Advisory

Contact:

310/446.7501

Connect With Robert:

Robert Dalie '16 C-Suite Advisor Since 2016

Executive Director, Investments | The Summa Group of Oppenheimer & Co. Inc

Biography:

Robert Dalie is an Executive Director of Investments with The Summa Group of Oppenheimer & Co. Inc. (“Oppenheimer”). He is in charge of wealth planning capabilities, one of the pillars the group is founded on.

Robert’s specific expertise and experience lends itself well to entrepreneurs, senior executives, fiduciaries and founders that have recently experienced or are about to experience a life-changing financial event. This proficiency has allowed him to play an integral role within the core advisory teams that deal with these pre and post-liquidity events. Throughout these engagements he has developed a reputation for specialized work with sudden wealth from inheritance, divorce, stock sales, estate planning and closely held business sales. To effectively offer this depth of service and experience, our practice is limited to a select group of individuals and families for whom we can have the maximum impact.

Forbes, Barron’s and Research Magazine have recognized The Summa Group in their annual advisor rankings as a top wealth management team. Robert has been a central part of The Summa Group since its founding in 2003.

http://www.thebanyanfoundation.org/

Thought Leadership By Robert:

The Past, Present, and Future of Planning

Demystifying wealth management as planning becomes ultra-personalized and financial technology disrupts old...
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Artificial Intelligence’s Potential Impact on the Investment Management Industry

Robert Dalie explores the pros and cons of AI’s growing role in the finances that run our lives
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Personal Health Is Your Most Valuable Asset

The benefits of private concierge medicine
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Demystifying the Virtual Family Office

Identifying the keys to maximizing the effectiveness of a Virtual Family Office
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc