WILLIAMSTOWN – William Schmick has been named as vice president and portfolio strategist in the client services department of Dion Money Management and Fidelity Independent Adviser.
"I am extremely pleased that our companies have been able to attract people with this caliber to work in Berkshire County," said President Donald R. Dion Jr. "He brings a sound set of financial and economic skills to the management team at Dion."
Schmick works directly with clients establishing professionally managed portfolios. His responsibilities include research, both in the equity and bond markets, and a constant awareness of financial and economic events. Schmick uses his experience and knowledge base to help clients of the firm find the right balance in their portfolios in order to meet their short and long-term financial objectives.
He earned bachelor's degree in journalism from Temple University in Philadelphia in 1974 and his master of business administration degree in 1991 from New York University. He joined Dion Money Management two years ago.
Schmick passed the Series 65 exam and is an investment adviser registered in Massachusetts. He is studying for his CFP certification. He resides with his wife in Hillsdale, N.Y.
Dion Money Management manages more than $750 million for families, trusts, businesses, schools and nonprofit organizations. Affiliate Fidelity Independent Adviser publishes a family of monthly and weekly investment newsletters read by more than 80,000 investors around the world. For more information, call 413-458-4700 between 8 and 5:30 weekdays.
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