Timothy C. Carneval
CPA, CFP®

Senior Wealth Advisor, Director

Experience

  • 20+ years in financial services

Highlights

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Caddied on the PGA Tour in the early 1990’s for Tom Watson

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant

 

Work Experience

  • Rejoined the firm after serving as an Associate and Vice President from 1995-2001
  • Oversees tax, investment, insurance, and estate planning for both corporate and sports clients
  • Was a part of the Family Wealth Practice of Arthur Andersen LP in Washington, D.C., a principal at FSM Capital Management in Cleveland, and founder of his own firm, also in Cleveland

 

Life Outside of MAI 

  • Has two sons, Craig and Matt
  • Serves as a Home and Family member at St. Raphael School
  • Supporter and volunteer for the St. Baldrick’s Foundation and coaches youth basketball
  • Avid golfer and fisherman, enjoys astronomy, working out, reading, and trips to Chautauqua Lake

 

Education

  • University of Maryland, BS in Accounting
  • University of Virginia, Masters of Accountancy, concentration in Taxation

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