Matthew Daniel

CFA
Staff Financial Advisor


Team members available to assist are:
Wendy Trout
Ted Saneholtz
Ben Skinner
Nicole Dray
Summer Gillard

Matthew graduated from Miami University in 2013 with a degree in Finance.  He became a full-time associate at Summit in May 2015, following a successful internship.  Before joining Summit, Matthew gained valuable experience working at Fidelity Investments for nearly 2 years.

Matthew is a CFA® charterholder and plans to pursue the CFP® certification process.

Matthew works with an internal group of advisors providing support to investment advisory and wealth management clients.  During his time away from work and studying, he enjoys traveling, snowboarding, and time with family and friends.

LinkedIn Profile

Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495