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 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 a minor in Economics. He is a CFA® charterholder, a member of the CFA Society Philadelphia, and currently holds the FINRA series 6, 63, and 65 licenses. Prior to joining Diversified, he held roles at SEI Investments and Keystone Financial Management.

Along with his wife Liz, daughter Avery, and dog Eva, Mike currently resides in West Chester, Pennsylvania. Outside of Diversified, Mike enjoys spending time outside, playing golf and craft beer. Additionally, he’s an avid fan of the athletic programs at the University of Pittsburgh.