Simon Hamilton
Director
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 is a frequent lecturer, educator, and host of The Wise Investor Show. Simon holds a BA from Haverford College and is a 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 Vienna, Virginia, with his wife, Allison, and their two daughters.

J. Eric Wightman
Managing Director
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, educator, and frequent guest host of The Wise Investor Show. Eric lives in Loudoun County, Virginia with his family.

Nancy Jarrett Osmond
Director
Financial Advisor

Nancy has over 10 years experience as a Financial Advisor specializing in portfolio management and asset allocation strategies. She holds a BA from the University of Maryland as well as a certificate in Financial Planning from Georgetown University. She is a lecturer, educator, and guest on The Wise Investor Show. In addition to serving on the Advisory Committee for the Baird Women Financial Advisor’s Network, she is an active member of Baird’s Mentoring Program. In her spare time, Nancy competes in triathlons and enjoys raising money for local charities. She lives in Washington, DC with her husband Milan.

Chase Hinderstein
PWM Portfolio Specialist

Chase has over 10 years of professional investment experience, joining 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. Chase lives in Burke, Virginia with his wife, Corey.

David Mount
PWM Portfolio Specialist

David has 10 years of experience in the investment industry. He specializes in portfolio management and asset allocation. In addition to earning a BA in Economics from the University of Arizona, David holds a certificate in Financial Planning from Georgetown University. He lives in McLean, Virginia with his wife, Stephanie.

Back To Top