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Portfolio Management Team

 

Simon Hamilton  

Simon Hamilton
Vice President
Financial Advisor

Simon has been a financial advisor since 1991. He started his career in private practice before joining the Wise Investor Group in 2003. His areas of expertise include portfolio management, asset allocation and fixed-income analysis. Simon has a BA from Haverford College and is member of the Haverford College Alumni Association. He is also actively involved with the American Association of Independent Investors. Simon spends his free time with his family and enjoys fishing and going to Baltimore Ravens games. He lives in Kensington, Maryland, with his wife, Allison, and their two daughters, Madeleine and Josephine.

Eric Wightman  

J. Eric Wightman
Senior Vice President
Financial Advisor & Branch Manager

Eric has more than 10 years of experience in business management. His contributions to the Wise Investor Group are multiple as he is a member of the Portfolio Management team, focusing on diversified portfolio management, in addition to his role as Branch Manager of Baird's Reston office. Eric is also a frequent lecturer and is a guest host of The Wise Investor Radio Show. Eric lives in Ashburn, Virginia with his wife, Marsha, and daughter, Melinna.

Nancy Jarrett Osmond  

Nancy Jarrett Osmond
Vice President
Financial Advisor

Nancy has nearly ten years experience as a Financial Advisor specializing in portfolio management and asset allocation. She holds a BA from the University of Maryland. She is a lecturer and a frequent guest on The Wise Investor Radio Show. Nancy also competes in triathlons and enjoys raising money for local cancer-related charities. She lives in Washington, DC.

Chase Hinderstein  

Chase Hinderstein
Registered Client Relationship Specialist

Chase has ten years of professional investment experience. Chase joined the Wise Investor Group in 2003. He provides portfolio analysis services to clients and also specializes in fixed-income investing. Chase obtained a BA in International Relations from Clark University in 1996. Chase lives in Burke, Virginia with his wife, Corey.

Chase Hinderstein  

David Mount
Registered Client Relationship Specialist

David has almost ten years of experience in the investment industry with different financial services firms. He specializes in portfolio management and asset allocation for our clients. In addition to earning a Bachelor's Degree in Economics from the University of Arizona, David also holds a certificate in Financial Planning from Georgetown University. He lives in Arlington, Virginia.

 

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The Wise Investor Group is licensed to offer securities throughout the United States and Washington D.C. with the exceptions of Alaska, Kansas, Mississippi, Montana and North Dakota.

Baird financial advisors may only conduct business with residents of the states in which they are properly registered or licensed. This site is for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Please note that not all of the investments and services mentioned are available in every state. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC. ©2008 Robert W. Baird & Co. Incorporated.


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