Experience

• 

  Onota Partners, Inc.

  • 71 South Church Street, Pittsfield, MA 01201

  • Partner

    • Aug 2020 - Present
    • 71 South Church Street, Pittsfield, MA 01201
• 

  B

  • Berkshire County, Massachusetts, United States

  • Semi Retired

    • Apr 2020 - Aug 2020
    • Berkshire County, Massachusetts, United States

    As Managing Director and Portfolio Manager, I lead the investment team and worked with the firm's largest clients. Since April, 2020, I have stepped back from that role and am focusing on writing and advising. – “All statements in Articles/Posts, other than statements of historical fact, are ...

• 

  Dion Money Management

  • Williamstown, MA

  • Senior Vice President

    • May 2006 - May 2009
    • Williamstown, MA

    I managed money for 400 families with assets of $450 million. In addition, wrote financial and investment columns for 25 newspapers and magazines weekly. During this time, I successfully preserved and protected clients' assets through the worst crisis in financial history.

• 

  Arnhold and S. Bleichroeder

  • New York City, NY

  • International Insititutional Sales

    • 1997 - 2003
    • New York City, NY

    I advised the largest institutional clients of the firm including Janus, CALPERS, Soros,Funds and Fidelity,

• 

  Merrill Lynch

  • New York City, NY

  • Manager of Foreign Equity Sales

    • Jan 1983 - Dec 1987
    • New York City, NY

    I introduced U.S. investments into equity markets throughout the world. I hired and trained sales, trading and research teams throughout my division.

• 

  USMC--Vietnam Conflict

  • I Corps, Republic of South Vietnam

  • Sergeant, two combat promoitions

    • May 1966 - May 1970
    • I Corps, Republic of South Vietnam

    I volunteered, for four years of service after graduating from high school. I was a member of now-famous Combined Action Program ( much of modern-day urban warfare in Middle-East is now modeled on U.S. CAP experiences in Vietnam).I served two tours, including TET Offensive and am a recipient of t...