Managing partner, co-chair of management committee, Dakota Wealth Management
Expanding Dakota Wealth Management’s growing millennial-oriented business is Brett Orvieto’s goal. A managing partner at the billion-dollar-plus RIA firm, Orvieto heads its office in Fort Lauderdale, Florida, which he had operated independently from 2013 until joining Dakota in 2018. Orvieto also serves as co-chair of the firm’s management committee and on its investment committee. The latter responsibility draws on his six years’ experience as an equities trader on Wall Street before he returned to his home state of Florida and became an adviser.
“All my focus now is on serving and attracting younger clients,” he said. Part of that effort involves working on his firm’s webinars and other outreach efforts. Because he likes “introducing people to investing, regardless of how little they have to invest,” Orvieto says he always tries to involve and educate the children and grandchildren of clients, setting up small accounts for them and explaining money-related issues.
As part of his commitment to education, Orvieto also teaches an introductory course in money and personal finance to middle-school students through the Boys and Girls Club of Broward County. To enhance his own knowledge, he is a member of Pershing’s Next Leadership Forum, a professional and personal development program that is offered to select next-gen leaders.
— Evan Cooper