At a time when the financial industry has resorted to computer-generated asset allocation models and passive investment strategies, I founded Dakota Wealth Management to offer high net worth clients exceptional personalized service, differentiated investment strategies and thoughtfully designed portfolios. Dakota’s exceptional team sets a new standard for wealth management, dedicated to creating multi-generational wealth and success for our clients and partners. After 40 years in the investment management industry, Dakota Wealth Management is my third RIA venture, having also founded Banyan Partners (acquired by Boston Private in 2014) and The Colony Group. You can learn more about me and