Brockenbrough
Christopher Dion, CFA has extensive experience in investment management and financial services. Christopher currently serves as the Co-Chief Investment Officer for Institutional Investments at Brockenbrough, where they manage approximately $4 billion in assets. Within Brockenbrough Institutional, they focus on managing $2 billion of the firm's assets for a select group of Endowment and Foundation partners. Dion employs the 'Endowment model' and emphasizes manager selection in both public and private markets.
In addition to their role at Brockenbrough, Dion serves on the Board of Directors for Southport Acquisition Corporation (NYSE:PORT).
Prior to their current roles, Dion held various positions in investment management. Christopher served as Chairman of the Investment Committee for Virginia529, the largest college savings plan in the country, from 2008 to 2020. Christopher also served on the Board of Directors for the University of Richmond 403b Retirement Plan and held the position of Associate Director of Investments at Spider Management Company.
Earlier in their career, Dion worked as a Vice President in Portfolio Management and Investment Research at Atlantic Capital Management and as an Investment Banking Analyst at Wheat First Butcher Singer (First Union / Wachovia).
Throughout their career, Dion has demonstrated expertise in investment management, portfolio management, and investment research.
Christopher Dion, CFA completed their Bachelor of Science in Business Administration (BSBA) with a major in Accounting and a concentration in Finance at the University of Richmond - Robins School of Business from 1995 to 1999. Prior to that, they attended Girard High School from 1991 to 1995. Christopher also obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in August 2004.
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Brockenbrough
Brockenbrough is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans. • Our firm was founded on the principles of trust, transparency, collaboration and exceptional service. • Our culture promotes teamwork, innovation, and successful client outcomes. • Investment portfolios are managed in a disciplined manner to achieve strong risk-adjusted returns over time. Our team is our competitive advantage. Our overarching belief is that teamwork outperforms individual work. We believe an engaging work environment that is exciting, challenging, positive, and rewarding stimulates teamwork and success. • Our entire staff shares the vision of exceeding clients’ expectations. • We are responsive, passionate and dedicated to meeting the unique needs of our clients. • We have managed assets through a wide array of economic, political, and investment cycles. • Our team thrives when presented with complex situations that require sophisticated solutions. • Our staff is long tenured, providing our clients with familiarity and investment continuity. For more information, please call (800) 787-7414 or visit our website: www.brockenbroughinc.com Brockenbrough does not approve or endorse any third-party communication posted on this site.
Employees
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