Robert DiMeo Overview
- Firm
- Fiducient Adviso...
- Primary Position
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Co-Founder & Cha...
- Primary Industry
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Finance
- Active Board Seats
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1
Robert DiMeo General Information
Biography
Mr. Robert DiMeo is a Co-Founder & serves as Chairman at Fiducient Advisors. Prior to co-founding Fiducient Advisors (DiMeo Schneider), He served as Vice President for Kidder, Peabody's Institutional Consulting Group, where he chaired their 401(k) consulting effort. He obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and his bachelor's degree from Bradley University. He has mentored at and served on the board for Year Up Chicago. He is a board member for the Associated Colleges of Illinois, a board member for the Special Olympics Illinois Foundation and vice-chairs the investment committee for Catholic Charities of Chicago. He also serves as a director for the Geneva Lake Water Safety Patrol. His responsibilities include guiding and leading the firm's strategy as well as working with select clients. He has authored and been the subject of numerous articles appearing in prominent publications including the Los Angeles Times, Crain's Chicago Business and Pensions & Investments, and has taught courses on fiduciary responsibility and related subjects. He co-authored Asset Management for Endowments & Foundations (McGraw Hill), Designing a 401(k) Plan (Probus), The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), Nonprofit Asset Management (John Wiley & Sons) and recently authored 50 Billion Reasons to Grow Your Practice (Honor) and is co-host of the Nonprofit Investment Stewards Podcast.
Contact Information
Address
- 500 West Madison Street
- Suite 1700
- Chicago, IL 60661
- United States
Robert DiMeo Positions (1)
Firm name | Firm type | Title | Location | Industry | Since |
---|---|---|---|---|---|
Fiducient Advisors | Service Provider | Co-Founder & Chairman | Chicago, IL | LP Consultants |
Robert DiMeo Board Seats (1)
Company | Industry | Ownership Status | Financing Status | Location | Since |
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Fiducient Advisors | Chicago, IL |
Robert DiMeo Lead Partner on Deals (1)
Robert DiMeo has been the lead partner on 1 deal. Their latest deal was with Fiduciary Investment Advisors, a other financial services company. The deal was made on 22-Jan-2020.
Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
---|---|---|---|---|---|---|
Fiduciary Investment Advisors | 22-Jan-2020 | Merger/Acquisition | Completed | Other Financial Services | Windsor, CT |
Robert DiMeo Network (16)
Portfolio Executives (16)
Name | Company | Role | Deal date | Location |
---|---|---|---|---|
Katherine Marino | Fiduciary Investment Advisors | Principal, Director of Client Analytics, Defined Contribution | 22-Jan-2020 | Windsor, CT |
Matthew Kaminski | Fiduciary Investment Advisors | Partner, Research Director, Global Public Markets | 22-Jan-2020 | Windsor, CT |
Fiduciary Investment Advisors | Managing Partner & Senior Consultant | 22-Jan-2020 | Windsor, CT | |
Fiduciary Investment Advisors | Associate Director of Wealth Advisory Services | 22-Jan-2020 | Windsor, CT | |
Fiduciary Investment Advisors | Managing Partner | 22-Jan-2020 | Windsor, CT |
Robert DiMeo FAQs
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Who is Robert DiMeo?
Mr. Robert DiMeo is a Co-Founder & serves as Chairman at Fiducient Advisors.
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How much does Robert DiMeo typically invest?
Robert DiMeo's median deal size is
. -
What is Robert DiMeo’s main position?
Robert DiMeo’s primary position is Co-Founder & Chairman.
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What are the contact details for Robert DiMeo?
Robert DiMeo’s email address is di
and his phone number is +1 (312) . -
How many active board seats does Robert DiMeo hold?
Robert DiMeo holds a board seat in Fiducient Advisors.
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