Mike joined the Diversified team in September 2016 as the Investment Specialist. In that role, it’s Mike job to research, recommend and monitor investment strategies for client accounts. He works closely with Diversified’s financial planners to support the investment side of the lifelong financial planning process. Lastly, it’s Mike’s responsibility to oversee the ever-changing global investment landscape and work with the planners to evaluate the impact on each of our client’s strategies.
Mike graduated in May 2011 from the University of Pittsburgh with a B.S. in Finance and minor in Economics. He continued his education in financial services by obtaining the series 6, 63, and 65 licenses and is a 2018 CFA Level II Candidate. Prior to joining Diversified, he was an Internal Account Executive at SEI and financial representative at Keystone Financial Management in Allentown, Pennsylvania.
Along with his wife, Liz, Mike currently resides in Conshohocken, Pennsylvania. Outside of Diversified, Mike enjoys spending time outside playing both golf and basketball. Additionally, he’s an avid fan of the athletic programs at the University of Pittsburgh.
Phone: 302-765-3500 ext 10