Robert Dalie

Executive Director of Investments, the Summa Group at Oppenheimer & Co., Inc.

Robert Dalie

Robert Dalie

Executive Director of Investments, the Summa Group at Oppenheimer & Co., Inc.

Biography

Robert Dalie, Executive Director - Investments. Robert is an Executive Director of Investments with the Summa Group of Oppenheimer & Co. Inc. and is head of the team’s focused efforts on planning services. He is known for engaging with clients on their personal financial planning issues to develop best fit strategies. Areas of proficiency include personal financial trust and estate planning services; wealth transfer; philanthropic strategies; cash flow dynamics and a host of other financial topics.

Robert has been able to differentiate himself by combining a quantitative background with the ability and desire to provide a deep level of relationship management. He enjoys solving complex issues and translating them into strategies that clients can easily digest and understand. These unique qualifications led Robert to quickly become an invaluable member of the team.

Today, his expertise in dealing with founders, senior executives, entrepreneurs and fiduciaries has allowed him to become part of several clients’ team of business professionals that deal with large scale pre and post liquidity events. Throughout these engagements he has developed a reputation for work with sudden wealth from inheritance, divorce, stock options, concentrated positions and business sales.

Robert has a great deal of passion for this business that began over 15 years ago. He has been with The Summa group since inception. Formerly he worked for an institutional wealth management group. In this capacity, his role included business development, quantitative research, and financial modeling.

He is a member of the Los Angeles Financial Planning Association (FPA), and holds the Certified Financial Planner™ (CFP®) designation from the Certified Financial Planner Board of Standards, Inc. He graduated from Pepperdine University with BA in business administration and a BS in sports medicine where he also played water polo. He is an Eagle Scout.

Robert resides in Glendale with his wife (they met at Pepperdine) and their four children. Soccer, water polo, cub scouts, swimming, and gymnastics activities for the kids keep the family happy and very busy!

Overview
Career Highlights

Oppenheimer & Co., Inc.
Oppenheimer Funds

RelSci Relationships

822

Number of Boards

2

Number of Awards

1

Interests

Philanthropy, Sports, Cooking, Travel

Relationships
RelSci Relationships are individuals Robert Dalie likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Executive Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Operations Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Managing Director & Chief Marketing Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Chief Executive Officer & Head of Investment Banking, EMEA at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Senior Managing Director, Equities at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Financial Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Executive Vice President & General Counsel at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Managing Director, Chief Compliance Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Senior Managing Director, Chief Information Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Senior Managing Director, Global Head of Fixed Income at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

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Robert Dalie
Executive Director of Investments, the Summa Group at Oppenheimer & Co., Inc.
Education
BA in Business Administration
Memberships
Member
Current

The financial planning profession exists to help consumers make wise financial decisions to achieve their life goals. FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. FPA is the community that fosters the values of financial planning and advances the financial planning profession.

Eagle Scout
Prior

The Boy Scouts of America is one of the nation's largest and most prominent values-based youth development organizations. The BSA provides a program for young people that builds character, trains them in the responsibilities of participating citizenship, and develops personal fitness. For over a century, the BSA has helped build the future leaders of this country by combining educational activities and lifelong values with fun. The Boy Scouts of America believes — and, through over a century of experience, knows — that helping youth is a key to building a more conscientious, responsible, and productive society.

Career History
Executive Director of Investments, the Summa Group
Current

Oppenheimer & Co. Inc. is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, they have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Oppenheimer is a wholly owned subsidiary of Oppenheimer Holdings Inc., an integrated financial services holdings company. Oppenheimer is a registered broker-dealer and investment advisory firm.

Executive Director Investments
Prior

OppenheimerFunds, Inc. has been helping investors achieve their financial goals since 1960. We are one of the nation's largest and most respected asset management companies. At OppenheimerFunds, we believe that in order for you to reach your financial goals, your investments must perform. That is why investment excellence—over the long term and across the range of our products—is our highest priority. OppenheimerFunds and its controlled affiliates offer a broad range of products and services to individuals, corporations and institutions, including mutual funds, separately managed accounts, investment management for institutions, qualified retirement plans and subadvisory investment-management services. OppenheimerFunds is widely recognized as a leader in educating and empowering investors and for its award-winning customer service. To help us make this site of more value to you, we would appreciate your feedback. Contact us to share your thoughts or suggestions.

Awards & Honors
CFP (Certified Financial Planner)
Other Affiliations

Robert Dalie is affiliated with Oppenheimer & Co., Inc., Oppenheimer Funds

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