Matthew D. Sauer, Esq. – President & Chief Investment Officer
Matthew Sauer, Esq., is the founder and Chief Investment Officer of MDS Wealth Advisors. He personally guides the investment decisions for his select group of clients to enable them to maximize their assets, now and into the future.
Matt is also the Founder and Chief Investment Officer of the Mutual Fund Investor Guide family of newsletters. Each month he and his staff analyze and provide buy, sell and hold recommendations for hundreds of mutual funds, ETFs, and dividend funds in three newsletters: The Investor Guide to Fidelity Funds, The ETF Investor Guide and The Investor Guide to Vanguard Funds.
Matt has a BA in Political Science and Economics from Bucknell University, a Juris Doctor from Albany Law School of Union University, and an MBA from the State University of New York at Albany. He is a licensed attorney in the State of New York. Having passed the securities licensing exam, Matt is an Investment Advisor Representative in the Commonwealth of Massachusetts.
The following individuals have worked with Matt for over fifteen years. We are a small team committed to excellence.
Alison C. Lyons – Senior Vice President and Director of Client Relations
Alison has worked in financial services for over 15 years. She works directly with Matt on the day to day operations of the firm. She has become proficient in managing the needs of our clients. As the point person with our custodians, Alison continues to build strong relationships which help to exceed client expectations and experience. Alison resides in North Adams, MA with her husband and two children.
Steven M. Diamond – Vice President and Portfolio Strategist
Steve holds a BA from Massachusetts College of Liberal Arts where he studied Business and Economics. Having passed his Series 65 exam, Steve is a Licensed Registered Investment Advisor in the state of MA. Steve has worked in the financial services industry for over 15 years, with experience working as a licensed agent in the field of insurance and annuities. This knowledge brings an understanding of how those pieces fall into the overall financial picture of our clients. Steve works daily with Matt and our clients to ensure their portfolio is properly allocated to withstand all market conditions. Steve has been a lifetime resident of Williamstown, MA.
Matthew R. Cowie – Vice President and Portfolio Analyst
Matt graduated with a degree in Economics from Washington & Lee University. Having passed his Series 65 exam, Matt is a Licensed Registered Investment Advisor in the state of MA. Matt conducts daily research, follows market trends and is our lead analyst. He works directly with Matt Sauer and identifies investment positions that will be beneficial in various market conditions. Matt is also responsible for the execution of trades within our client accounts. After spending eight years living and working in China, Matt has become extremely familiar with international markets which brings an added layer of expertise to our analysis. Matt resides in Adams, MA with his wife and two children.