Dion Money Management Overview

  • Founded
  • 1996


  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Dion Money Management General Information


Provider of private portfolio management services and investment advices to families, trusts, businesses, and non-profit making organizations. The company also provides its clients with conservative, long-term capital appreciation while taking advantage of the market's short-term fluctuations.

Contact Information

Ownership Status
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Primary Office
  • 25 Main Street
  • Williamstown, MA 01267
  • United States
+1 (800) 000-0000

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Dion Money Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Dion Money Management Executive Team (8)

Name Title Board Seat Contact Info
Matthew Sauer COO & Chief Compliance Officer
David Steinberg VP & Portfolio Strategist
James Durkee VP & Portfolio Strategist
Mark Landau VP & Portfolio Strategist
Steven Diamond VP & Portfolio Strategist
You’re viewing 5 of 8 executive team members. Get the full list »