Our Team

As President and Founder of Dion Money Management, Mr. Dion is the primary architect of the investment strategies of Dion Money Management.  He is responsible for setting Investment Policy, creating custom portfolios and overseeing the performance of client accounts. In addition, he serves as Publisher and Chief Investment Strategist of Fidelity Independent Adviser, a newsletter with over 45,000 subscribers. Mr. Dion is also author of the book Dion on Vanguard, published by Pegasus Press.

Mr. Dion has over 25 years  experience with financial markets.

His career began 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.  Mr. Dion later founded Patten Financial Services Corporation, where he served as President for 2 years.

Mr. Dion subsequently founded Litchfield Financial Corporation,  where he served as the 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.  Mr. Dion is a licensed attorney in the Commonwealth of Massachusetts and the State of Maine. Having passed NASD Series 7 and Series 65 exams, Mr. Dion is an investment advisor representative registered in the Commonwealth of Massachusetts and the State of Florida.
 
Portfolio Strategy Team

► Donald R. Dion, Jr., President and Chief Investment Officer
► Matthew D. Sauer, Chief Operating Officer & Chief Compliance Officer
► David Bogonovich, CPA, Senior Vice President & Portfolio Strategist
► William Schmick, Vice President & Portfolio Strategist
► Steven M. Diamond, Vice President & Portfolio Strategist
► James Durkee, Vice President & Portfolio Strategist
► Derek F. Cooney, CTFA, Vice President and Portfolio Strategist

As a client of Dion Money Management, you have an entire team working for you. 

Portfolio Strategists, Client Services Representatives, Trading Desk personnel, Compliance Attorneys, Transition Specialists, Administrative Coordinators and Information Technologists are all working behind the scenes to manage your accounts, answer your questions, execute trades, ensure compliance with all regulations and to keep paperwork in order.  They are an integral part of the Dion team and they all work for you.

Our team is at your disposal from 8:00 AM to 5:30 PM, Eastern Time (offices are closed on holidays observed by the New York Stock Exchange).  Our toll-free telephone number is 800-432-7447