Portfolio Management Team

We take your financial plan and make it a customized investment portfolio, filling your asset allocation with selections from the list of high-quality companies provided by our Investment Analysis team.

 

Simon R.B. Hamilton
Director
Financial Advisor

Simon began his career in private practice in 1991 before joining The Wise Investor Group in 2003. He heads the portfolio management department, focusing on portfolio management, asset allocation and fixed income analysis.  A host of The Wise Investor Show and Midweek Update, he speaks at functions for clients and prospects, at national, firm-wide development workshops for Baird financial advisors and at industry-wide conferences.  He is also a member of the Chairman's Club, which honors Baird's top financial advisors.  Simon holds a bachelor's degree from Haverford College and is actively involved with the American Association of Individual Investors.

 

J. Eric Wightman
Managing Director
Financial Advisor & Branch Manager

A member of The Wise Investor Group's Portfolio Management team, Eric focuses on diversified portfolio management, in addition to his responsibilities as Branch Manager of Baird's Reston office.  He has more than 10 years of business management experience and is a frequent lecturer, educator and guest host of The Wise Investor Show and Midweek Update.

 

Nancy Osmond Popovich, CDFA™
Director
Financial Advisor

A Financial Advisor since 1998, Nancy teamed up with The Wise Investor Group in 2004 to help women gain a greater understanding of and control over their own financial lives.  She is a regular guest on The Wise Investor Show and frequent lecturer in the Washington, D.C., area.  She also plays an active role in Baird's mentoring program and has been on the committee of the Baird Network of Women Financial Advisors since 2008.  Nancy holds a bachelor's degree from the University of Maryland as well as a certificate in financial planning from Georgetown University.

 

 

Chase B. Hinderstein
Vice President
PWM Portfolio Specialist

Joining The Wise Investor Group in 2003, Chase provides portfolio analysis services to clients and specializes in fixed income investing.  He is a frequent guest on The Wise Investor Show, discussing the energy sector, fixed income and global markets.  Chase obtained his bachelor's degree in international relations from Clark University and has more than a decade of professional investment experience. 

 

David G. Mount
Vice President
PWM Portfolio Specialist

With nearly 15 years of experience in the investment industry, David specializes in portfolio management and asset allocation.  In addition to his bachelor's degree in economics from the University of Arizona, David holds a certificate in financial planning from Georgetown University.

 

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

The Wise Investor Group is licensed is licensed to offer securities in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV & WY.

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. ©2012 Robert W. Baird & Co. Incorporated.