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Daniel McNabb

Portfolio Manager, Partner

I have worked with this team since 2014. My primary roles at Chicory Wealth are portfolio management, shareholder engagement, and socially responsible investing (SRI) research. I work with other investors as well as non-profits and activist groups to identify and address environmental and social risks in the pursuit of a more sustainable economy for all.

I graduated from the University of Georgia with a BBA in Accounting in 2014. I became a licensed Investment Advisor Representative in 2015 and a CERTIFIED FINANCIAL PLANNER™ practitioner in 2019.

In addition to my work, I am fortunate to enjoy a balanced life with my wife. This includes traveling, gardening, playing music, and cooking!

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Contact Info

Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:

  • 3904 North Druid Hills Road #366 Decatur, GA 30033

  • 404.294.5917

  • 470.440.7249

  • [email protected]

  • Business Hours: Monday-Friday, 9 am to 5 pm ET

 

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