Dakota Wealth Management
A native of Northeast Ohio, Peter Augustin prides himself on delivering a client experience that is rooted in traditional Midwestern values and pairs expertise with effective communication. He brings a highly diversified background to his role as Client Advisor in Dakota’s Akron office.
After earning a Bachelor of Science in Finance degree from DePaul University, Peter spent six years working with high net worth clients at Morgan Stanley Wealth Management and Robert W. Baird & Co. in Chicago. He holds the Certified Financial PlannerTM designation.
Peter and his wife Tess live in Akron with their two children. They enjoy any activity that can be done outdoors.
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Dakota Wealth Management
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions.