J. Timothy Young, JD, CFP®
Senior Vice President
Tim is a senior member of our Client Advisory Group, serving on advisory teams for wealth management and selected institutional clients.
He brings over 30 years of wealth management, legal and business management experience to our clients. Tim is a member of the investment advisory committee and helps shape overall practice standards for our wealth management clients. In addition, he serves on the practice standards committees for estate planning, charitable giving, and qualified retirement plans.
He is a member of the Board of Directors of two financial institutions. His background includes:
Vorys, Sater Seymour and Pease/Columbus, OH
Attorney/Partner
- Specialized in planning for individuals, businesses and charitable entities with emphasis on tax and estate planning, retirement and executive compensation plans, charitable giving and business strategy.
- Headed ERISA group with responsibility for design, establishment and compliance for the qualified retirement plans for over 200 clients and many executive compensation plans.
- Trustee of firm’s own qualified retirement plan. Chaired the plan‘s administration committee, member of its investment committee.
- Firm expert on charitable, non-profit corporations including private foundations. Designed and structured giving programs for various charitable clients including a major university.
Education
- J.D. Columbia University
- B.A., Economics,Yale University
Email:
jty@hamiltoncapital.com