, Director of Operations
Bryan Gregorich believes his ability to stay ahead of the ever-changing financial services industry allows him to lead a team that adapts quickly and effectively. Bryan’s primary responsibility is to oversee Dakota’s capabilities relating to investment and CRM systems, workflow integration, data integrity, custodian management, and assist with acquisition integration.
Prior to joining Dakota, Bryan was the Director of Investment Operations at MAI Capital Management where he oversaw the portfolio accounting system, billing process, GIPS verifications, and trading process. He was the Chair of the GIPS Committee and member of the Risk, Valuation, and Integration committees. During his 9-year tenure at MAI, he assisted with the integration of more than 25 acquisitions onto internal platforms.
Bryan earned his MBA from Lake Erie College and a BA in Finance and McDonough Leadership Certificate from Marietta College.
Bryan resides in Cleveland, Ohio with his wife Colleen and chocolate lab Teddy. He is an avid Cleveland sports fan and enjoys spending time with friends and family.