HamptonRock Partners Launches Wealth Management Advisory Practice
2024年8月1日 - 3:22AM
ビジネスワイヤ(英語)
David Dodson joins HamptonRock to lead the growth and
development of the firm’s service expansion and Austin
office
HamptonRock Partners, LLC (“HamptonRock”), a leading boutique
investment bank and transaction advisory firm, is pleased to
announce the launch of HamptonRock Wealth Management, LLC, (“HRWM”)
an SEC-registered investment advisor, and the opening of an office
in Austin, TX.
This expansion introduces specialized wealth and investment
management services tailored to the unique needs and complexities
of entrepreneurs, families and business owners. HRWM will provide
customized financial solutions, including personalized investment
strategies, financial planning, transaction planning, and advanced
risk management, helping clients preserve and grow their wealth
across generations.
"The launch of HRWM is a significant step forward in our firm’s
evolution to service clients across the financial spectrum” said
Stuart Brown, Founder and Managing Director. "David brings
considerable strength and decades of experience to our leadership
team. His analytical skills, and client-focused approach align
perfectly with our firm’s culture and operating principles. We’re
confident that David will be instrumental in delivering exceptional
wealth management solutions to new and existing clients as we
continue to expand and grow this service offering."
Mr. Dodson added, "I am excited to join HamptonRock and look
forward to contributing to the firm’s continued success.
HamptonRock’s culture, client-centric approach and commitment to
excellence are truly inspiring, and I am eager to work with the
talented team here to achieve outstanding results for our
clients."
Mr. Dodson brings over 25 years of investment experience. Most
recently, Mr. Dodson served at Oppenheimer & Co. as Executive
Director-Investments and “OMEGA Group” Portfolio Manager, providing
financial advisory and portfolio management services to individuals
and families. His background includes close collaboration with
founders and key executives of publicly traded companies, offering
financial counsel and investment management expertise.
Mr. Dodson's educational background includes a Bachelor of
Science in Business Administration with an emphasis in Economics
from the University of Kansas and a Master of Science Degree in
Finance and Investment Management from the Daniels College of
Business at the University of Denver. Mr. Dodson holds the
Chartered Financial Analyst (CFA) and Certified Financial Planner™
(CFP®) designations.
About HamptonRock
Founded in 2019, with offices in Dallas, Houston and Austin,
HamptonRock is an elite, boutique investment bank, comprised of
seasoned professionals, focused on providing merger and acquisition
advisory, private placement of securities, financial advisory and
wealth management services to leading financial sponsors, founder,
family, and management-owned companies. The firm was purpose-built
to provide expanded service offerings to select clients. For more
information, please visit www.hamptonrock.com.
Investment Banking Services and Securities offered through
HamptonRock Partners, LLC, a broker-dealer, Member FINRA/SIPC.
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version on businesswire.com: https://www.businesswire.com/news/home/20240731856136/en/
Hampton Rock Wealth Management LLC 901 S Mopac Expressway
Building 1, Suite 334 Austin, TX 78746 Phone: 512-256-9272 Email:
ddodson@hamptonrockwealth.com