Jim Dipisa, Cfa Email & Phone Number

Jim DiPisa, founded Dalphia Partners, an M&A advisory firm dedicated to the wealth management sector, possessing nearly two decades experience in M&A, investment banking, and capital markets. The firm's name "Dalphia" is a portmanteau of his two daughters' names "Dahlia" and "Sophia" and epitomizes Jim's commitment to intertwining the strength of familial bonds with the dynamics of business relationships (note: Jim's son, Jackson, was not born at the time of the firm's name derivation). Jim assumed a pivotal role from day one in the M&A effort at Robertson Stephens Wealth Management, a near $5B AUM RIA with national presence and private equity backing from Long Arc Capital. There, he showcased his talent in identifying and acquiring Registered Investment Advisor (RIA) firms and advisor teams. As a member of the firm's management team and operating committee, as Chief Business Development Officer, he developed a RIA M&A and advisor recruiting strategy from scratch. The successful completion of sixteen RIA firm and advisor team acquisitions during Jim's five-and-a-half-year tenure was a testament to the formulation and execution of a programmatic M&A playbook. With a career journey marked by leadership roles at revered institutions like Goldman Sachs, Dynasty Financial Partners and Credit Suisse, Jim equips Dalphia Partners with the ability to navigate complex transactions seamlessly and an invaluable network. His academic accomplishments include earning dual Bachelor of Science degrees in Finance and IBE Industrial Engineering from Lehigh University, further bolstered by his status as a CFA charterholder with active memberships in the CFA Societies of Los Angeles and New York. Jim's unwavering commitment to his wife and their three children resonates in his professional ethos. With Dalphia Partners, clients gain more than an M&A advisor - they gain a strategic ally. Under Jim's leadership, Dalphia Partners approaches each client's business and challenges with the same dedication and passion as its own, transforming transactions into partnerships and turning ideas into reality.

Listed skills include Equities, Capital Markets, Investments, Trading, and 46 others.