BOSTON (PRWEB) November 08, 2021
“Wainwright is 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.
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.
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.
Wainwright is an SEC Registered Investment Advisor with a primary focus on providing clients with independent and objective investment counsel. Wainwright’s strength is in building customized, diversified portfolios tailored to the clients’ investment objectives, risk tolerance, and unique circumstances and providing educated, insightful and proactive counsel.
Wainwright was established in 1999 and is a privately held and employee‐controlled advisory firm. Wainwright was formerly a department within H.C. Wainwright & Co., an investment banking and brokerage firm established in 1868. H.C. Wainwright later developed a reputation as a leading investment research firm. In 1999, Wainwright was spun out of H.C. Wainwright and became an independent company.
Wainwright serves a variety of client types, including high‐net‐worth individuals & family offices, endowments & foundations, and retirement plans (defined benefit & defined contribution, public & private), with over $4.0 billion under management as of September 30, 2021.
With clients located within and outside of the United States, Wainwright has the capacity to advise and invest on both a domestic and offshore basis. For more information, visit http://www.winvcounsel.com.