Dakota Wealth Management is the third registered investment advisory firm (RIA) created by acclaimed investment […]

Michael Reed brings a doctorate in operational management, an executive certificate in Wealth Management from […]

As Chief Experience Officer, Carina is responsible for providing leadership and mentoring to the other […]

As Associate General Counsel, Leslie is responsible for counseling Dakota on legal matters, particularly its […]

Kayla Berg serves as Chief Compliance Officer for Dakota Wealth Management, overseeing regulatory compliance for […]

Bryan joined Dakota Wealth as a founding partner in 2018, where his role is focused […]