Profil
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.
Aktiva positioner av Matt Daniel
| Företag | Position | Start |
|---|---|---|
Stony Point Wealth Management, Inc.
Stony Point Wealth Management, Inc. Investment ManagersFinance Provides investment advice | Grundare | 2015-05-01 |
Matt Daniels utbildningar
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Kopplade företag
| Privata företag | 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 |
















