Jim DiPisa, CFA®

Chief Business Development Officer, Principal

Jim DiPisa is a Managing Director of Business Development for Robertson Stephens. Jim has over 10 years leadership experience at Goldman Sachs Equities Division, Dynasty Financial Partners and Credit Suisse Investment Banking & Capital Markets.

Previously, Jim was a Senior Vice President of Investments at Dynasty Financial Partners, responsible for manager and model portfolio recommendations across traditional and alternative asset classes at Dynasty Financial Partners, a platform for registered investment advisors and hybrid advisors. Most recently, Jim worked for the CFO team of the Investment Banking & Capital Markets Division of Credit Suisse. He started his career at Goldman Sachs within the Equities Division in New York.

Jim graduated from the Integrated Business & Engineering (IBE) Honors Program with a BS in IBE Industrial Engineering and a BS in Finance from Lehigh University. He is a CFA® charterholder and member of the CFA Society New York. Jim lives in Orange County, CA with his wife Rebecca and two daughters.

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