The Value of Diversification

DETAILS

Dan Wolfgang

Financial Advisor

The McNamara Investment Group of Janney Montgomery Scott

Tuesday, November 11th, 2025

FOCUS AREAS

Business/Entrepreneurship

Communication

STEAM (science, technology, engineering, arts, math)

OVERVIEW

BIOGRAPHY

Dan Wolfgang is a Financial Advisor with The McNamara Investment Group of Janney Montgomery Scott and holds the professional designations of Accredited Wealth Management Advisor (AWMA™) and Chartered Retirement Planning Counselor (CRPC™). Dan joined the firm in March 2018 after serving as a relationship banker for nearly two years with United Bank in Morgantown, West Virginia. Prior to that, he worked in various positions in sports broadcasting and communications, starting at the age of 14 for his hometown radio station in Ohio. During his time in the field, he worked for numerous collegiate programs including West Virginia, UCLA, Michigan, Syracuse, Notre Dame and Ohio U, among many others. Dan is a graduate of Syracuse University with a degree in Broadcast Journalism and a specialization in German. He, his wife and their daughter, Maggie, reside in Bethel Park.

LUNCH & LEARN GUIDELINES

The USC Lunch & Learn Series is only open to USC High School students and staff. The presenter will present the same material during each lunch. Just bring your lunch to the SGI (Room 150) and learn something new!

• attendance will be taken at the event
• arrive at the beginning of your lunch block
• bring a packed lunch (or get to the lunch line early)
• be respectful - listen and participate
• complete a brief survey after attending for official documentation