Client Login

Dakota Wealth Management

Client Login

Our Team

Orion (detail) by Brian Rutenberg

Filter By

Peter J. Raimondi
Chief Executive Officer
Founder
Bryan P. Keller
Chief Strategic Officer
Carina S. Diamond
Chief Experience Officer
Leslie Arsenault Metz
Associate General Counsel
Kayla Berg
Chief Compliance Officer
Greg Horn
Chief Development Officer
Debbie Adams
Senior Relationship Associate
Marie Albin
Director
Marketing & Communications
Amy B. Armstrong
Director
Client Services
Peter Augustin
Director
Wealth Advisor
Autumn Azar
Relationship Associate
Luke S. Baxter
Managing Director
Technology
Terri Borzelleca Fad
Senior Relationship Associate
Lucas Colantoni
Junior Portfolio Manager
Tiffany Costa
Associate Advisor
Mary Beth Cosentino
Director
Wealth Advisor
Josh Crossman
Managing Director
Senior Wealth Advisor
Bridget A. Cunningham
Director
Senior Portfolio Manager
Tim Dick
Relationship Associate
Diane L. Dillon
Director
Wealth Advisor
Tamara Ertley
Director
Senior Relationship Associate
Andrea Gorniok
Director
Client Service Associate
Matthew J. Haddad
Managing Director
Senior Portfolio Manager
Patrick G. Hahn
Managing Director
Senior Portfolio Manager
Jessie Hughes
Director
Wealth Advisor
Will Kamery
Director
Senior Wealth Advisor
John H. King
Director
Senior Wealth Advisor
Matthew Kornack
Research Analyst
Wendy Kneebone
Director
Controller
Todd Lermitte
Director
Senior Wealth Advisor
Hillary Lester
Relationship Associate
Bethany Levin
Research Analyst
Portfolio Manager
Jeffrey D. Levin 

Managing Director
Senior Wealth Advisor
Donald S. Loveless
Managing Director
Senior Wealth Advisor
David McDonald
Managing Director
Senior Portfolio Manager
Scott McFadden
Senior Portfolio Manager
Tim Melly
Director
Senior Portfolio Manager
William J. Mikus
Managing Director
Senior Wealth Advisor
Dannielle Moussally
Director
Senior Executive Assistant
Myranda J. O’Bara
Managing Director
Senior Wealth Advisor
Brett W. Orvieto
Managing Director
Senior Wealth Advisor
Robert G. Pavlik
Senior Portfolio Manager
Francis A. Pineno
Managing Director
Senior Wealth Advisor
Dalton Preston
Senior Trader
Jill D. Rance
Director
Senior Wealth Advisor
Betsy Rector
Director, Senior Wealth Advisor
Marilyn Rios
Managing Director
Senior Wealth Advisor
Bonnie A. Sewell
Managing Director
Senior Wealth Advisor
Kylie Stevens
Associate Advisor
David Strachan
Managing Director
Senior Wealth Advisor
Madison Strahan
Director
Senior Relationship Associate
Brian Suskevich
Director, Senior Wealth Advisor
Reiner Westby
Senior Research Analyst
Rhys Williams
Director
Senior Wealth Advisor
Fiore Zotos
Director
Systems Coordinator
Seth Honowitz
Board Member
Peter F. Mawn
Board Member
Derek E. Leon
Board Member
Alicia Caufield
Board Member