Marc Dion, CFA -Principal/Chief Investment Officer/Portfolio Manager

Mr. Dion joined Morgan Dempsey on February 15, 2004 returning to the Milwaukee area from Omaha, NE. Marc is a very seasoned investment professional with over 20 years of experience in the financial services industry.

Marc succeeded Kathy Morgan and is responsible for the research and management of the firm’s growth stock and dividend income portfolios. Prior to joining Morgan Dempsey, he served as Vice President and Chief of Investment Strategy for the First National Bank of Omaha. Marc spent a number of years managing portfolios at Ziegler Asset Management where he also served as Chief Investment Officer.

Principal/Chief Investment Officer/Portfolio Manager
Morgan Dempsey Capital Management, LLC
2004 – Present

Chief Investment Strategist
First National Bank of Omaha
2001 – 2003

Sr. Portfolio Manager
Davidson Investment Advisors
1999 – 2001

Chief Investment Officer
Ziegler Asset Management, Inc.
1991 – 1999

Director of Research, Director of the Investment Institute
Richard Schillfarth & Assoc.
1987 - 1991

Chartered Financial Analyst
University of Wisconsin – Madison
MBA – Finance 1986
M.A. American History 1981

Kalamazoo College – Kalamazoo, Michigan
B.A. History