Robert G. Pavlik
Senior Portfolio Manager
Principal
FL - Palm Beach Gardens (Headquarters)
Robert G. Pavlik
Bob brings nearly four decades of investment management experience to Dakota Wealth Management, with a career spanning portfolio management, market strategy, trading, and financial analysis across a wide range of institutions.
He joined Dakota in 2020 as a Senior Portfolio Manager, where he co-manages the firm’s equity growth strategies alongside Founder and CEO Peter Raimondi, including the Dakota Growth and Dakota Concentrated Growth strategies, and manages customized portfolios for clients seeking tailored, high-conviction investment solutions.
Bob’s relationship with Peter dates back to 2008, when Banyan Partners acquired Oaktree Asset Management. At Oaktree, he served as Chief Investment Officer, and later as Chief Market Strategist and Senior Portfolio Manager at Banyan Partners. He has also held senior leadership roles, including Chief Market Strategist at Boston Private Wealth and Chief Investment Strategist at Slatestone Wealth.
Bob has been a frequent guest on CNBC, BNN Bloomberg, and Fox Business News. He has been quoted in leading publications, including The Wall Street Journal, Barron’s, and The New York Times, and remains an active contributor to financial media, offering perspective on daily market developments.
Education
University of Bridgeport
Master of Business Administration
Central Connecticut State University
Bachelor of Science in Finance
New York Institute of Finance
Completed advanced studies in Technical Analysis under Alan Shaw
Professional Qualifications
CFA Institute
Affiliate Member
CFA Society New York and CFA Society Stamford
Member
Professional Risk Managers’ International Association
Member
Robert Pavlik In The News
Bob regularly provides market commentary to domestic and international financial media, offering perspective on equity markets, economic conditions, Federal Reserve policy and investment trends.
AUGUST 26, 2026 · REUTERS
Meta Reaches $16.68 Billion Settlement Over Social Media Case
Bob discusses how the settlement removes a significant source of uncertainty for Meta while noting that the company continues to face other lawsuits and legal challenges.
AUGUST 12, 2026 · REUTERS
S&P 500 Ends Higher as CoreWeave Results Fuel AI Optimism
Bob discusses how encouraging inflation data reduced concerns about a potential Federal Reserve interest-rate increase as technology and artificial-intelligence stocks advanced.
JUNE 24, 2026 · MARKETWATCH
S&P 500 and Nasdaq Turn Lower in Afternoon Trading on Weak Follow-Through
Bob comments on weakening market momentum and explains how selling pressure can intensify quickly when an attempted stock-market recovery fails to hold.
MAY 14, 2026 · REUTERS
Wall Street Ends Higher on Tech Rally; Investors Eye Beijing Talks
Bob comments on the sustainability of the record-setting stock-market rally and the tension between investors’ enthusiasm and concerns about how long the rally can continue.
APRIL 27, 2026 · REUTERS
Wall Street Closes Cautiously Flat in Heavy Earnings Week
Bob comments on market highs, corporate earnings, company guidance and geopolitical risk.
MARCH 20, 2026 · REUTERS
Global Bond Rout Deepens with Concern Over War-Driven Inflation
Bob discusses how rising oil prices and war-driven inflation are reducing expectations for Federal Reserve interest-rate cuts.
MARCH 20, 2026 · MARKETWATCH
Yields Jump on War Concerns. Rate Hikes Aren’t the Answer, Says Portfolio Manager
Bob discusses rising Treasury yields, inflation concerns related to the Iran war and why interest-rate increases would not resolve an oil-supply-driven inflation shock.
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