Chris DiMeo
Head of M&AChris serves as Head of M&A for Wealthspire, leading merger and acquisition initiatives and seeking partnerships with entrepreneurs in the wealth management, business management, and retirement plan advisory industry. He brings over 10 years of experience in corporate development through his previous roles at NFP where he focused on sourcing, evaluating, and executing strategic acquisitions that supported the growth of a national financial services platform that was eventually sold to Aon.
Chris has deep familiarity with the wealth management space, with experience spanning the full deal lifecycle—from valuation and due diligence through structuring and integration—with a focus on offering solutions to growth-oriented advisors that allow them to better serve their clients.
Currently residing in Chicago, he earned an MBA in finance from Northwestern University’s Kellogg School of Management and an undergraduate degree in economics from the University of Wisconsin–Madison.
Previous Experience
- Vice President, M&A at NFP
- Case Manager at Lenox Advisors
Education & Credentials
- MBA, Northwestern University – Kellogg School of Management, Finance
- BS, University of Wisconsin-Madison, Economics
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
