In August, we celebrated the merger of Dakota Wealth Management and Springside Partners with 130 clients, colleagues and friends at Michael Angelo’s Winery in Richfield, Ohio. It was a joyous evening with great weather, camaraderie, and delicious food.
Peter Raimondi, Chief Executive Officer, entertained our guests with the story of how he met Carina Diamond on an elevator, and outlined the culture and future of Dakota Wealth. Carina, Chief Experience Officer, spoke about the importance of Dakota Wealth’s Ohio presence, and how our services to clients will expand. Team members from Palm Beach Gardens, Boston, Peabody, and Portsmouth, as well as board members, were in attendance.
We appreciate everyone that helped us celebrate this milestone. We look forward to our continued partnership!