Mike Egan

Mike Egan

Direttore degli Investimenti presso Diversified Management, Inc.

Finance
Consumer Services

Profilo

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.

Posizioni attive di Mike Egan

SocietàPosizioneInizio
Direttore degli Investimenti 01/01/1998
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Formazione di Mike Egan

University of Wisconsin Undergraduate Degree

Esperienze
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