Investment Analysis Team

Discovering whether a company is high-quality and a value means digging deep and doggedly monitoring current investments and future opportunities. That's why our team of analysts does diligent research, which is invaluable to Randy's investment selection process.

 

Randy R. Beeman
Managing Director
Financial Advisor

Randy is co-founder of The Wise Investor Group and currently leads the Investment Analysis team.  He has more than 15 years of experience managing financial assets for individuals and corporations, building entrepreneurial business ventures from start-up to eventual sale and providing accounting services for public firms and private corporations.  He is the author of Value Returns: Wise Investing for the Next Decade and Beyond, lecturer and host of both The Wise Investor Show on WMAL 630 AM and 105.9 FM in Washington, D.C., and the Midweek Update podcast heard on iTunes.  Randy received a bachelor's degree in accounting from the University of Maryland and an MBA in finance from Shenandoah University.

 

Chris A. Aime, CFP®
Director
Financial Advisor

Chris has been with The Wise Investor Group for more than a decade, and has more than 15 years of experience trading securities, options, municipal bonds and preferred securities.  He is a CERTIFIED FINANCIAL PLANNER™  practitioner and heads up the group's trading department.  In addition to managing day-to-day operations of equity and income trading, he also handles much of the team's technical needs.  Chris received a bachelor's degree in finance from George Mason University.

 

James D. Schneider
Vice President
Analyst

James joined The Wise Investor Group in 2000, specializing in macro themes, equity securities  and partnering with the portfolio management team to implement asset allocation changes in client portfolios.  He also co-authored Value Returns: Wise Investing for the Next Decade and Beyond with Randy R. Beeman and holds a bachelor's degree in finance from George Mason University.

 

Ryan C. Unthank
Analyst

An Analyst with The Wise Investor Group, Ryan partners with the portfolio management team to implement asset allocation changes in client portfolios, specializing in fixed income.  Ryan holds a bachelor's degree in finance from Virginia Tech University and is a Level 2 CFA candidate.

 

Lamar J. Watson
Analyst

An Analyst for The Wise Investor Group, Lamar assists J. Eric WIghtman in day-to-day operations of porfolio management.  Lamar received a bachelor's degree in business management from George Mason University and is a Level 2 CFA candidate.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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©2012 The Wise Investor Group • One Freedom Square, 10th Floor, 11951 Freedom Drive • Reston, VA 20190 • (866) 758-9473

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