Fort Lauderdale, Fla. – June 7, 2021 – InvestmentNews has recognized Brett Orvieto as a 2021 40 Under 40 Honoree. Brett was chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to earn a spot on the final list of 40 talented individuals.
“I’m honored to have been chosen by InvestmentNews to be among this prestigious group of individuals,” noted Orvieto. “My goal is to expand Dakota’s millennial-oriented business, and in just 3 years of partnering with Dakota, I have expanded my team in Fort Lauderdale and grown assets under management by 57% since May 2018.”
InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.
“The 2021 class of 40 Under 40 honorees stood out in a remarkable year,” said George B. Moriarty, Chief Content Officer of InvestmentNews. “This diverse group represents the great things the financial advice industry will accomplish in the future.”
Brett, along with the others making the 8th annual 40 under 40 list, is highlighted in the June 7, 2021 issue of InvestmentNews and online at investmentnews.com.
To learn more about Brett Orvieto, the other 2021 winners, awards and the luncheon please visit
About InvestmentNews
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, podcasts and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. The InvestmentNews headquarters is located in New York, with an office in Washington D.C. InvestmentNews is part of Bonhill Group Plc.
About Dakota Wealth Management
Dakota Wealth Management is an independent investment management, wealth and estate planning, and full-service tax planning firm serving high-net-worth individuals, families, and institutions. Headquartered in Palm Beach Gardens and founded by RIA industry veteran Peter Raimondi, Dakota rejects automation and algorithms in favor of customization and skill. Peter founded and grew two other successful wealth management firms, Banyan Partners, LLC and The Colony Group. Dakota’s team of accomplished, passionate professionals elevates wealth management to an art, creating bespoke investment portfolios tailored to each individual client’s needs and circumstances. Dakota also provides a full suite of financial planning, estate and tax services for selected clients. For more information, visit www.dakotawm.com.
Disclosures: InvestmentNews is a national publication and each year, since 2014, they highlight what they consider 40 of the top financial advisors under the age of 40. 40 Under 40 recipients are selected after a review of key criteria editorial staff have used to weigh the average 1,000 nominations received each of this project’s five years, including accomplishment to date, contribution to the industry, leadership and promise. Award winners do not pay to win or to be considered for the award.
