Dimitri joined us in the spring of 2022 after leading a multigenerational family business for 15 years. With several years of experience in advising and client service at Fidelity Investments and Northwestern Mutual, Dimitri helps support our client service and client onboarding efforts.
During his 15 years in hospitality, Dimitri quadrupled the revenues of the restaurant his parents had founded in 1990. And with his commitment to service and relationship-building, he turned it into a local institution with deep ties to its community and a reputation for giving back.
“I love following through on things,” Dimitri says of his personal work style, “making sure the task at hand is done, no matter how big or small.” And in both hospitality and financial advising, says Dimitri, you always need to look beyond the numbers.
“I enjoy building relationships that reach past the financial statement—whole relationships that allow me to know what my clients want in life, what their big-picture goals are, what they want for their kids and their legacy.”
Dimitri holds a bachelor’s degree in business administration and management from Colby-Sawyer College and is studying to become an Accredited Investment Fiduciary® and Chartered Financial Consultant® (ChFC®).
A former college soccer player, he enjoys playing sports with his daughter and son. For his involvement in charitable efforts—from sock drives for local shelters to Thanksgiving Day meal donations—Dimitri has been recognized as a “Hometown Hero” by the Concord Monitor. He is the treasurer of the Holy Trinity Greek Orthodox Church of Concord, NH.