David founded Northeast Money Management to provide portfolio management, financial planning, and tax planning. A former practicing CPA and Controller, he enjoys working with each client to develop their own individualized financial projection, which stretches out over many years and serves as a guidepost to their financial future.
David possesses a rich history of work experience. Prior to founding Northeast Money Management, David spent 18 years working for Atlas Private Wealth Management. He has also worked for Dion Money Management. David worked closely with Donald Dion and edited the weekly market commentary and hotline for the Dion publication, Fidelity Independent Adviser. At its peak, the Fidelity Independent Adviser reached over 40,000 subscribers in the US!
David has also had success through the good and bad while steering clients through the financial crisis of 2008-2009 and the dot.com bubble of 2000-2001. To better serve his clients, David looks for investment options that would, not only grow clients’ wealth but also, help them preserve it.
David and his wife, Sheila, have three children and a grand-daughter. In his spare time, he enjoys being with his family and fly fishing the rivers and streams of his native Green Mountain State.
David Bogonovich, President and CEO
Northeast Money Management, LLC
3172 Dorset West Road
Dorset Vermont, 05251