Profile
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.
Matt Saneholtz active positions
| Companies | Position | Start |
|---|---|---|
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. | President | 2005-09-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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