Mike Horwath, CFA®
Chief Investment Officer
Mike joined the Diversified team in September 2016 as the Investment Specialist and was named Chief Investment Officer in September 2019. In that role, it’s Mike job to head the internal Investment Committee that is responsible for the investment direction of the firm. 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 is a CFA® charterholder and currently holds the FINRA series 6, 63, and 65 licenses. 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 West Chester, 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
E-mail: [email protected]
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