Robert Pavlik
Senior Portfolio Manager at Dakota Wealth Management
Based in New York, United States
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Seniority
Director
Department
Finance & Accounting
Location
New York
Industry
Investment Management
Company size
91
Contact information
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r•••••••@dakotawm.com
Phone
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Background
About Robert Pavlik
Portfolio manager with experience in managing equities, fixed income and balanced portfolios while also serving as a relationship manager. At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. “Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at 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.
Decision-makers
Other people at Dakota Wealth Management
- MBDirector
Mary Beth Cosentino
Principal, Wealth Advisor · Finance & Accounting
- LAC-Team
Leslie Arsenault Metz
General Counsel · Legal
- JHDirector
John H King
Director, Senior Wealth Advisor · General Business & Management
- TSDirector
Timothy Schloesser
Director of Finance, Principal · Finance & Accounting
- SMDirector
Sean Merlonghi
Director of Investments · Finance & Accounting
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