Randy Beeman
MANAGING DIRECTOR, WEALTH MANAGEMENT
With more than 30 years of experience managing financial assets for individuals, retirement plans, and businesses, Randy brings deep expertise in investment strategy, financial planning, and wealth management. As a Managing Director of Wealth Management at Choreo, he provides personalized guidance to high-net-worth clients, helping them navigate complex financial decisions with confidence.
Before joining Choreo, Randy was the Director of Wealth Management at YHB | Wealth Advisors, later transitioning to a Director role at Glass Jacobson Wealth Advisors following a merger in 2022. Earlier in his career, he co-founded the Wise Investor Group in Reston, Virginia and co-hosted The Wise Investor Show on WMAL 630 AM and 105.9 FM in Washington, D.C., as well as the Midweek Update podcast on iTunes.
Randy was recognized as one of Barron’s “Top 100 Financial Advisors” in the United States* from 2009 to 2013 and co-authored Value Returns: Wise Investing for the Next Decade and Beyond.
His expertise spans economic research, strategic financial planning, investment management, business valuation, asset allocation, and financial analysis. Prior to wealth management, Randy built and sold multiple entrepreneurial ventures and provided accounting services for public and private firms.
EDUCATION
- Bachelor’s degree in accounting from the University of Maryland
- M.B.A. in finance from Shenandoah University.
