Michael P. Egan
CIO, CFP® | Managing Director, Chief Investment Officer & Financial Adviser
Michael P. Egan is Managing Director of Diversified Management, Inc. (DMI). In his role as a financial advisor, 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. Mike graduated from the University of Wisconsin-LaCrosse in 1996 with degrees in economics and history. He is a Certified Financial Planner (CFP) and a member of the Financial Planning Association.
Prior to joining Diversified Management in 1998, Michael worked with the sales and marketing departments of large investment management companies in Chicago and Milwaukee. Mike and his wife Jenny have been married since 1997 and live in Belgium with their family. All three children are involved in sports which keeps the family busy with coaching, practicing and attending events. Mike is an avid reader, music lover, tireless home-improver and a wannabe weekend chef. He enjoys camping, hiking, hunting and fishing.