News – Wainwright Investment Counsel LLC

Wainwright Investment Counsel, LLC (“Wainwright”) Welcomes Amandeep Singh as Analyst

16.02.2022 , News

“Wainwright is pleased to have Amandeep join our team of investment professionals, further bolstering our investment research and client service efforts. Since our founding, and throughout our growth to $4.6 billion in client assets under management, Wainwright’s approach to client engagement has been high-touch, with clients able to work with their lead advisor, research analyst or operations specialist to meet their specific needs and unique financial situations. Amandeep’s experience and education make him immediately additive to those efforts,” said Matt Seney, CFA, Chief Operating Officer & Deputy CIO of Wainwright. Mr. Singh holds the FINRA Series 7 and 63 licenses and...

Wainwright Investment Counsel, LLC (“Wainwright”) Welcomes Timothy L. Schmidt as SVP Investment Advisory

01.11.2021 , News

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...