Donald Dion

Don Dion is the owner and chief investment officer of DRD Investments, LLC, based in Naples, Fla. and Williamstown, Mass., 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. Dion no longer manages money for other families or institutions after selling Dion Money Management to New York-based Focus Financial Partners in September of 2007. Dion remains one of the largest individual shareholders of Focus Financial Partners.

Dion is the managing 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 health care institutions, particularly Massachusetts General Hospital. Dion is on three 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 served on the executive committee as a trustee of Saint Michaels College. In addition, Dion is 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. Dion was the chairman and CEO of Litchfield Financial Corp. (LTCH, a NASDAQ listed company) which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. (TXT) in 1999 for $183 million of cash consideration. Dion was the executive vice president, CFO, shareholder and general counsel for Bluegreen Corp. (BXG) from 1986 to 1988.

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, Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Dion has been spending his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Dion can be reached at donalddion@gmail.com or on twitter at @DRDInvestments.

Recent Articles By The Author

Buy Keane Group Stock Ahead of IPO Quiet-Period Expiration

Buy Keane Group Stock Ahead of IPO Quiet-Period Expiration

The release of IPO underwriter reports next Tuesday creates a buying opportunity in this stock.

Trouble Looms for Talend's Stock After the IPO Lock-Up Expiration

Trouble Looms for Talend's Stock After the IPO Lock-Up Expiration

Shares of the technology company have advanced more than 30% since it went public, and insiders will likely sell and push the price lower at their first opportunity this month.

TPI Composites Shares Will Likely Slide When the Lock-up Expires

TPI Composites Shares Will Likely Slide When the Lock-up Expires

The company's large number of pre-IPO directors, executives and other insiders will finally have a chance to cash in gains next week, and the stock could slide as a result.

Here's Why Recent IPO AquaVenture Faces Serious Headwinds in 2017

Here's Why Recent IPO AquaVenture Faces Serious Headwinds in 2017

This provider of water purification services has challenges, including questions about its profitability.

Insiders Will Likely Move Pharmaceutical Company Patheon's Stock

Insiders Will Likely Move Pharmaceutical Company Patheon's Stock

The IPO lock-up expiration for the company is looming, and investors look set to cash in and send the stock sliding.

Here's Why First Hawaiian's Stock May Be a Top Performer in 2017

Here's Why First Hawaiian's Stock May Be a Top Performer in 2017

Rising interest rates, a solid dividend and strong fundamentals will likely drive shares higher next year.

Why You Should Bet on a Decline in AdvancePierre Foods Stock Now

Why You Should Bet on a Decline in AdvancePierre Foods Stock Now

AdvancePierre Foods' IPO lockup period will expire soon. Savvy investors can profit from an expected selloff in the company's stock by selling it short now.

Look for Athene Shares to Shoot Up When Its Quiet Period Expires

Look for Athene Shares to Shoot Up When Its Quiet Period Expires

The company's strong debut performance and solid fundamentals should propel shares higher when its solid underwriters initiate coverage and release their reports.

Why You Should Buy iRhythm Technologies' Stock Right Now

Why You Should Buy iRhythm Technologies' Stock Right Now

It's time to buy shares of iRhythm Technologies (IRTC), before the banks that underwrote its IPO begin issuing research reports on the stock.

Buy Camping World's Stock Before Its IPO Quiet Period Expiration

Buy Camping World's Stock Before Its IPO Quiet Period Expiration

The retailer's strong fundamentals and management, initial public offering pricing, and solid underwriters should drive shares higher.