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.