DONALD R. DION JR.
Chief Executive Officer, Inland Management
Chief Investment Officer, DRD Investments
_______________________________
Send Don an Email
_______________________________
Don Dion is the CEO of Inland Management, a company focused on acquiring, subdividing, developing and marketing large tracts of land on the fringes of major metropolitan markets. Inland Management has sold land in all 48 contiguous states totaling billions of dollars. As CEO, Don is responsible for helping to maintain and enhance the firm’s strong financial position and identifying opportunities for growth.
Chief Executive Officer, Inland Management
Chief Investment Officer, DRD Investments
_______________________________
Send Don an Email
_______________________________
Don Dion is the CEO of Inland Management, a company focused on acquiring, subdividing, developing and marketing large tracts of land on the fringes of major metropolitan markets. Inland Management has sold land in all 48 contiguous states totaling billions of dollars. As CEO, Don is responsible for helping to maintain and enhance the firm’s strong financial position and identifying opportunities for growth.
In addition to his role at Inland Management, Don Dion is the Chief Investment Officer of DRD Investments, LLC. Based in Naples, FL. and Williamstown, MA., DRD Investments is a family office focused on managing a long/short hedge fund, real estate, venture capital and various other financial assets for the Dion family.
Don also serves as 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 boards 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 Michael’s College.
Previously, Don was the founder and CEO of Dion Money Management, a fee-based investment advisory firm for affluent individuals, families and non-profit organizations. Founded in 1996 and based in Williamstown, MA. and Naples, FL., Dion Money Management managed approximately one billion in assets for clients in 49 states and 11 countries. While at Dion Money Management, Don was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Don sold the firm to NYC-based Focus Financial Partners (FOCS) on September 1, 2007 and no longer manages money for other families or institutions. Don remains a shareholder of Focus Financial Partners (FOCS).
Don 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 nearly 100 thousand subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. The flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. In 2011 Don and his daughter Carolyn co-authored the Ultimate Guide to ETFs, available on Amazon.com.
Prior to founding Dion Money Management, Don co-founded Litchfield Financial Corp. (LTCH) with Summit Partners. Don served as Chairman and CEO of Litchfield, which was listed on the Nasdaq in 1992 and acquired by Textron Corp. (TXT) in 1999.
Don was also the Executive Vice President, CFO and General Counsel for Patten Corporation (BGX) from 1986 to 1988, where he played a critical role in the company’s successful initial public offering on the New York Stock Exchange.
From 1983 to 1985, Don was a corporate lawyer with the Boston Law Firm of Warner and Stackpole. Before joining Warner and Stackpole, Don worked as a C.P.A. for Ernst and Young from 1979 to 1983.
Don graduated with honors from Saint Michael’s College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. from the University of Maine Law School in 1979 and his LL.M. from Boston University Law School in 1982.
_______________________________
ALEX BIRD, CFA
Senior Vice President and Portfolio Manager
_______________________________
Send Alex an Email
_______________________________
Alex manages investments in long/short public equity, fixed income, and private companies, including early-stage startups. He is a CFA charterholder, and holds an MBA from the Isenberg School of Management at UMass Amherst, an MSc in Modern Chinese Studies from the University of Oxford, and a BA in Economics from Bucknell University. He also holds a Series 65 license. Prior to joining the firm, Alex was an MBA intern at Fidelity Investments, analyzed ETFs at Dion Money Management (now Atlas Wealth Management, part of Focus Financial Partners), and helped launch a startup in Shanghai.
Senior Vice President and Portfolio Manager
_______________________________
Send Alex an Email
_______________________________
Alex manages investments in long/short public equity, fixed income, and private companies, including early-stage startups. He is a CFA charterholder, and holds an MBA from the Isenberg School of Management at UMass Amherst, an MSc in Modern Chinese Studies from the University of Oxford, and a BA in Economics from Bucknell University. He also holds a Series 65 license. Prior to joining the firm, Alex was an MBA intern at Fidelity Investments, analyzed ETFs at Dion Money Management (now Atlas Wealth Management, part of Focus Financial Partners), and helped launch a startup in Shanghai.
_______________________________
CAROLYN DION-CERVONI
Managing Director and Attorney
_______________________________
Send Carolyn an Email
_______________________________
Carolyn is DRD Investments’ Managing Director and Attorney. She oversees trading, research, and analysis for the firm’s hedge fund and advises the firm in its venture capital and charitable activities. Carolyn also manages the firm’s real estate portfolio. Prior to joining DRD Investments, Carolyn was Vice President of Dion Money Management and a contributor and blogger at TheStreet.com. Before joining Dion Money Management, Carolyn worked on Wall Street as a Specialist on the American Stock Exchange and a Designated Market Maker on the New York Stock Exchange. Carolyn earned her J.D. from Tulane University Law School in 2014 and completed her undergraduate studies at Bowdoin College. She holds a Series 65 license.
Managing Director and Attorney
_______________________________
Send Carolyn an Email
_______________________________
Carolyn is DRD Investments’ Managing Director and Attorney. She oversees trading, research, and analysis for the firm’s hedge fund and advises the firm in its venture capital and charitable activities. Carolyn also manages the firm’s real estate portfolio. Prior to joining DRD Investments, Carolyn was Vice President of Dion Money Management and a contributor and blogger at TheStreet.com. Before joining Dion Money Management, Carolyn worked on Wall Street as a Specialist on the American Stock Exchange and a Designated Market Maker on the New York Stock Exchange. Carolyn earned her J.D. from Tulane University Law School in 2014 and completed her undergraduate studies at Bowdoin College. She holds a Series 65 license.
_______________________________
BRENDA PISCIONERI
Controller
_______________________________
Send Brenda an Email
_______________________________
Brenda has over three decades of accounting experience. Prior to her work with DRD Investments, Ms. Piscioneri was a Senior Accountant at Dion Money Management. She began her career as an accountant at Litchfield Financial (acquired by Textron Financial in 1999). Ms. Piscioneri majored in Accounting at Massachusetts College of Liberal Arts.
Controller
_______________________________
Send Brenda an Email
_______________________________
Brenda has over three decades of accounting experience. Prior to her work with DRD Investments, Ms. Piscioneri was a Senior Accountant at Dion Money Management. She began her career as an accountant at Litchfield Financial (acquired by Textron Financial in 1999). Ms. Piscioneri majored in Accounting at Massachusetts College of Liberal Arts.
_______________________________
GIDEON VIDGERHOUS, Ph.D.
Senior Consultant
_______________________________
Send Gideon an Email
_______________________________
Dr. Vigderhous is a Senior Consultant to DRD Investments. Dr. Vigderhous holds a Ph.D. in statistics and was Chief Statistician for many years at Reader’s Digest, where his expertise lay in data mining and predictive modeling. Dr. Vigderhous has consulted with numerous corporations, including Barnes and Noble, CondeNast, FCA, Guideposts, and Trump Plaza, among others. At DRD Investments, he continues to use his own methodology for hedge fund analytics. He has published extensively in professional journals and was a visiting professor at McGill and Corcordia Universities in Montreal, as well as Haifa University and The University of Tel Aviv in Israel.
Senior Consultant
_______________________________
Send Gideon an Email
_______________________________
Dr. Vigderhous is a Senior Consultant to DRD Investments. Dr. Vigderhous holds a Ph.D. in statistics and was Chief Statistician for many years at Reader’s Digest, where his expertise lay in data mining and predictive modeling. Dr. Vigderhous has consulted with numerous corporations, including Barnes and Noble, CondeNast, FCA, Guideposts, and Trump Plaza, among others. At DRD Investments, he continues to use his own methodology for hedge fund analytics. He has published extensively in professional journals and was a visiting professor at McGill and Corcordia Universities in Montreal, as well as Haifa University and The University of Tel Aviv in Israel.
_______________________________