Reading, PA – Lindenwold Advisors, LLC, an employee-owned investment management firm headquartered in Reading, PA is excited to welcome Michael P. McGovern to the firm. Mike was invited to join the Lindenwold team as Director of Client Service to support the firm’s rapidly growing client base. With more than 15 years of investment industry experience at both national and boutique firms, Mike will contribute to the firm’s investment research process as well as account administration.
“Mike’s skills will not only allow us to maintain our high service standards as the firm grows but will also broaden the services we can provide to clients” stated Jim King, President and Chief Investment Officer of Lindenwold Advisors. “His years of experience reviewing trusts and other documents, contributing to financial plans and otherwise serving the needs of high net worth individuals and families will further enhance our efforts.”
Most recently he was a Vice President and Personal Trust Specialist with BB&T / Truist Wealth Management where he worked as part of a team to address the financial needs of his clients.
A native of Montgomery County, Pennsylvania, Mike earned a Bachelor of Science degree in Business Administration at Villanova University and an MBA in Business Administration at LaSalle University. He also earned a professional designation as a Certified Trust & Financial Advisor (CTFA©).
Mike and his family reside in Delaware County, Pennsylvania where he belongs to the Delaware County Estate Planning Counsel. Supportive of his community, he remains active coaching youth sports.
Lindenwold Advisors serves the investment needs of individuals, families, not-for-profits- and other institutions using a highly disciplined approach that offers separately managed accounts complemented with best in class external managers.