David Bogonovich, President and CEO Northeast Money Management, LLC 3172 Dorset West Road Dorset Vermont, 05251 Office: 802-231-0086 Cell: 413-884-3025 firstname.lastname@example.org View David Bogonovich ADV 2B – 2017 Prior to founding Northeast Money Management, Mr. Bogonovich spent 18 years working for Atlas Private Wealth Management and its predecessor firm, Dion Money Management. As a Senior Vice President and Wealth Management Adviser at Atlas, David served on their Investment Committee. While at Dion, 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. Mr. Bogonovich founded Northeast Money Management to provide his family and a select group of clients with private 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. Having steered his clients through the dot.com bubble of 2000/2001 and the financial crisis of 2008/2009, David has gained valuable experience in managing wealth through good times and bad. As so often is the case, economic dislocations in the economy can distract clients and hinder them from realizing goals. To better serve his clients, David looks for investment options that would, not only grow clients’ wealth but also, help them preserve it in good times and bad. Mr. Bogonovich has a BS degree in accounting from Boston College and, as an investment adviser representative with Spire Investment Partners, holds a series 65 license. David and his wife, Sheila have three adult children and one granddaughter, Maeve Louise. He enjoys being with his family and fly fishing the rivers and streams of his native Green Mountain State. David also serves as a senior adviser to two startup web companies, Openwords.com and OceanEditors.com.