Brian Suskevich

Director, Senior Wealth Advisor at Dakota Wealth Management

As a Senior Wealth Advisor, Brian brings over 23 years of financial industry experience to help manage the Billings, MT Dakota Wealth Management office. He is responsible for portfolio management, research, interfacing with clients, and all other aspects of wealth management. Working closely with clients to custom-tailor their portfolios to fit their unique goals and risk tolerance is his passion. Researching different facets of behavioral finance over the years has helped broaden his knowledge and, in turn, strengthen his client relationships. In a business that revolves around numbers, it is important to not lose sight that this business is more about people than numbers. Working in a fee-only, fiduciary business environment since day one of his career has been an important function of always putting clients’ interests first.

Before joining Dakota, Brian was a partner in Loveless Wealth Management where his responsibilities included trading, portfolio management, and business development. He became a partner in Loveless Wealth Management in 2021.

Timeline

  • Director, Senior Wealth Advisor

    Current role

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