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About
Lee Caleshu, CFA, is Deputy Chief Investment Officer at Hamilton Capital in Columbus, Ohio. In this role, he co-leads the investment team, manages a proprietary, institutional-grade research process, and oversees the construction and management of multi-asset portfolios, with specific responsibility for risk management and alternative investment strategies.
Caleshu’s expertise centers on alternative asset classes including market-neutral equities, hedge fund of funds, commercial and residential real estate, commodity futures, and precious metals. Before joining Hamilton Capital in 2019, he was Chief Investment Officer at WEALTHSTONE ADVISORS and Halite Partners, and has served as both a Director of Investments and Director of Research and Risk Management at large investment firms, overseeing multi-billion-dollar mandates across public and private markets.
A graduate of Tulane University with a BSM in Finance, Caleshu holds the Chartered Financial Analyst (CFA) designation. He is recognized for his leadership in alternative investments and innovative portfolio management approaches for institutional and high-net-worth clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hamilton Capital | Deputy Chief Investment Officer | Aug 2019 to Present | — |
| WEALTHSTONE ADVISORS | Chief Investment Officer | Aug 2018 to Jul 2019 | — |
| Halite Partners | Chief Investment Officer | Jun 2017 to Aug 2018 | — |
| Graystone Consulting | Director of Investments | May 2016 to Jun 2017 | — |
| WisdomTree Asset Management | Asset Allocation Strategist | Jan 2016 to Apr 2016 | — |
| The Roosevelt Investment Group, Inc. | Research Analyst | Apr 2013 to Jan 2016 | — |
| SCS Financial | Managing Director and Head of Research and Risk Management | Apr 2007 to Mar 2013 | — |
| Invesco US | Quantitative Equity Research Analyst | Nov 2000 to Mar 2007 | — |
| PanAgora Asset Management | Research Associate | Aug 1999 to Oct 2000 | — |
Education
Tulane University
BSM, Finance
1995 — 1999
Lynnfield High School
1991 — 1995
Others at Hamilton Capital, LLC (4)
| Name | Role | Location |
|---|---|---|
A Antonio Caxide | Chief Investment Officer | OH , United States |
 | Investment Analyst | Columbus, OH , United States |
 | Deputy Chief Investment Officer | Columbus, OH , United States |
 | Investment Analyst | CA , United States |
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 | Private Capital Investment Associate | Gryphon Financial Partners LLC | Columbus, OH , United States |
| Associate | Windsor Advisory Group, LLC | Columbus, OH , United States | |
 | Partner | Windsor Advisory Group, LLC | Columbus, OH , United States |
 | Data Manager and Trader | Summit Financial Strategies, Inc. | Westerville, OH , United States |
Z Zoe Donohue | Database Manager and Trader | Summit Financial Strategies, Inc. | Columbus, OH , United States |