Verified recordInvestment Management

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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Email

1 credit

r•••••••@dakotawm.com

Phone

5 credits

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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.

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Robert Pavlik Email & Phone Number @ Dakota Wealth Management | Kipplo Discover