Family Office

Diversified Financial Management (DFM)

Diversified Financial Management is a US investment advisory firm founded in 1986 and headquartered in Norwell, Massachusetts.President and CCO H. Calvin Place, Jr. led the firm’s investment approach since 2014. Previously, Calvin was VP and held portfolio management and analyst responsibilities at Putnam Investments.A

Assets Under Management
$50M-$250M
Headquarters
Norwell, Massachusetts

Decision-makers

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President & Chief Compliance Officer
Calvin Place, Jr.
President & Chief Compliance Officer
Members only

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