Simon Hamilton

Simon Hamilton

Formal First Name

Simon Hamilton is the Managing Director of The Wise Investor Group at Robert W. Baird & Co. He leads the group's portfolio management department and serves as a key member of the Investment Decision Committee. Hamilton is an instrumental voice in investment policy, security selection, asset allocation, and client management decision-making. He imparts his over 25 years of experience as the host of The Wise Investor Show, as well as the team's Midweek Update podcast, both of which have attracted thousands of loyal listeners over the years.

Professional Experience

Academic History

  • Hamilton has been recognized as one of the top financial professionals in both Virginia and the nation by Barron's, Forbes, and The Financial Times
  • Since joining Baird in 2007, he has been recognized as a member of our Chairman's Club, which honors the firm's top financial advisors. 
  • For the past 10 years, he has earned the Top Ten Award, which honors the top 10 percent of producers at the firm.