Perfil
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.
Cargos activos de Matt Daniel
| Empresas | Cargo | Inicio |
|---|---|---|
Stony Point Wealth Management, Inc.
Stony Point Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Fundador | 01/05/2015 |
Formación de Matt Daniel.
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 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 |
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