Robert DiMeo
Managing Director, Chairman
As Manging Director and Chairman, Bob’s primary responsibilities include business development, mentoring colleagues and advising a select number of clients. Bob co-founded the Fiducient Advisors in 1995, which joined Wealthspire in 2025, and served as CEO from its inception through July 2023. Bob 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 co-hosted Nonprofit Investment Stewards, a podcast for nonprofit leaders.
Prior to co-founding Fiducient Advisors, Bob served as Vice President for Kidder, Peabody’s Institutional Consulting Group. Bob obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and his bachelor’s degree from Bradley University. Bob has mentored for and served on the board of Year Up Chicago and served as a board member for the Special Olympics Illinois Foundation and the Associated Colleges of Illinois. He is a member of the Cardinal’s Council for Catholic Charities, where he serves on the Investment/Finance Committee. Bob also serves as a director for the Geneva Lake Water Safety Patrol.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
