WILMINGTON, DE — Diversified, LLC, a leading fee-only registered investment advisor, today announced the appointment of Scott Lavelle, CFA, CAIA, FRM as Chief Investment Officer, effective May 11, 2025. Lavelle brings more than 25 years of investment experience spanning proprietary trading, equity and fixed income portfolio management, asset allocation, and manager research.
Most recently, Lavelle served as Managing Director and Head of Investment Advisor Research & Investment Product Management at PNC Asset Management Group, where he built and led a 45-person team overseeing approximately $80 billion in traditional and alternative investments. He also served as President of PNC Alternative Solutions LLC. He has been recognized as an industry visionary by Institutional Investor, has published in leading industry outlets, and has moderated panels at premier investment conferences. He holds a B.S. in Finance from Boston College.
“Scott didn’t just manage investments at scale—he built something real at PNC. He took a team from the ground up and grew it to 45 people, overseeing $80 billion. That’s exactly the kind of track record we were looking for in someone who is going to help us write the next chapter of Diversified. We’re not just filling a role; we’re adding someone who knows how to build for the future and where we are going.” — Andrew Rosen, CFP®, CEP®, Executive Chairman, Diversified
“The more I got to know Diversified, the more I recognized something you don’t see often: a top-tier firm that’s genuinely positioned to grow — not just in size, but in the quality and breadth of what it delivers to clients. World-class financial planning, real investment in AI and infrastructure, and a platform that’s increasingly attractive to advisors looking for the right long-term home. My institutional background was built for exactly this kind of environment. I came here because I want to help build what comes next.” — Scott Lavelle, CFA, CAIA, FRM, Chief Investment Officer, Diversified
Lavelle’s appointment reflects Diversified’s continued investment in investment leadership as the firm grows and scales its client service model. He is based in the greater Philadelphia area.
Diversified LLC is headquartered in Wilmington, Delaware, with offices across the Mid-Atlantic and Southeast regions. The firm provides comprehensive wealth management services, including financial planning and investment management, supported by integrated tax capabilities. Diversified oversees $3+ billion in AUM (as of 5/26) and has earned multiple industry recognitions for workplace culture and advisor excellence.
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Not an Offer: This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Diversified or consult with the professional advisor of their choosing. Inherent in any investment is the risk of loss.
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