Daniel T. McCurdy, III, Ph D., CAIAsm, AIF®
Title
Wealth Adviser
Education
Ph.D. in Molecular Physiology and Biophysics from the University of Illinois
Masters in Business Administration from The Pennsylvania State University
M.S. in Exercise Science from The Ohio State University
Advanced Credentials/Designations:
- Accredited Investment Fiduciary™ (AIF®)
- Chartered Alternative Investment Analyst (CAIAsm)
- Life, Accident, and Health Insurance Licensed
Memberships
- Chartered Alternative Investment Analyst Association®
- Financial Planning Association
Statement of Service:
Prior to joining Abundance in October of 2003, Dan worked as an exercise physiologist for the U.S. Olympic Committee at the Colorado Springs Training Center; he then went on to earn his Doctorate degree from the University of Illinois.
Dan then worked on cardiovascular research for five years in the Cardiology department at the University of Vermont as a post-doctoral fellow and then as an assistant research professional. He then received a full-assistantship to earn a Master of Business Administration degree from The Pennsylvania State University, where he majored in Investment and Portfolio Management. Dan has been active with the local chamber of commerce (CBICC) leading a Chamber U class on retirement plan fiduciary duties and also serving on a task force for member services.
During his tenure at Abundance, Dan has served as a Portfolio Manager in the Investment Department performing the due diligence and research on investments, constructing investment portfolios, and as a contributing member of the Investment Committee.
