Matt Daniel
Fondateur chez Stony Point Wealth Management, Inc.
Profil
Mr. Matthew C.
Daniel is a Principal at Stony Point Wealth Management, Inc. He is the founder of Stony Point Wealth Management and serves as the firm’s Director of Investments.
He oversees the firm’s research and investment activities including strategic wealth planning, portfolio management, risk management, and performance reporting.
He has over 9 years of industry experience.
Prior to founding Stony Point Wealth Management, Mr. Daniel was an independent advisor with a large publicly traded broker-dealer.
Mr. Daniel graduated from Hampden-Sydney College with honors in Economics.
He is a Certified Financial Planner professional.
Postes actifs de Matt Daniel
| Sociétés | Poste | Début |
|---|---|---|
Stony Point Wealth Management, Inc.
 Stony Point Wealth Management, Inc. Investment ManagersFinance Stony Point Wealth Management, Inc., formerly known as Seneca House Advisors, is an independent fee-only firm that specializes in full-service wealth management and investment management. The private company is based in Richmond, VA. The company's goal is to simplify the complexity of their clients' financial lives and work as a trusted lifetime partner to develop, grow, and protect the life they have built. The company was founded in 2015 by Matthew Clayton Daniel, who serves as the firm's principal and director of investments. Elizabeth Ann King has been the CEO of the company since 2016. | Fondateur | 01/05/2015 |
Formation de Matt Daniel
| Hampden-Sydney College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Stony Point Wealth Management, Inc.
Stony Point Wealth Management, Inc. Investment ManagersFinance Stony Point Wealth Management, Inc., formerly known as Seneca House Advisors, is an independent fee-only firm that specializes in full-service wealth management and investment management. The private company is based in Richmond, VA. The company's goal is to simplify the complexity of their clients' financial lives and work as a trusted lifetime partner to develop, grow, and protect the life they have built. The company was founded in 2015 by Matthew Clayton Daniel, who serves as the firm's principal and director of investments. Elizabeth Ann King has been the CEO of the company since 2016. | Finance |