Profiel
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.
Actieve functies van Matt Daniel
| Bedrijven | Functie | Begin |
|---|---|---|
Stony Point Wealth Management, Inc.
Stony Point Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Oprichter | 01-05-2015 |
Opleiding van Matt Daniel
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
















