Don Dion is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial ... more
Don Dion is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to Focus Financial Partners in 2007 for stock and cash consideration. Don remains one of the largest individual shareholders of Focus Financial Partners, headquartered in NYC.
Mr. Dion is the trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting Massachusetts General Hospital. Don is on two leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). He consults with Saint Dominic's Academy and serves as a trustee of Saint Michaels College.
Mr. Dion is also the retired publisher of the Fidelity Independent Adviser family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletters. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers.
Mr. Dion is also the sole founder and retired C.E.O. of Dion Money Management, a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations. In this role, he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession.
Mr. Dion was the co-founder, Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration.
Don was also the Executive Vice President, C.F.O. and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988.
Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982.
After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston Law Firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983.
Don has recently been spending some of his time focusing on IPOs, building on his prior experience of successfully taking companies public and strong six years of U.S. IPO returns (2009 to 2015)
He can be reached at donalddion@gmail.com.
AAC | Australia Acquisition Corp. |
AAPL | Apple Inc. |
AAVL | Avalanche Biotechnologies |
ABBV | AbbVie Inc. |
ABX | Barrick Gold Corporation |
ABY | Abengoa Yield plc |
ADPT | Adeptus Health |
ADRO | ADURO BIOTECH, INC. |
AERI | Aerie Pharmaceuticals, Inc. |
AET | Aetna Inc. |
AFMD | Affimed N.V. |
AGMX | AutoGenomics Inc. |
AGN | Allergan Inc. |
AGRX | Agile Therapeutics, Inc. |
AGTC | Applied Genetic Technologies Corporation |
AKBA | Akebia Therapeutics, Inc. |
ALCO | Alico Inc. |
ALDR | Alder Biopharmaceuticals Inc. |
ALDX | Aldeyra Therapeutics, Inc. |
ALJJ | ALJ REGIONAL HLDGS |
ALLY | Ally Financial Inc. |
ALRM | Alarm.com Holdings, Inc. |
AM | American Greetings Corporation |
AMC | AMC Entertainment Holdings, Inc. |
AMDA | Amedica Corporation |
AMPH | Amphastar Pharmaceuticals |
AMZN | Amazon.com Inc. |
ANET | Arista Networks, Inc. |
APIC | APIGEE CORP |
APP | American Apparel Inc |
APPF | AppFolio Inc. |
AQXP | Aquinox Pharmaceuticals Inc. |
AR | Antero Resources Corporation |
ARGS | Argos Therapeutics, Inc. |
ARGT | Global X MSCI Argentina ETF |
ARMK | ARAMARK Holdings Corporation |
ASPS | Altisource Portfolio Solutions S.A. |
ASPX | Auspex Pharmaceuticals, Inc |
ATEN | At Entertainment Inc |
ATHM | Autohome Inc. |
ATTO | Atento S.A. |
AVNU | AVENUE GROUP INC |
AVOL | Avolon Holdings Limited |
AXTA | Axalta Coating Systems Ltd. |
AZN | AstraZeneca Group plc |
AZSEY | ALLIANZ SE |
BA | The Boeing Company |
BABA | Alibaba |
BAC | Bank of America Corporation |
BBRY (now BB) | BlackBerry Ltd |
BCS | Barclays PLC |
BETR | Amplify Snack Brands, Inc. |
BHLB | Berkshire Hills Bancorp Inc. |
BHP | BHP Billiton Limited |
BLCM | Bellicum Pharmaceuticals Inc |
BLK | BlackRock Inc. |
BLUE | Bluebird bio, Inc. |
BMDPF | BANCA MONTE DEI ORD |
BMDPY | BANCA MONTE DEI PASC |
BNFT | Benefitfocus, Inc. |
BNPQY | BNP PARIBAS SPONS AD |
BOJA | Bojangles' |
BOND | PIMCO Total Return Exchange-Traded Fund |
BOOT | Boot Barn Holdings, Inc. |
BOX | Box Inc. |
BP | BP p.l.c. |
BRG | Bluerock Residential Growth REIT, Inc. |
BRX | Brixmor Property Group Inc. |
BTU | Peabody Energy Corporation |
BUFF | Blue Buffalo |
BURL | Burlington Stores, Inc. |
BX | The Blackstone Group L.P. |
BYDDY | BYD COMPANY LTD ADR |
C | Citigroup Inc. |
CATB | Catabasis Pharmaceuticals Inc. |
CBRL | Cracker Barrel Old Country Store Inc. |
CCS | Century Communities Inc. |
CDW | CDW Corp. |
CELP | Cypress Energy Partners, L.P. |
CG | The Carlyle Group LP |
CHGG | Chegg, Inc. |
CHMA | Chiasma |
CIT | CIT Group Inc. |
CLDN | Celladon Corporation |
CMCM | Cheetah Mobile Inc. |
CMRX | Chimerix, Inc. |
CMTL | Comtech Telecommunications Corp. |
CNCE | Concert Pharmaceuticals, Inc. |
CNXC | CNX Coal Resources LP |
COMM | ATX Communications Inc |
CORI | Corium International, Inc. |
COSI | Cosi Inc. |
COUP | COUPA SOFTWARE INC |
CPPL | Columbia Pipeline Partners LP |
CPWR | Compuware Corporation |
CQB | Chiquita Brands International Inc. |
CRCM | Care.com, Inc. |
CRTO | Criteo SA |
CS | Credit Suisse Group AG |
CSLT | Castlight Health, Inc. |
CTLT | Catalent, Inc. |
CTT | CatchMark Timber Trust, Inc. |
CUDA | Barracuda Networks, Inc. |
CVS | CVS Health Corporation |
DB | Deutsche Bank AG |
DBA | PowerShares DB Agriculture Fund |
DBC | PowerShares DB Commodity Index Tracking Fund |
DBO | PowerShares DB Oil Fund |
DERM | Dermira, Inc. |
DIS | The Walt Disney Company |
DNAI | ProNAi Therapeutics |
DRII | Diamond Resorts International, Inc. |
DRW | WisdomTree Global ex-US Real Estate ETF |
DSKY | iDreamSky Technology |
DTEA | DavidsTea Inc. |
EBAY | eBay Inc. |
EBIO | Epoch Biosciences Inc |
ECHO | Echo Global Logistics, Inc. |
ECR | Eclipse Resources |
EEM | iShares MSCI Emerging Markets Index |
EGRX | Eagle Pharmaceuticals Inc. |
ELY | Callaway Golf Company |
ENTA | Enanta Pharmaceuticals, Inc. |
ENTL | Entellus Medical |
EPE | EP Energy Corporation |
EPP | iShares MSCI Pacific ex-Japan Index Fund |
EROS | Eros International Plc |
ESI | ITT Educational Services Inc. |
ESNT | Essent Group Ltd. |
ESRT | Empire State Realty Trust, Inc. |
ETSY | Etsy Inc. |
EUM | ProShares Short MSCI Emerging Markets |
EVA | Enviva Partners, LP |
EVGN | Evergreen Bancorp Inc (Del) |
EVH | Evolent Health, Inc. |
EVHC | Envision Healthcare Holdings, Inc |
EWA | iShares MSCI Australia Index Fund |
EWM | iShares MSCI Malaysia Index Fund |
EYES | VISION TWENTY ONE |
F | Ford Motor Company |
FB | Facebook Inc |
FCAU | Fiat Chrysler Automobiles NV |
FCB | FCB Financial Holdings |
FDO | Family Dollar Stores Inc. |
FEYE | FireEye, Inc. |
FGEN | FibroGen |
FIT | Fitbit, Inc. |
FIVN | Five9, Inc |
FLWS | 1 - 800 FLOWERS.COM Inc. |
FMI | Foundation Medicine, Inc. |
FMSA | Fairmount Santrol |
FOGO | Fogo de Chao |
FPI | Farmland Partners Inc. |
FRM | Furmanite Corporation |
FRSH | Papa Murphy's Holdings, Inc. |
FUEL | Rocket Fuel Inc. |
FWM | Fairway Group Holdings Corp. |
GDDY | GoDaddy Inc. |
GDOT | Green Dot Corporation |
GE | General Electric Company |
GI | Endochoice Holdings, Inc. |
GILD | Gilead Sciences Inc. |
GKOS | Glaukos Corp. |
GLD | SPDR Gold Trust ETF |
GLOB | Globant |
GLYC | GlycoMimetics Inc |
GM | General Motors Company |
GOGO | Gogo Inc. |
GOMO | Sungy Mobile Limited |
GOOG | Alphabet Inc. (Google) |
GOOGL | Google (A shares) |
GPP | Green Plains Partners LP |
GPRK | GeoPark Limited |
GPRO | GoPro, Inc. |
GPS | The Gap Inc. |
GRNTF | iPath Global Carbon ETN |
GRUB | GrubHub Inc. |
GS | Goldman Sachs Group Inc. |
GSBD | Goldman Sachs BDC, Inc. |
GSG | iShares S&P GSCI Commodity-Indexed Trust |
GWB | Great Western Bancorp. Inc. |
HABT | The Habit Restaurants |
HD | Home Depot Inc. |
HDP | HortonWorks, Inc. |
HELI | CHC Group Ltd. |
HGG | hhgregg Inc. |
HIFR | InfraREIT |
HLF | Herbalife Ltd. |
HLT | Hilton Worldwide |
HNNMY | HENNES & MAURITZ AB |
HPQ | HP Inc. |
HQY | HealthEquity, Inc. |
HRTG | Heritage Insurance Holdings, Inc. |
HSBC | HSBC Holdings PLC |
HSY | The Hershey Company |
IAU | iShares COMEX Gold Trust |
IBP | Installed Building Products, Inc. |
IEP | Icahn Enterprises L.P. |
IMC | Invesco Insured Municipal Bond Trust |
IMPR | Imprivata |
IMS | Invesco Insured Municipal Securities |
INCR | INC Research Holdings |
INGN | Inogen, Inc. |
INOV | INOVALON HOLDINGS, INC. |
INPTF | iPath MSCI India ETN |
INTC | Intel Corporation |
ISLE | Isle of Capri Casinos Inc. |
ISTR | Investar Holding |
IVZ | Invesco Ltd. |
JBLU | JetBlue Airways Corporation |
JD | JD.com |
JMEI | Jumei International Holding Limited |
JNJ | Johnson & Johnson |
JPM | JPMorgan Chase & Co. |
JUNO | Juno Therapeutics, Inc. |
KING | King Digital Entertainment |
KITE | Kite Pharma, Inc. |
KKR | KKR & Co. L.P. |
KMI | Kinder Morgan Inc. |
KPTI | Karyopharm Therapeutics, Inc. |
KTWO | K2M Group Holdings, Inc. |
LADR | Ladder Capital Corp |
LC | LendingClub Corp. |
LDRH | LDR Holding Corporation |
LEJU | Leju Holdings Limited |
LENS | Presbia |
LGIH | LGI Homes, Inc. |
LIFE | Life Technologies Corporation |
LL | Lumber Liquidators Holdings Inc. |
LMNS | Lumenis |
LNTH | Lantheus Holdings, Inc. |
LNVGF | LENOVO GROUP LTD ORD |
LOCO | El Pollo Loco |
LULU | lululemon athletica inc. |
MAT | Mattel Inc. |
MB | MINDBODY, Inc. |
MBII | Marrone Bio Innovations, Inc. |
MBLY | Mobileye NOW INTC OWNED |
MBUU | Malibu Boats, Inc. |
MC | Moelis & Company |
MCD | McDonald's Corporation |
MCRB | Seres Therapeutics |
MCRN | Milacron Holdings Corp. |
MIK | The Michaels Companies, Inc. |
MMI | Marcus & Millichap, Inc. |
MOLG | MOL GLOBAL, INC |
MOMO | Momo Inc. |
MONT | MONSTER OFFERS |
MPG | MPG Office Trust Inc. |
MRIN | Marin Software Inc. |
MRK | Merck & Co Inc. |
MS | Morgan Stanley |
MSFT | Microsoft Corporation |
MTLS | Materialise NV |
MXPT | MaxPoint Interactive, Inc. |
MYCC | ClubCorp Holdings, Inc. |
NADL | North Atlantic Drilling Ltd. |
NCFT | FIRST TRUST BANK (NC) |
NCR | NCR Corporation |
NDRM | NeuroDerm |
NEOT | Neothetics (Pending) |
NEP | China North East Petroleum Holdings Limited |
NERV | Minerva Neurosciences Inc. |
NEWR | New Relic Inc. |
NFLX | Netflix Inc. |
NK | NantKwest, Inc. |
NKE | Nike Inc. |
NMBL | Nimble Storage, Inc. |
NSANF | NISSAN MOTORS (F) |
NSANY | NISSAN MTR SPON AD |
NTCT | NetScout Systems, Inc. |
NTRA | Natera, Inc. |
NVTA | Invitae |
OAK | Oaktree Capital Group |
OCIP | OCI PARTNERS LP UTS |
OCIR | OCI Resources LP |
OEC | Orion Engineered Carbons SA |
OGZPY | OAO GAZPROM ADR |
OMAM | OM Asset Management Plc |
ONCE | Spark Therapeutics |
ONDK | OnDeck Capital |
OOMA | Ooma |
OPWR | ONLINE POWER SUPPLY |
ORCL | Oracle Corporation |
OUTR | Outerwall Inc. |
OXFD | Oxford Immunotec Global PLC |
PAYC | Paycom Software, Inc. |
PBPB | Potbelly Corporation |
PCTY | Paylocity Holding Corporation |
PEGI | Pattern Energy Group Inc. |
PEN | Penumbra, Inc. |
PEP | PepsiCo Inc. |
PESC | Pool Energy Services Co |
PFE | Pfizer Inc. |
PG | Procter & Gamble Co. |
PINC | Premier, Inc. |
PLAY | Dave & Buster's Entertainment, Inc. |
PLNT | Planet Fitness, Inc. |
PN | Patriot National, Inc. |
PNC | PNC Financial Services GroupThe |
PRTY | PARTY CITY HOLDCO INC. |
PSJ | PowerShares Dynamic Software Portfolio |
QIWI | QIWI PLC |
QSR | Restaurant Brands International Inc. |
QTS | QTS Realty Trust, Inc. |
QUNR | Qunar Cayman Islands Limited |
QURE | uniQure B.V. |
RARE | Ultragenyx Pharmaceutical Inc. |
RBA | Ritchie Bros Auctioneers Inc. |
RDUS | Radius Health, Inc. |
RICE | Rice Energy Inc |
RIGP | Transocean Partners LLC |
RP | RealPage Inc. |
RPD | Rapid7 (Pending) |
RSX | MARKET VECTORS RUS ETF |
RWLK | ReWalk Robotics |
SABR | Sabre Corporation |
SBMRF | SABMILLER PLC ORD |
SBUX | Starbucks Corporation |
SC | Santander Consumer Holdings USA Inc. |
SCAI | Surgical Care Affiliates, Inc. (see UNH) |
SCPB | SPDR Series Trust |
SCTY | SolarCity Corporation |
SEDG | SolarEdge Technologies, Inc. |
SEMI | SunEdison Semiconductor Limited |
SERV | ServiceMaster Global Holdings, Inc. |
SFS | Smart & Final Stores, Inc. |
SFXE | SFX Entertainment Inc. |
SHAK | Shake Shack |
SHLX | Shell Midstream Partners, L.P. |
SHOP | Shopify Inc. |
SIEN | Sientra, Inc. |
SIG | Signet Jewelers Limited |
SLV | iShares Silver Trust |
SNE | Sony Corporation |
SNOW | Intrawest Resorts Holdings, Inc. |
SODA | SodaStream International Ltd. |
SPLS | Staples Inc. |
SPWH | Sportsman's Warehouse Holdings, Inc. |
SRLP | SPRAGUE RESOURCES LP |
SSNI | Silver Spring Networks, Inc. |
SSNLF | SAMSUNG ELECT LTD(F) |
STAY | Extended Stay America, Inc. |
STI | Suntrust Banks Inc. |
STOR | STORE Capital Corporation |
STZ | Constellation Brands Inc. |
SUM | Summit Materials |
SWHC | Smith & Wesson Holding Corporation |
SYF | Synchrony Financial |
T | AT&T Inc. |
TBK | Triumph Bancorp |
TCPI | TCP International Holdings Ltd. |
TCS | The Container Store Group, Inc. |
TD | Toronto-Dominion Bank |
TDOC | Teladoc, Inc. |
TEGP | Tallgrass Energy GP LP |
TERP | TerraForm Power, Inc. |
TGT | Target Corporation |
THD | iShares MSCI Thailand Investable Market Index Fund |
TMHC | Taylor Morrison Home Corporation |
TNDM | Neutral Tandem, Inc. |
TNET | TriNet Group, Inc. |
TPRE | Third Point Reinsurance Ltd. |
TRRU | Torch Energy Royalty Trust |
TRUE | True Car, Inc. |
TRUP | Trupanion, Inc |
TSE | Trinseo S |
TSLA | Tesla Motors Inc. |
TSQ | Townsquare Media, Inc. |
TUBE | TubeMogul |
TWTR | Twitter Inc |
UBS | UBS AG |
UNVR | Univar Inc. |
VA | Virgin America Inc |
VBLT | Vascular Biogenics Ltd. |
VCSH | Vanguard Short-Term Corporate Bond ETF |
VEEV | Veeva Systems Inc. |
VIRT | VIRTU FINANCIAL, INC. |
VJET | Voxeljet AG |
VKTX | Viking Therapeutics |
VLP | Valero Energy Partners LP |
VNCE | Vince Holding Corp. |
VNM | Market Vectors Vietnam ETF |
VOD | Vodafone Group plc |
VRNS | Varonis Systems Inc |
VSLR | Vivint Solar |
VTL | Vital Therapies, Inc. |
VTTI | VTTI Energy Partners LP |
VWR | VWR Corporation |
W | WAYFAIR INC. |
WB | Weibo Corporation |
WBAI | 500.com Limited |
WFC | Wells Fargo & Co. |
WFM | Whole Foods Market Inc. |
WING | Wingstop |
WIX | Wix.com |
WK | Workiva LLC |
WLKP | Westlake Chemical Partners LP |
WMS | WMS Industries Inc. |
WMT | Wal-Mart Stores Inc. |
WNRL | WESTERN REFINING LOGISTICS LP |
WSTC | West Corp |
WUBA | 58.com Inc. |
WYNN | Wynn Resorts Limited |
XENE | Xenon Pharmaceuticals |
XENT | Intersect ENT |
XNCR | Xencor, Inc. |
XOM | Exxon Mobil Corporation |
XTLY | Xactly Corp. |
YDLE | Yodlee, Inc. |
YHOO | Yahoo! Inc. |
ZEN | Zendesk, Inc. |
ZSPH | ZS Pharma, Inc. |
ZU | zulily, Inc. |
CEO & CIO | |
DRD Investments | |
2012 - Present (8 years 1 month) | |
A family office focused on managing a long/short hedge fund, real estate assets, venture capital and various other financial assets for the Dion family. |
CEO | |
Fidelity Independent Adviser | |
1995 - Present (25 years 4 months) | |
Financial newsletter publisher. |
Chairman and CEO | |
Litchfield Financial Corporation | |
1988 - 1995 (8 years 1 month) | |
Consumer Finance Company |
University of Maine School of Law | |
J.D. | |
1976 / 1979 | |
Law |
Saint Michael's College | |
BA | |
1972 / 1976 | |
Business and Economics |
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