Clint Edgington, CFA
Clint Edgington leads Beacon Hill Investment Advisory’s investment team. Beacon Hill provides advisory and family office services to business owners to simplify their financial lives; including their businesses, their retirement plans, and their public and private investment holdings.
Beacon Hill works with a business owner’s team of tax, M&A, and legal professionals to evaluate and invest, in a tax efficient manner, in private and direct investments; primarily focused on private debt, direct real estate, and small to middle market buyout and equity investments.
Clint has been admitted as an expert and testified before the National Association of Securities Dealers (NASD), New York Stock Exchange (NYSE), and the Financial Industry Regulatory Authority (FINRA) on his analyses of portfolios and securities. He has also acted as trustee and administrator in a corporate role for 401(K)s, Profit Sharing Plans, and defined benefit Pension Plans. As a plan fiduciary, Clint has managed brokers, evaluated the performance of money managers, and managed other vendor relationships for ERISA-based plans.
Clint has been published or quoted in the Chicago Tribune, Columbus Dispatch, Journal of Financial Planning, Plan Sponsor Magazine, CNBC and other publications. In addition, he serves as the Chairman of the Columbus CFA Society Private Wealth Committee.
Clint graduated with a B. S. from Miami University with a major in Economics. He resides in Grandview with his wife, Jenny and sons, Cole, Grant and Connor.
You can email Clint at Clint@BHadvisory.com