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

Investment Management

Dakota Wealth Management

Dakota Wealth Management's headquarters in Palm Beach Gardens, FL, United States

Peter J. Raimondi

Tim Melly

Kurt S. Durrwachter

Gina K. Bartell

Lou della Valle

Leslie Arsenault Metz

Donald S. Loveless

Rhys Williams

Dannielle Moussally

Diane L. Dillon

Mary Beth Cosentino

Myranda J. O’Bara

Jeffrey D. Levin

Luke S. Baxter

Greg Horn

Derek E. Leon

Seth Honowitz

Alicia Caufield

Peter F. Mawn

The Wealth Management Specialists at Dakota Wealth Management focus on providing personalized investment strategies and financial planning services to high-net-worth clients. This team collaborates to assess client needs, manage portfolios, and conduct in-depth research, ensuring tailored solutions that align with clients' financial goals and risk tolerance. Through a combination of strategic advisory, market analysis, and relationship management, they strive to enhance clients' wealth and secure their financial futures.

Wealth Management Specialists

The Leadership Team at Dakota Wealth Management is responsible for setting the strategic direction of the firm, driving growth initiatives, and ensuring compliance with regulatory standards. Comprising key executives, they collaborate to enhance client services, foster innovation, and maintain the firm's commitment to excellence for high-net-worth individuals, families, and institutions.

Leadership Team

The Finance and Trading team at Dakota Wealth Management is responsible for developing and executing investment strategies that optimize portfolio performance for high-net-worth clients. This team collaborates closely with traders and financial analysts to monitor market trends, assess risk, and ensure compliance with regulatory standards, while also managing liquidity and leveraging trading opportunities to enhance asset growth.

Finance and Trading

The Marketing and Communications team at Dakota Wealth Management is responsible for enhancing the firm’s brand presence and engaging with high-net-worth clients through strategic marketing initiatives and effective communication strategies. This team collaborates closely with client services to develop tailored messaging and promotional materials that highlight the firm’s investment expertise and commitment to client satisfaction, ultimately driving growth and retention.

Marketing and Communications

Dakota Wealth Management

Org chart

Board & advisors

Teams

Wealth Management Specialists

Leadership Team

Finance and Trading

Marketing and Communications

Offices

Dakota Wealth Management

Org chart

Board & advisors

Teams

Wealth Management Specialists

Leadership Team

Finance and Trading

Marketing and Communications

Offices

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