Profiel
Mr. Matthew D.
Saneholtz, CFA, is a Chief Investment Officer & Senior Wealth Advisor at Tobias Financial Advisors, Inc. He is co-owner of the firm.? Among his many responsibilities at the firm, he provides financial planning and investment advisory services to our broad client base.
He earned his B.S.
at Carnegie Mellon in 2002 with a double major in Finance and Economics.
Actieve functies van Matt Saneholtz
| Bedrijven | Functie | Begin |
|---|---|---|
Tobias Financial Advisors, Inc.
 Tobias Financial Advisors, Inc. Investment ManagersFinance Founded in 1980, Tobias Financial Advisors, Inc. is a wealth management firm and registered investment advisor located in Plantation, Florida. The firm provides financial planning, consulting, and investment management and advisory services to individuals, pension and profit sharing plans, trusts, estates, corporations and other business entities, including foreign entities. | President | 01-10-2005 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Tobias Financial Advisors, Inc.
Tobias Financial Advisors, Inc. Investment ManagersFinance Founded in 1980, Tobias Financial Advisors, Inc. is a wealth management firm and registered investment advisor located in Plantation, Florida. The firm provides financial planning, consulting, and investment management and advisory services to individuals, pension and profit sharing plans, trusts, estates, corporations and other business entities, including foreign entities. | Finance |
