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 ...more

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 www.dakotawm.com.less