Robert G. Pavlik

Robert Pavlik brings more than 30 years of investment management experience to Dakota Wealth Management. His primary responsibility at Dakota is to craft bespoke investment portfolios for clients based on their unique investment objectives, needs, and risk tolerances. Bob also contributes market and investment insights as a member of the firm’s Investment Committee.

Bob’s relationship with Dakota CEO, Peter Raimondi, goes back over a decade when Peter acquired Oaktree Partners in January 2009. Bob served as Chief Market Strategist and Senior Portfolio Manager for Banyan Partners and Boston Private Wealth from 2009 to 2017. Before reuniting with Peter, Bob was Chief Investment Strategist at SlateStone Wealth.