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Home Virginia 500 Finance/Insurance: SIMON HAMILTON

Finance/Insurance: SIMON HAMILTON

PARTNER, MANAGING DIRECTOR AND PORTFOLIO MANAGER, THE WISE INVESTMENT GROUP AT BAIRD, RESTON

Published August 29, 2022 by Virginia Business

Hamilton

A financial adviser for nearly three decades, Hamilton joined the Wise Investor Group at Baird in 2007 and serves as one of the firm’s three partners. Hamilton leads the portfolio management department and co-hosts the firm’s “The Wise Investor Show” podcast.

In 2022, Barron’s ranked Hamilton as the 16th-best financial adviser in Virginia. He ranked No. 193 on Forbes’ 2021 list of the 250 top wealth advisers. Each year for the last decade, Hamilton has earned a Top Ten Award, which recognizes the firm’s top 10% of producers.

A Haverford College alum, Hamilton previously served as vice president of investments at Baltimore-based advisory firm Ferris, Baker Watts Inc.

MOST RECENT BOOK READ: “Hater,” by David Moody. Zombie/postapocalyptic fiction is a guilty pleasure.

NEW LIFE EXPERIENCE: Seeing my oldest daughter graduate and prepare to go off to college this fall. It’s exciting, uplifting and heart-wrenching all at the same time.

SOMETHING I’D NEVER DO AGAIN: Ride on a motorcycle. There are enough ways to get hurt without forcing it.

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