PALM BEACH GARDENS, Fla., November 3, 2020 — Dakota Wealth Management is pleased to announce the promotion of Bryan P. Keller to Chief Strategic Officer.
Dakota Wealth Management was established by industry icon Peter Raimondi to create a significant multi-generational wealth management business for both its clients and partners. Bryan founded Dakota Wealth Management with Peter and others in 2018. His experience and determination has been instrumental in developing merger & acquisition opportunities, investment policy, portfolio management, custodian and trading platforms, all while ensuring a superior client experience.
“Bryan has been an invaluable member of the Dakota family since its founding in 2018,” notes Peter Raimondi, Founder & CEO of Dakota Wealth Management. “He has been instrumental in Dakota’s four acquisitions as well as recruiting and developing several professional additions to the firm. I’m proud to recognize his contributions with this promotion and the added responsibilities that come with it.”
“Bryan is uniquely skilled at managing the mechanical details of our investment management offering, strategically developing customized client portfolios, mentoring up and coming analysts. Additionally, he seamlessly takes a broader view of our firm’s growth by sourcing, vetting, and developing M&A candidates,” states Michael S. Reed, COO of Dakota Wealth Management. “I’m proud to work side by side with Bryan as he has become a respected and trusted leader in our company. His promotion is well-deserved and an excellent step in the evolution of Dakota.”
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 select clients. For more information, visit www.dakotawm.com.
Marie L. Albin
Partner, Director of Marketing and Communications
Dakota Wealth Management