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.
