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Dion Money Management

Dion Money Management
1996 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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.

Website
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Other Financial Services
Primary Office
  • 25 Main Street
  • Williamstown, MA 01267
  • United States

+1 (800) 000-0000

Dion Money Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Dion Money Management Executive Team (8)

Name Title Board
Seat
Contact
Info
Matthew Sauer COO & Chief Compliance Officer
David Bogonovich SVP & Portfolio Strategist
David Steinberg VP & Portfolio Strategist
James Durkee VP & Portfolio Strategist
Mark Landau VP & Portfolio Strategist
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