
Jim DiPisa, CFA
CEO & FOUNDER
Jim DiPisa, with nearly two decades experience in M&A, investment banking, and capital markets, founded Dalphia Partners, a M&A advisory firm dedicated to the wealth management sector. The firm’s name "Dalphia" blends his daughters' names, "Dahlia" and "Sophia," highlighting the fusion of family values and business. At Robertson Stephens Wealth Management, Jim's expertise shone as he crafted and executed an M&A playbook, resulting in tenfold AUM growth via sixteen acquisitions of RIA firms and advisor teams over a five-and-a-half-year span.
With distinguished roles at Goldman Sachs, Dynasty Financial Partners, and Credit Suisse, Jim brings extensive experience to Dalphia Partners. A Lehigh University alumnus with dual Bachelor's degrees and a CFA charterholder, Jim's professional drive is matched only by his commitment to his family. At Dalphia Partners, clients don't just get an advisor; they get a committed partner.