Brooks K. Hamner, CFA, ASA will be speaking on a panel at Dimensional’s Deals and Succession Conference on March 5, 2025 in Charlotte, North Carolina. The panel will feature subject matter experts and will focus on succession planning in the RIA industry.
Brooks K. Hamner, Senior Vice President, is a senior member of the firm’s Investment Management Industry team. He provides RIAs, trust companies, and asset managers with valuation services related to succession planning, litigated matters, equity compensation, and internal transfers. Brooks also consults with investment management clients in the process of buying other RIAs or selling their business.
Brooks also publishes research related to the investment management industry and is a regular contributor to Mercer Capital’s blog regarding the investment management community, RIA Valuation Insights.
