Omar Dinar
As a partner on Riehl, Dinar & Associates, the team works closely with a select group of diverse business owners and professionals to help you achieve results that align with your goals. Turning your financial ambitions into action helps you care for your family and secure your legacy. Whether your needs relate to retirement income planning, trust and estate services, engaging in philanthropy, or the sale of your business, the team is here to help you support the people and causes you care about most.
After earning a M.Sc. in Finance and MBA in Management, my career in Financial Services began in 2008 at Lehman Brothers. A move to Wealth Management occurred in 2019. The change provided an opportunity to best utilize my experience and a passion for portfolio management. It also created the opportunity to provide you with a vast menu of offerings to help you pursue virtually any financial and associated lifestyle goal.
I am based on Stamford, CT and reside in Fairfield, CT with my wife, Melissa, son, Anthony, and dog, Callie. In my spare time, I enjoy traveling, reading and watching UConn basketball.
We at Riehl, Dinar & Associates work with a select group of diverse business professionals and owners to achieve clear and outstanding results. We problem solve with our clients to turn their financial ambitions into action so they can take care of their family and secure their legacy. This is accomplished while providing an exceptional client experience centered on transparent, personalized, and actionable steps to address their short term challenges and long term goals.
Equity markets and the global economy are transforming. There is a clear rebalancing taking place, which we believe is likely to result in another bull market advance. However, this time around it may...
Equity markets and the global economy are transforming. There is a clear rebalancing taking place, which we believe is likely to result in another bull market advance. However, this time around it may...
Many think of Alternative Investments as only available to a small, select set of clients. At Merrill, we have a different view. When used as part of a well-diversified investment approach, they can ...
Many think of Alternative Investments as only available to a small, select set of clients. At Merrill, we have a different view. When used as part of a well-diversified investment approach, they can ...
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
