- Experienced Investment Advisers

Donald R. Dion, Jr., Esq., CPA
Founder & Chief Investment Officer

Don Dion has been managing his family’s wealth since 1982. In 1994, Don began publishing the Fidelity Independent Adviser to share his extensive investment knowledge with a broader audience. In 1996, at the request of his newsletter subscribers, he founded Dion Money Management to provide a full-service, customized approach to individual investors who wanted to take advantage of his experience and methodology.

With more than 25 years of experience, Mr. Dion has weathered the ups and downs of the market. His goal is to minimize downside exposure while maximizing the risk–adjusted returns required by investors who need to protect and grow their investments.

Don began his career at the international accounting firm Ernst & Young as a certified public accountant. He later joined the renowned law firm of Warner & Stackpole in Boston, where he practiced corporate and tax law until 1985. He then became the executive vice president of finance, treasurer and director of the Patten Corporation. Don later founded Patten Financial Services Corporation, where he served as president for two years.

Don subsequently founded Litchfield Financial Corporation, where he served as chairman and chief executive officer for eight years. He managed the initial public offering of Litchfield in 1992. Litchfield was acquired by the Textron Financial Corporation in 1999.

Mr. Dion earned his B.A. from Saint Michael’s College, his J.D. from the University of Maine School of Law, and his LL.M. degree in Taxation from the Boston University School of Law. Having passed the NASD Series 7 and Series 65 exams, Mr. Dion is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts and the State of Florida.

Jonathan Buoni
Executive Vice President & Editor-In-Chief

Mr. Buoni is Chief Editor of the Fidelity Independent Adviser family of newsletters — Dion Money Management’s affiliate newsletter company. Mr. Buoni also plays a key role in communicating Dion Money Management’s investment philosophy and portfolio positions.

Mr. Buoni earned his Master of Business Administration, in December 1997 from SDA Bocconi Milan, Italy. He graduated from Trinity College, Hartford, Connecticut in May 1991 earning his Bachelors of Arts in Economics. Mr. Buoni has his Massachusetts Life and Health Insurance licenses and is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts having passed NASD Series 7 and Series 65 exams. He currently resides in North Adams, MA.

Matthew D. Sauer, Esq.
Executive Vice President, COO & CCO

As Chief Operations Officer, Mr. Sauer oversees the daily operations of Dion Money Management. Mr. Sauer is also the Chief Compliance Officer responsible for overseeing and managing Dion’s compliance program.

Mr. Sauer earned his Juris Doctor from Albany Law School of Union University, Albany, NY, in May 2002. Mr. Sauer is a licensed attorney in the State of New York. He received his Master of Business Administration, May 2004 from the State University of New York at Albany. He graduated from Bucknell University, Lewisburg, PA, earning his Bachelor of Arts in Political Science and Economics in May 1999. Having passed the NASD Series 65 exam, Mr. Sauer is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts. He now resides in Williamstown, MA.

David Bogonovich, CPA
Senior Vice President & Portfolio Strategist

Mr. Bogonovich works directly with new and prospective clients in creating and monitoring their mutual fund portfolios. A fundamental part of this process is assisting clients in the development of their financial goals and matching them to an appropriate investment strategy. His approach to investment management is to thoroughly understand his clients’ circumstances.

A 25 year financial services industry veteran, he began his career with a local accounting firm in Vermont and then moved to the national firm of Main Lafrentz and Co. At Main Lafrentz, he practiced as a certified public accountant responsible for auditing and tax planning for business owners, individuals and government organizations

Prior to joining Dion Money Management, Mr. Bogonovich was a senior financial executive with CHEMFAB Corporation. For 14 years he served as Controller of their North Bennington, Vermont manufacturing operation

Mr. Bogonovich earned his B.S. in Accounting from Boston College in 1974 and is a CPA licensed in the State of Vermont. Having passed the NASD Series 7 and Series 65 exams, Mr. Bogonovich is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts. He resides in Dorset, Vermont.

James R. Durkee
Vice President & Portfolio Strategist

Mr. Durkee’s financial services career has included a variety of responsibilities at blue–chip companies such as Morgan Stanley and Goldman Sachs. As a financial planner and seminar speaker, Jim has assisted his clients with all areas of personal income planning, including investment management and retirement income planning. Jim has extensive experience with deferred compensation, pension benefits and qualified retirement plans.

Jim received his Bachelor of Science degree from Southern New Hampshire University and is a Registered Representative with Series 7, 65, 66, Life and Health Licenses.

Bruce Berti
Controller

Mr. Berti is a skilled accounting professional with over 13 years experience. Prior to joining Dion Money Management, Mr. Berti was the Accounting Manager at Jiminy Peak Mountain Resort. At Dion, Bruce’s responsibilities include overseeing all accounting functions, strategic planning, corporate development, and controlling the proper use of funds in accordance with Federal and State regulations.

Mr. Berti earner his B.A. Degree from North Adams State College, North Adams, MA in 1987. He resides in Cheshire, MA.

John Bielski
Vice President of Trading

Mr. Bielski manages Dion’s Trading Department. John is responsible for the daily cash and position reconciliation of client portfolios, securities pricing, trading of client accounts per investment objectives, daily downloading of client transactions, all maintenance associated with clients accounts, developing and maintaining a relationship with custodians, and general management reporting.

Mr. Bielski earned his Bachelor of Science degree in Business Administration/Finance from Massachusetts College of Liberal Arts, North Adams, MA. Having passed NASD Series 65 exam, Mr. Bielski is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts. He resides in North Adams, MA.