Bryan P. Keller

Bryan joined Dakota Wealth as a founding partner in 2018, where his role is focused on Dakota’s merger & acquisition efforts, investment policy, portfolio management, custodian and trading platforms, and ensuring a superior client experience.

Bryan’s professional career started with Kobren Insight Management, a $1 billion AUM investment advisor, where he worked directly under the firm’s Chief Investment Officer, helping to analyze and review manager and fund selection and contribute to key investment policy decisions. He wrote several widely-read publications that have been featured on SeekingAlpha, Morningstar, RealMoney, and highlighted on major brokerage platform websites.

Bryan was recruited to Colonial Wealth Management in Boston in 2009, where he directly managed client portfolios and help set the firm’s investment policy. He played a critical role in the firm’s growth and eventual merger with Banyan Partners. After joining Banyan, Bryan moved to Palm Beach Gardens, Florida, to serve as a research analyst focusing on individual equity securities, as well as broad market and macro analysis. He was promoted to director of research, overseeing idea generation for the firm’s equity portfolios.

After Banyan’s acquisition by Boston Private, Bryan brought additional resources to the investment process including the use of options analytics, momentum, and technical analysis, and providing widely utilized and read research presentations and commentary to the firm’s internal and external clients.

Bryan spearheads many of Dakota’s extra-curricular activities such as office mini-golf, fantasy sports leagues, and pools for various events. Bryan, his wife, and daughters enjoy taking their dog to the beach, spending time with family and friends, and being involved philanthropically with the Drexel University Dragon Fund, and the K.I.D.S. IQ Project, an organization focused on advancing drug development for reversible intellectual disability disorders.