Brett Orvieto

Managing Director at Dakota Wealth Management, LLC

Speaker

Brett is a Managing Director at Dakota Wealth Management, a multi-billion-dollar RIA headquartered in Palm Beach Gardens, FL. Brett manages Dakota’s Fort Lauderdale office and is a member of Dakota’s Integration Team. Brett was chosen as a 40 Under 40 Honoree by InvestmentNews in 2021.
Before joining Dakota, Brett was a partner for Strategic Asset Management Group (SAM Group) from 2013-18 where his responsibilities included trading and fund research. Brett was a member of SAM Group’s Investment and Strategies Committee. Prior to joining SAM Group, Brett worked as an equities trader at Morgan Stanley in New York City from 2007-13. Brett graduated with a BA in Mathematics at Emory University and a BBA in Finance from Emory’s Goizueta Business School.