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Dakota Wealth Management

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Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions.

Industries

Investment Management

Headquarters

Palm Beach Gardens, United States

Employees

51-200

Links

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Peter J. Raimondi

CEO & Founder

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Kayla Berg

Chief Compliance Officer

Greg Horn

Chief Development Officer

Leslie Arsenault Metz

Chief Operating Officer & General Counsel

Luke S. Baxter

MD, Technology

Matthew J. Haddad

MD, Senior Portfolio Manager

Patrick G. Hahn

MD, Senior Portfolio Manager

David McDonald

MD, Senior Portfolio Manager

William J. Mikus

MD, Senior Wealth Advisor

Myranda J. O’Bara

MD, Senior Wealth Advisor

Brett W. Orvieto

MD, Senior Wealth Advisor

Marilyn Rios

MD, Senior Wealth Advisor

Jeffrey D. Levin

MD, Senior Wealth Advisor

Frank Pineno

MD, Senior Wealth Advisor

David Strachan

MD, Senior Wealth Advisor

Josh Crossman

MD, Senior Wealth Advisor

Donald S. Loveless

MD, Senior Wealth Advisor

Marie Albin

Director, Marketing & Communications

Amy B. Armstrong

Director, Client Services

Peter Augustin

Director, Wealth Advisor

Mary Beth Cosentino

Director, Wealth Advisor

Diane L. Dillon

Director, Wealth Advisor

Will Kamery