Wainwright Investment Counsel, LLC (“Wainwright”) Welcomes Timothy L. Schmidt as SVP Investment Advisory
Timothy L. Schmidt has over 20 years of experience in the financial services and investment banking industries. Before joining Wainwright, he held investment advisory and leadership roles at TD Ameritrade and Charles Schwab & Co. Additionally, Mr. Schmidt was a consultant at Capstone Partners and Villeo Capital, where he advised executives and entrepreneurs on complex business and financial situations.
“We are excited to have Tim join our team. His diverse background in financial services, investment advisory, and business consulting makes him a valuable resource immediately, contributing expertise to our existing advisory business and helping to grow our private client practice, specifically with business owners and entrepreneurs. It is those clients, in particular, where Wainwright’s independence, scope of services, institutional expertise, and customized investment solutions can meaningfully impact their financial future in my view,” said Matt Seney, CFA, Chief Operating Officer & Deputy CIO of Wainwright.
Mr. Schmidt holds the FINRA Series 7, 63, 65, and 24 licenses and earned his Bachelor of Liberal Arts (ALB) in social science and Master’s of Liberal Arts (ALM) in finance from the Harvard Extension School.
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