Mike Egan

Directeur en chef des Investissements chez Diversified Management, Inc.

Profil

Mr. Michael P.
Egan is a Managing Director, Chief Investment Officer & Financial Adviser at Diversified Management, Inc. He oversees and manages all aspects of client investment and financial plans.
He meets with clients as frequently as quarterly to review financial strategies.
As Chief Investment Officer, he chairs Diversified Management’s investment policy committee, which provides qualitative oversight of all investments used across the firm.
He is also responsible for generating new investment ideas for consideration by the investment policy committee.
Prior to joining Diversified Management in 1998, Mr. Egan worked with the sales and marketing departments of large investment management companies in Chicago and Milwaukee.
He graduated from the University of Wisconsin-LaCrosse in 1996 with degrees in economics and history.
He is a Certified Financial Planner and a member of the Financial Planning Association.

Postes actifs de Mike Egan

Sociétés	Poste	Début
Diversified Management, Inc.	Directeur en chef des Investissements	01/01/1998

Formation de Mike Egan

University of Wisconsin

Undergraduate Degree