

Matthew Daniel
Founder, Principal and Director of Investments
Seneca House Advisors
United States, Virginia, Richmond
About Me
Matt is the founder of Seneca House Advisors and serves as the firm’s Principal and Director of Investments. He oversees the firm’s research and investment activities including strategic wealth planning, portfolio management, risk management, and performance reporting. Prior to founding Seneca House Advisors, Matt was an independent advisor with a large publicly traded broker-dealer. Matt is a Richmond native and attended Trinity Episcopal School before graduating from Hampden-Sydney College with honors in Economics. At Hampden-Sydney, Matt was a member of the Tiger’s Baseball Team. Matt has 11 years of industry experience. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Profile Information
Founder, Principal and Director of Investments
Seneca House Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Richmond
Virginia
United States
May 15, 2024
Keylinks
More profiles to browse
EK
Elizabeth King
Director of Financial Planning and Principal
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University