Dakota Wealth Management
Dakota Wealth Management is an independent wealth management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit Dakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.
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Verified contacts
74
available on Kipplo
LinkedIn employees
79
51 to 200 range
Open roles
—
no listings
Distinct roles
48
indexed titles
Tech stack
1
tools in use
Monthly traffic
316
organic / mo
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Decision-makers and verified team members
74 contacts with verified email or phone · masked until revealed.
- AG
Andrew Gerstner
Head Trader · Finance & Accounting
EmailPhone - BO
Brett Orvieto
Managing Director, Senior Wealth Advisor · Finance & Accounting
EmailPhone - BC
Bridget Cunningham
Senior Portfolio Manager · Finance & Accounting
EmailPhone - BM
Broderick Mullins
Principal, Senior Wealth Advisor · Finance & Accounting
EmailPhone - BG
Bryan Gregorich
Director of Operations · Operations
EmailPhone - EB
Eric Bratvold
Director Senior Relationship Manager · Other
EmailPhone - FP
Frank Pineno
Managing Director-senior Wealth Advisor · Finance & Accounting
EmailPhone - JL
Jeff Levin
Managing Director, Senior Wealth Advisor · Finance & Accounting
EmailPhone - JJ
Joshua Josh Crossman
Managing Director - Senior Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 74 verified contacts
Top roles at Dakota Wealth Management
48 distinct titles indexed · top 10 shown.
- 5relationship associate
- 4managing director
- 4managing director, senior wealth advisor
- 3principal, senior wealth advisor
- 3senior relationship associate
- 2associate wealth advisor
- 2director of finance, principal
- 2research analyst
- 2senior portfolio manager
- 2senior relationship associate, principal
- +38more titles
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