• Skip to main content
  • Skip to footer

Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

Dinah Wellington

Vice President

As Vice President with Robertson Stephens, Dinah is responsible for client portfolio administration and office management within the firm’s Pasadena office.  In this critical role, she handles a variety of administrative tasks including client reporting and meeting preparation, client relationship management, database maintenance, document retention and recordkeeping.  She works closely with client CPAs for charitable gifting and end-of-year tax reporting.

Working closely with portfolio manager, Karen McClintock, Dinah is part of a collaborative team that is committed to serving clients with the highest standard of care.  Her role involves communicating with clients and acting as a point of contact with client custodians to ensure funds are properly handled in accordance with client directives.  Dinah’s dedication to excellence is evident in her use of technology to enhance workflow efficiencies.

Prior to Robertson Stephens, Dinah worked alongside Karen as an Executive Assistant with LS Investment Advisors (2008-2021), Portfolio Management Partners, a division of Natixis Asset Management Advisors LP (2006-2008) and Loomis, Sayles & Company, LP (1997-2006).  Before joining Loomis Sayles,

Dinah attended AA-Catherine College of Business.  Her professional care and dedication extend to her volunteer work.  As a devoted parishioner of St. Sophia Orthodox Cathedral for nearly 22 years, Dinah has served on the Parish Council, Executive Board and Los Angeles Greekfest Committee.

Print Friendly, PDF & Email

Back to Entire Team

Previous Team Member

Next Team Member

We are a boutique firm that offers a comprehensive suite of wealth management solutions.

Talk To Us

Footer


Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Careers
Who We Are | What We Do | Insights | News Room | Careers

Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio