![Matt Daniel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matt Daniel
Fondatore presso
Stony Point Wealth Management, Inc.
Profilo
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.
Posizioni attive di Matt Daniel
| Società | Posizione | Inizio |
|---|---|---|
Stony Point Wealth Management, Inc.
 Stony Point Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Fondatore | 01/05/2015 |
Formazione di Matt Daniel
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Hampden-Sydney College
 Hampden-Sydney College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stony Point Wealth Management, Inc.
Stony Point Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
