Robert A. DiMeo

Robert A. DiMeo has spent more than 30 years advising

families, institutions, and nonprofit organizations on the

challenges of long-term investing and capital stewardship.

He is the Founder and Chairman of an independent advisory firm

that has grown to oversee hundreds of billions in assets for endowments,

foundations, wealthy families, and institutions.

Bob is widely respected for his perspective on prudent investing,

fiduciary responsibility, and long-term decision-making. In addition

to his professional work, he serves on numerous nonprofit boards

and investment committees, helping guide decisions that support

long-term mission and impact.

He is the author of several books on investing and financial

well-being and created and co-hosted The Nonprofit Investment

Stewards, a podcast focused on the challenges facing nonprofit

leaders. He is also a frequent speaker on managing wealth across

generations and institutions.