Kathryn Dion, CFA

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Kathryn has more than 30 years of experience in business finance and investment management providing asset management for individuals, businesses and non-profit organizations. Kathryn is an excellent resource for entrepreneurs, family business owners, and others with specialized financial needs. Prior to co-founding Bigelow Investment Advisors, Kathryn was a senior vice president and investment director at TD Banknorth Wealth Management.

Kathryn earned her B.A. in Political Science from Brandeis University and her M.B.A. from Cornell University. Kathryn is a holder of the right to use the Chartered Financial Analyst® designation.

After graduating from Cornell, Kathryn worked for Bank of Boston in their Treasury Department. In 1984, Kathryn moved to Maine and joined the Investment Division of UNUM where she was a securities analyst specializing in the financial services and transportation industries. In 1991, Kathryn and a business partner started Acadia Asset Management which she eventually folded into Peoples Heritage Trust and Investment Group in 1997.

Kathryn has served on many non-profit boards and on her town planning board. She is currently a member of the Investment Committee of the Maine Women’s Fund.

EXPERIENCE:
30+ year veteran in business finance and investment management
Founder of Bigelow Investment Advisors and President
TD Banknorth Wealth Management, SVP and Investment Director
Peoples Heritage Trust and Investment Group, Investment Advisor
UNUM, Securities Analyst

EDUCATION:
Cornell University, M.B.A
Brandeis University, B.A. in Political Science

MEMBERSHIP & CERTIFICATION:
Chartered Financial Analyst (CFA) Charterholder
CFA Society Maine
CFA Society Boston

CFA: Chartered Financial Analyst. This designation is issued by the CFA Institute. Candidates must have one of the following prerequisites: possess an undergraduate degree and four years of professional experience investment decision making; or four years of qualified work experience (full time, but not necessarily investment related). The candidate is required to follow a self-study program involving 250 hours of study for each of the following three disciplines: Level One: Ethics & Professional Standards; Level Two: Investment Tools & Asset Classes; and Level Three: Portfolio Management & Wealth Planning. Once the designation is issued, no further Continuing Education is required.