Nancy, Simon and Chris play a key role in our ability to provide our clients with the best in investment analysis, financial planning and service.
Reston, Virginia (PRWEB) March 09, 2015
The Wise Investor Group at Robert W. Baird & Co., a team of experienced financial professionals offering financial planning, portfolio management, investment analysis and account services, today announced that Directors, Nancy Osmond Popovich, Simon Hamilton and Christopher Aime have each been promoted to the role of Managing Director.
The title of Managing Director is reserved for the most successful Financial Advisors who consistently demonstrate the highest standards with regards to production, compliance, Baird citizenship, leadership and overall contribution to the firm and community. In addition, Managing Directors must be members of the Chairman’s Club for at least three of the past five years. The Chairman’s Club recognizes financial advisors who rank in the top 5% of production at Robert W. Baird & Co.
Since 1998, Nancy Osmond Popovich has been advising her clients on asset allocation, investment strategies, financial planning and wealth transfer. Nancy is a strong advocate for helping women to gain a deeper understanding of their financial life and is a founding member of the Baird Network of Women Financial Advisors.
With more than 20 years of experience, Simon Hamilton leads the team’s Portfolio Management department and is an instrumental voice in investment policy, asset allocation and client management decision-making. Simon is also a frequent host of the Wise Investor Radio Show that airs weekly on WMAL 105.9 and AM 630, as well as host of the Midweek Update podcast.
Chris Aime, 20-year industry veteran, manages the day-to-day operations of equity and income analysis and trading at the firm, with a focus on investment research. In addition, Chris sits on The Wise Investor Group’s Investment Decision Committee that meets regularly to discuss potential investment opportunities and strategy for the firm.
“Nancy, Simon and Chris are invaluable members of our team,” said Eric Wightman, managing director and founding member of The Wise Investor Group. “Their leadership and expertise play a key role in our ability to provide our clients with the best in investment analysis, financial planning and service. We’re proud to see their hard work recognized in this way and look forward to their continued contributions to The Wise Investor team.”
For further information about each of the recipients, please visit, http://www.thewiseinvestorgroup.com
About The Wise Investor Group
The Wise Investor Group (http://www.thewiseinvestorgroup.com) at Robert W. Baird & Co. is a full-service investment firm located in Reston, Virginia focusing on financial planning, portfolio management, investment analysis, insurance and annuity services as well as overall account services. Formed in the 1990s, the firm follows a disciplined, research-based approach to value-oriented investment. Member SIPC.