As a Client Service Associate 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 report and meeting book preparation, client relationship management database maintenance, document retention and recordkeeping, implementing procedures, processes and techniques to complete projects in line with firm activities and goals, travel arrangement and expense reimbursement as well as working 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 both individual and institutional clients with the highest standard of care. Her role involves communicating with clients, as needed, and often acting as a point of contact between Karen and client custodians to ensure funds are properly handled in accordance with client directives. Dinah’s dedication to excellence is evident by 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 was an Executive Administrative Assistant for City National Bank (1988-1997), where she assisted trust officers and firm executives with a multitude of operational, administrative and client servicing matters.
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.