Marc J. Dion, CFA

Principal / Chief Investment Officer / Lead Portfolio Manager

Mr. Dion joined Morgan Dempsey in February 2004 as the Lead Portfolio Manager for the Large Cap Value strategy. He is a seasoned investment professional with over 30 years of experience in the financial services industry. Marc has Portfolio Manager responsibilities for all of the Morgan Dempsey investment strategies, and is the Chief Investment Officer for the firm.

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

Chief Investment Strategist
First National Bank of Omaha
2001–2003

Senior 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–Michigan
B.A. History