At the Rutter Hamilton Group, we are a genuine, family-minded team dedicated to helping our clients enjoy their success today, strategically plan for tomorrow, and leave a lasting legacy for their families and the causes in which they believe.
Braydon Hamilton, CFP®, CIMA®
As a Certified Financial Planner professional and Certified Investment Management Analyst, Braydon possesses strengths in the areas of financial planning and equity portfolio analysis. His 20 years of experience, along with his post-graduate work at the Wharton School of Business, enable him to filter through the wide range of investment options to help clients build diversified portfolios that are customized to each investor’s unique financial plan. Braydon, his wife Allison, and daughters Brooklynn and Reagan, make their home in Scripps Ranch, California. A graduate of San Diego State University School of Finance, his passions outside of family and work are being an active member of the Juvenile Diabetes Research Foundation and playing golf.
AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, MO, MT, NC, NM, NV, NY, OH, OR, SD, TX, UT, VA, WA, WI
Theodore "Ted" Rutter
As one of the most experienced members of the team, Ted brings expertise that includes three decades of navigating the taxable and municipal bond markets. A graduate of Amherst College and active member of the Rotary Club, Ted has spent the last 30 years helping clients navigate the complexities of the bond market. Building durable and conservative fixed income portfolios is Ted’s passion. In addition to spending time with his wife, Carol, and his kids, Nolan and Lacy, Ted enjoys playing music and golf.
AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, MA, MI, MN, NM, NV, NY, OH, OR, SD, TX, UT, VA, WA, WI
Stephen M. LaFata
Account Vice President
Prior to joining the team, Stephen was the Chief Operations and Chief Compliance Officer of Alethea Capital Management, LLC. He brings a wealth of experience working with clients to formulate financial plans, creating optimal portfolio strategies, and running all aspects of a financial services business. Stephen received his M.B.A. from the Wharton School at the University of Pennsylvania, graduating with honors. He holds a bachelor of science degree in economics and a bachelor of arts degree in mathematics from Duke University (from which he graduated magna cum laude). Stephen is an active member of the San Diego theatre community and directs shows at his local church.
AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, MA, MI, MN, NM, NV, NY, OH, OR, SD, TX, UT, VA, WA, WI
Tara E. Santora
Tara joined the Rutter Hamilton Wealth Management Group in January of 2013. She began her career in the financial services industry in 1994. Her expertise and focus includes the development of customized asset allocation strategies for the high net worth client, developing and proposing new investment recommendations that are tailored to specific client needs and in depth due diligence of asset management and mutual fund companies. Having grown up on the East Coast, Tara graduated from the University of Rhode Island in 1993, with a bachelor of arts in English. Tara enjoys spending time with her daughters, Ava and Georgia. Tara is Series 7, 6, 63 and 65 licensed
CA, MA, NM, NY, OR, VA, WA, WI
Casey manages all operational aspects of the practice from client on-boarding through implementation and ensures the highest quality service standards for clients’ operational and administrative needs. She joined UBS in 2004 after working as a fund accountant at BISYS Hedge Fund Services. Casey holds an M.S. in investment management from Boston University and a B.A. in economics and classical studies from Rollins College.
CA, CO, MI, NY, OR, WA
Rachel Akiko Johnsen
Client Service Associate
Rachel is the newest member of the Rutter Hamilton Wealth Management Group. She works closely with Casey to execute administrative tasks and maintain quality service for clients. She is new to San Diego and UBS after having graduated in June of 2017 from the University of California, Santa Barbara with degrees in communication and English. While Rachel is originally from Santa Clara, CA, she is a Southern California girl at heart and enjoys baking, hiking and exploring her new city of San Diego in her free time.