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Matt Daniel active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 2015-04-30 | - |
Founder | 2015-04-30 | - | |
Director of Investments | 2015-04-30 | - | |
Portfolio Manager-Equities | 2015-04-30 | - |
Career history of Matt Daniel
Training of Matt Daniel
Hampden-Sydney College | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Founder | 1 |
Director of Investments | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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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 |
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