logo

Experienced Analysts

Home - Team

“
Jason Hamilton
”

- Founder and Chief Investment Officer of Star Navigation Capital

team
Jason Hamilton is the founder and Chief Investment Officer of Star Navigation Capital. Over the past two decades, he has held key roles in the financial sector. He served as the Executive Vice President and Chief Investment Officer of Global Stock Beta Solutions at Morgan Stanley, where he led the company's global investment strategy and execution teams. During this period, he successfully guided the team, making significant contributions to the company's substantial returns on a global scale. Leading a team of over 100 portfolio managers and analysts, he oversaw the management of more than 1,400 portfolios covering all stock indices and Smart Beta strategies, with total assets exceeding $500 billion. As one of the core leaders of the company, he played a crucial role in investment strategy and analysis, earning the trust and recognition of clients worldwide.
team

Sarah Harper

Sarah is a senior financial planner. She serves as a tax assistant in the private client services department with two years of experience. She holds a Master's degree in Accounting and an MBA with a specialization in Data Analysis.

team

Lisa Clark

Lisa Clark is a client analyst. She has experience working as a senior assistant and trainer at the National Tax Group, and holds a Master's degree in Psychology from Siena College.

team

Mark Anderson

Mark Anderson is a financial planner with a Bachelor's degree in Business Administration and Financial Market Regulation. He specializes in the research of finance and information technology systems.

team

Jack Rogers

.Jack Rogers is an investment analyst. He holds a Master of Science degree in Financial Studies from Siena College and is currently a member of the CFA Institute.

team

Daniel Walsh

Daniel Walsh is a senior financial planner. Previously, he served as a senior financial planner at UBS Wealth Management. He holds a Master of Science degree in Accounting from Siena College.

team

Joanna Davis

Joanna Davis serves as the Chief Financial Officer. Previously, she held the position of Vice President of Finance at the Goldman Sachs subsidiary Ayco. She holds a Master's degree in Accounting from the State University of New York at Geneseo.

team

Brandon Hopkins

Vice President Brandon Hopkins is a member of the Investment Advisory Committee. He holds a Master's degree in Economics and Philosophy as well as a Juris Doctor degree from Law School of Boston College.

team

Anna Walsh

Anna Walsh serves as the Liquidity Manager in the Capital Markets Department. She is currently responsible for fixed income trading and managing fixed income investment portfolios. Anna Walsh holds a Master's degree in Economics and an MBA in Finance. She is also a board member and treasurer for the ARC Foundation of Warren County, Washington County, and Albany County.