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Regional Director, Senior
Consultant
DiMeo Schneider &
Associates, LLC
Rob oversees the management, strategic
initiatives and business development of the firm’s Washington, DC office. Prior to joining the firm, Rob was a co-founder
and Managing Director of ORION Investment Advisors, which was acquired by DiMeo
Schneider & Associates in 2017. Rob
has more than 30 years experience working for and with nonprofit organizations. Rob has a BA from Drake University and an MA
from Rowan University, He is very active
in the community, earning the Certified Association Executive (CAE) designation
from the American Society of Association Executives (ASAE). In 2010 he was named an ASAE Fellow. He is an author and regular speaker at educational
sessions for nonprofit organizations throughout the country. In addition, he volunteers with the Gospel
Rescue Mission, Habitat for Humanity, and the District of Columbia Food Bank. In his free time, Rob enjoys adventure
traveling, golf, reading and spending time with his family.
Senior Consultant
DiMeo Schneider &
Associates, LLC
Bill
services institutional clients by providing advice and counsel on all areas of
fund oversight during investment policy development, asset allocation, manager
research, portfolio structure, rebalancing and performance monitoring. Bill also serves as a member of the firm’s
Discretionary Team. Prior to joining the
firm, he served as a Director at ORION Investment Advisors for more than 17
years before the firm was acquired by DiMeo Schneider & Associates in
2017. Bill received a BS in Business
Administration from Miami University in Oxford, Ohio. He is active with several non-profit affinity
groups including the American Society of Association Executives (ASAE), the
Association Forum of Chicagoland and the Finance and Administration Roundtable
(FAR). Bill serves on the Board of
Trustees for the Phi Kappa Tau Educational Foundation and is a member of the
Investment Committee of the Wakefield Country Day School in Flint Hill,
Virginia.