Diversified Portfolios, Inc
Catharine Betzig is an experienced financial professional currently serving as a Financial Planning Associate at Diversified Portfolios, Inc. since April 2024. Prior roles include Account Manager at Forte Belanger from May 2022 to July 2023, Banker at J.P. Morgan Private Bank from November 2019 to May 2022, and Financial Advisor at Morgan Stanley from March 2018 to October 2019. Catharine's career commenced at Northern Trust Corporation, where responsibilities included Wealth Advisor Associate and Senior Trust Account Manager from July 2012 to March 2017. Catharine holds a Bachelor of Arts in English Literature from Colby College, completed in 2007, and attended The Hotchkiss School from 2000 to 2003.
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Diversified Portfolios, Inc
Diversified Portfolios, Inc. is a wealth management and investment advisory firm based in Bloomfield Hills, Michigan. We believe in putting people over products, and unlike brokerage houses we act as a fiduciary—required to put your best interest over ours every time. We prioritize building strong, personal relationships with our clients and we aim to help people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. 100% of our wealth advisors have earned industry-specific designations and we have been proud to serve clients throughout the United States for over 30 years.