Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions.

Investment Management

Dakota Wealth Management

Peter J. Raimondi

Gina K. Bartell

Lou della Valle

Leslie Arsenault Metz

Donald S. Loveless

Josh Crossman

Brian Suskevich

Betsy Rector

Fiore Zotos

Rhys Williams

Jessie Hughes

Dannielle Moussally

John H. King

Madison Strahan

Diane L. Dillon

Marilyn Rios

Bonnie A. Sewell

Peter Augustin

Bryan P. Keller

Matthew J. Haddad

David Strachan

Jill D. Rance

David McDonald

Will Kamery

Wendy Kneebone

Andrea Gorniok

Tamara Ertley

Mary Beth Cosentino

Amy B. Armstrong

Marie Albin

Myranda J. O’Bara

William J. Mikus

Kayla Berg

Todd Lermitte

Frank Pineno

Jeffrey D. Levin

Tim Melly

Bridget A. Cunningham

Luke S. Baxter

Brett W. Orvieto

Patrick G. Hahn

Greg Horn

Wealth Management Specialists

Leadership Team

Finance and Trading

Marketing and Communications

Teams at Dakota Wealth Management

Wealth Management Specialists

Leadership Team

Finance and Trading

Marketing and Communications