Perfil
Mr. Nick Dionisos is a President at DAGCO, Inc. He joined the firm in 1997.
He handles all aspects of investment portfolio management for the firm and works directly with clients to manage their goals and objectives.
Before joining Cornerstone, he worked as a CPA at Gomersall & Associates, Inc., working with corporate and individual clients in the manufacturing, hospitality, and construction industries.
He earned his B.A.
in Business Administration from Baldwin-Wallace College, and is a member of the American Institute of Certified Public Accountants and the Ohio Society of CPAs.
He is a Certified Public Accountant and a Series 65 license holder.
He currently serves as Treasurer of the Nafpaktian Cultural Foundation, Inc., a 501(c) (3) charitable organization which promotes Greek culture and heritage in the Greater Cleveland area.
Cargos activos de Nick Dionisos
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DAGCO, Inc.
DAGCO, Inc. Investment ManagersFinance DAGCO, Inc., dba Cornerstone Wealth Management (CWM), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Westlake, Ohio. The firm was founded by David Gomersall in 1995. CWM provides comprehensive financial planning, retirement planning, and ongoing investment management to individuals, corporations or other business entities, trusts, estates, or charitable organizations, and qualified retirement plans. | Director Ejecutivo | 01/01/1997 |
Formación de Nick Dionisos.
Baldwin-Wallace College | Undergraduate Degree |
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DAGCO, Inc.
DAGCO, Inc. Investment ManagersFinance DAGCO, Inc., dba Cornerstone Wealth Management (CWM), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Westlake, Ohio. The firm was founded by David Gomersall in 1995. CWM provides comprehensive financial planning, retirement planning, and ongoing investment management to individuals, corporations or other business entities, trusts, estates, or charitable organizations, and qualified retirement plans. | Finance |
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