Luke S. Baxter

MD, Technology at Dakota Wealth Management

Luke Baxter is a founding partner of Dakota Wealth Management where he provides streamlined solutions to clients and employees leveraging cutting-edge technology and innovation. His focus is on ensuring that Dakota clients and employees benefit from the latest technological advances, assuring their Dakota experience combines robust technology with the most sophisticated, industry-leading security.

Before joining Dakota, Luke was the managing director overseeing Operations and Technology at Oakmont Partners. At Oakmont, Luke was responsible for providing broad-based operational support and service to both clients and employees. In this role, Luke focused on ensuring that Oakmont is a business leader in all areas of technology and client service. In addition, Luke acted as the liaison with Oakmont’s portfolio companies and also managed the undergraduate internship program, the program that introduced Luke to Oakmont while he was a student at Emmanuel College.

Before joining Oakmont Partners, Luke worked as an internal wholesaler at Fidelity Investments on the institutional sales desk. Luke also held the position of care coordinator for Compassionate Care ALS, a non-profit organization that caters to the needs of individuals living with Lou Gehrig’s disease, and now serves on their board of directors. Luke is a graduate of Emmanuel College.

Luke enjoys life in the Merrimack Valley where he spends his free time cooking for family and friends, building computers, and tinkering with the automation possibilities of his emerging smart home.

Timeline

  • MD, Technology

    Current role

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