Matt Daniel

Fondateur chez Stony Point Wealth Management, Inc.

Finance

Consumer Services

Postes actifs de Matt Daniel

Sociétés	Poste	Début	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	-
	Fondateur	01/05/2015	-
	Director of Investments	01/05/2015	-
	Gestionnaire de Portefeuille-Actions	01/05/2015	-

Hampden-Sydney College

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Sectorielle

Finance	2
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	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

Entreprise privées

Finance