Lou della Valle

Lou Della Valle is an experienced financial professional currently serving as the Managing Director at Dakota Wealth Management since January 2024. Prior to this role, Lou co-founded C2C Wealth Management, where responsibilities included serving as Principal and focusing on investment, wealth management, and estate planning. Lou held senior positions at LPL Financial, Lincoln Financial Group, UBS, and Morgan Stanley, gaining extensive expertise in wealth management and advisory roles. Lou earned a Bachelor's degree in Business Administration with a focus on Management and Operations from Bentley University between 1989 and 1993.