Anthony joined the Diversified team in 2022 as the Director of Operations and Technology, bringing with him over 25 years of investment operations experience. In his role, Anthony is focused on ensuring that Diversified’s Operations and Technology are a best-in-class center of excellence that continuously delivers top-tier service and support to our clients. Anthony’s industry […]
Sarah joined the Diversified team in March 2021. She is the current Director of Marketing, where she strategizes, directs and coordinates all marketing efforts for the company. Before embarking on her role at Diversified, Sarah worked as the Director of Marketing for a startup and worked with private clients ranging from celebrities to Fortune 500 […]
Kelley joined the Diversified team in November 2008. She currently is the Office Manager and Client Experience Officer, a role in which she helps support, plan, and coordinate all of Diversified’s client and company events. She is also a vital part of the administrative team, lending aid to the entire staff. Having studied business administration […]
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’s job to lead the Investment Committee, which is responsible for the investment direction of the firm. He works closely with Diversified’s financial planners to support the investment side of […]
David joined the Diversified team in 2007. In David’s role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan and works closely with other industry professionals to bring the clients’ financial plan to completion—all […]
Michael Fisher joined the Diversified team in 2019. Michael has over 20 years of financial services industry experience. In his role as CEO, Michael focuses on managing the day-to-day functions of our executive team and over 30 staff members across three organizations. Michael is also the managing partner of Diversified Tax and Diversified Insurance our […]
Andrew Rosen is the President of Diversified, LLC. In his role as President, he sets the strategic direction, which focuses on providing our clients and employees with everything they need to achieve their goals and dreams. As a Financial Planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life and guiding […]