Dimitri Rassias

Financial Consultant

Dimitri Rassias brings over 10 years’ experience in the investment and wealth management space. During this time, Dimitri covered all aspects of the investing process, from business development and asset allocation to risk and compliance reporting. Dimitri has a strong and unique background which allows him to take a wholistic view of client’s needs. Dimitri is passionate about providing innovative and cost-effective financial solutions to valued clients, particularly in the small business space.

Dimitri joins us from J.P. Morgan Chase where we served as a Private Client Banker. In this role, Dimitri served as the main point of contact for clients, utilizing a proactive and disciplined approach to generate growth in balances. In addition, Dimitri actively managed relationships through an advice-based approach, ensuring clients received the best products and services to match their needs. Prior to this role, Dimitri held various other roles in the investment and wealth management space, including serving as a business manager (deputy COO) for a Registered Investment Advisor with over $1Bn in regulatory AUM.

Dimitri holds an MBA from New York University and a BS in Marketing from The Pennsylvania State University. Dimitri currently lives in Montville, NJ with his wife, two children and dog Sophie.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Net Worth Management Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 973-401-2399