Peter Augustin

Director, Wealth Advisor at 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.

Timeline

  • Director, Wealth Advisor

    Current role

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