Matt Daniel

Fundador en Stony Point Wealth Management, Inc. .

Finance

Consumer Services

Cargos activos de Matt Daniel

Empresas	Cargo	Inicio	Fin
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.	Analyst-Equity	01/05/2015	-
	Fundador	01/05/2015	-
	Director of Investments	01/05/2015	-
	Gestor de Cartera-Acciones	01/05/2015	-

Hampden-Sydney College

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Sectorial

Finance	2
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	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

Empresas privadas

Finance