Richard A. Ray, CFP®
Senior Vice President
Rick is a senior member of our Client Advisory Group, serving on advisory teams for our wealth management clients and selected institutional clients.
He brings decades of experience to each client engagement having led wealth management teams for two nationally recognized financial institutions where he was personally responsible for their largest and most sophisticated clients. A member of our investment committee, Rick also helps shape our firm’s practice standards for estate planning, charitable giving, and qualified retirement plans.
His background includes:
JPMorgan Chase & Company/Louisville, KY
Managing Director – Private Client Services
- Led multidisciplinary wealth management team providing clients with comprehensive financial planning, sophisticated investment management, private banking, trust, and estate planning.
National City Corporation/Columbus, OH
Executive Vice President - Private Client Group
- Established and led wealth management unit from consolidation of trust and private banking area, evolving into full complement of client services including financial planning, investment management, private banking, insurance and trust services
National City Corporation/Columbus, OH
Senior Vice President – Commercial Lending
- Responsible for lending relationship for bank’s high profile client
Education
- M.B.A., The Ohio State University
- B.S., Miami University
Email:
rar@hamiltoncapital.com