Timothy Schmoll, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER®

Work Experience

• Tim focuses on helping high net worth individuals and families define and meet their goals and objectives, with an expertise in collaborating with professional athletes and young start-up employees
• Joined MAI in 2022, when Intersect Capital merged with MAI
• At Intersect, Tim was an Investment Adviser Representative since 2021 and prior to that was employed by Procapita Partners LLC as a Wealth Advisor

Life Outside of MAI 

• Tim played professional soccer for four years before transitioning into wealth management and still enjoys playing in pickup leagues in New York City

Education

• Harvard University, AB in Economics