OUR TEAM
Judd A. Beam is the Founder and Portfolio Manager of Beam Capital Partners headquartered in Columbus, Ohio. Judd was born and raised in Cleveland, and proudly graduated from The Ohio State University Fisher College of Business in 2012. He has over a decade of portfolio management and investment planning experience and holds a series 7 and 66 with LPL Financial, as well as earning APMA & CRPC designations. Judd provides a unique strategy for BCP clients, employing a momentum-based investing philosophy combining both qualitative bottom-up fundamental research and Elliott Wave Theory quantitative technical analysis in pursuance of identifying the most attractive investment opportunities across all market capitalizations.
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Outside of work Judd enjoys spending time with his wife, two dogs and vacationing at the lake. He is also an advocate for music, playing guitar and piano in his free time. Judd also gives back to the community by serving on the board for the VCAS (Veteran Companion Animal Services) Charitable Foundation; a non-profit organization that adopts sheltered animals and provides service dogs to veterans with disabilities. His passion for training dogs and deep respect for veterans have allowed him to make a positive impact within the organization and community.
Maria Beam is our Client Service Professional. She proudly graduated from The Ohio State University with a bachelor's degree from Fisher College of Business. She has over ten years of experience at Huntington National Bank as a Wealth and Investment Service Specialist Lead with Huntington’s Private Bank Trust and Wealth Management team. Maria is from Perrysburg, Ohio and met Judd while attending Ohio State. Maria enjoys walking her two dogs, boating, cooking, traveling, playing tennis, and trying new restaurants.
Hallie Goodman is our Business Development Specialist here at Stratos. She is currently enrolled in the financial planning program at the school of human ecology at The Ohio State University. Hallie deals with scheduling appointments, client communication, and handling our social platforms. Outside of work Hallie enjoys traveling, playing soccer, and participating in school activities and clubs.
James R. Caldwell is a Senior Wealth Advisor at Beam Capital Partners, affiliated with Stratos Wealth Partners. A proud Columbus native, James was born and raised in Upper Arlington, Ohio, and graduated from The Ohio State University with a degree in Business Administration and Finance, later earning a Master’s in Physical Education. After spending time in sunny Vero Beach, Florida, James returned to his hometown, where he and his wife Debbie enjoy life with their three grown sons—Beau, Jay, and Chase—and their three granddaughters, Reese, Ells, and Piper.
In their free time, James and Debbie enjoy traveling, staying active in the community, and playing both golf and tennis. As a Wealth Advisor, James specializes in comprehensive financial planning, focusing on retirement income, social security strategies, portfolio management, tax-efficient planning, and estate needs. His goal is to help clients create lasting financial security by offering tailored advice and support throughout their financial journey. He is driven by a commitment to deliver an exceptional client experience with the highest level of service and detailed attention to all aspects of his clients' financial lives.