Paul Dallman, CFA®
Paul is a Vice President at Robertson Stephens. He is responsible for the recruitment, acquisition and integration of independent Registered Investment Advisors and Financial Advisors looking to improve their client service and accelerate business growth.
Prior to joining Robertson Stephens, Paul worked as a Financial Advisor at Bank of America Merrill Lynch. A native of Michigan, he spent 12 years abroad in Canada and Europe before moving to California in 2018. During his 7 years in London, he worked for Euromoney Institutional Investor, catering to the global metals and mining industry.
Paul is a CFA® charterholder and has completed the series 7 and 66 exams. He earned his BA in Classical Languages with a double minor in German and Italian from Université de Montréal, during which time he spent a year at the Freie Universität Berlin. He then attended University College London for his MA in Comparative Literature. In addition to English, he is fluent in French, German and Italian and has working knowledge of several others.
Paul is an avid reader and an ardent English Premier League soccer fan. He enjoys playing sports, chess and music in his spare time.