Profil
Mr. Matthew D.
Saneholtz, CFA, is a Chief Investment Officer & Senior Wealth Advisor at Tobias Financial Advisors, Inc. He is co-owner of the firm.? Among his many responsibilities at the firm, he provides financial planning and investment advisory services to our broad client base.
He earned his B.S.
at Carnegie Mellon in 2002 with a double major in Finance and Economics.
Aktive Positionen von Matt Saneholtz
| Unternehmen | Position | Beginn |
|---|---|---|
Tobias Financial Advisors, Inc.
 Tobias Financial Advisors, Inc. Investment ManagersFinance Founded in 1980, Tobias Financial Advisors, Inc. is a wealth management firm and registered investment advisor located in Plantation, Florida. The firm provides financial planning, consulting, and investment management and advisory services to individuals, pension and profit sharing plans, trusts, estates, corporations and other business entities, including foreign entities. | Präsident | 01.10.2005 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Tobias Financial Advisors, Inc.
Tobias Financial Advisors, Inc. Investment ManagersFinance Founded in 1980, Tobias Financial Advisors, Inc. is a wealth management firm and registered investment advisor located in Plantation, Florida. The firm provides financial planning, consulting, and investment management and advisory services to individuals, pension and profit sharing plans, trusts, estates, corporations and other business entities, including foreign entities. | Finance |
