployed New Canaan CT 12/2017 07/2018
  • 01/2000 → 01/2017
    Bessemer Trust
    Greenwich, CT
  • 08/2018 → 02/2025
    Eagle Ridge Investment Management, Llc
    Stamford, CT
  • 02/2025 → Present
    Carnegie Investment Counsel
    Stamford, CT
  • 04/2017 → 11/2017
    Altium Wealth Management
    Purchase, NY
  • 12/2017 → 07/2018
    Unemployed
    New Canaan, CT
Previous Registrations
  • 2018-10-10 → 2025-02-04
    Eagle Ridge Investment Management Llc
    Stamford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-10
S63 Uniform Securities Agent State Law Examination 2014-03-28
  • S65 Uniform Investment Adviser Law Examination
    2018-10-10
  • S63 Uniform Securities Agent State Law Examination
    2014-03-28
Designations

View on SEC IAPD

Other Firms

COUNTERPOINTE INVESTMENT MANAGEMENT LLC
K2/D&S MANAGEMENT CO., L.L.C.
LONGRANGE CAPITAL, L.P.
DWM ASSET MANAGEMENT, LLC
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CONCENTRIC CAPITAL STRATEGIES L.P.
INTEGRA GLOBAL ADVISORS LLC
MEASURE 8 VENTURE PARTNERS

Other Investors

CLAUDINE ANTOINETTE SPENCE
RONALD JOHN SCHULER
PAUL JON ACKERLEY
PATRICK J MCSTAY
LENNY CASTAGNA
SCOTT MICHAEL BARTONE
Anthony Vollmer
Kristen Sue Clark

Other Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT
DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
MEASURE 8 VENTURE PARTNERS · STAMFORD, CT

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor