Profil
Mr. Matthew D.
Sauer is Chief Operating & Compliance Officer at Dion Money Management LLC.
He earned his Juris Doctor from Albany Law School of Union University, Albany, NY, in May 2002.
Mr. Sauer is a licensed attorney in the State of New York.
He received his Master of Business Administration, May 2004 from the State University of New York at Albany.
He graduated from Bucknell University, Lewisburg, PA, earning his Bachelor of Arts in Political Science and Economics in May 1999.
He passed the NASD Series 65 exam.
Anciens postes connus de Matthew David Sauer
| Sociétés | Poste | Fin |
|---|---|---|
Atlas Private Wealth Management LLC
 Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Compliance Officer | - |
Formation de Matthew David Sauer
| Bucknell University | Undergraduate Degree |
| The State University of New York | Masters Business Admin |
| Albany Law School | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Finance |
