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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Brett Orvieto
Managing Director at Dakota Wealth Management, LLC


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 Investment Committee. Brett was recently 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.

Brett and his wife, Lauren, live in Fort Lauderdale with their two children. He is a member of the March of Dimes’ Board of Directors in Broward County, a founding member of the Boys and Girls Club of Broward County’s Hall Society, and is active with Soref JCC. Brett also teaches financial literacy classes to kids as part of Dakota’s Game Changers program.

Agenda Sessions

  • The Macro Market Overview-Future Trends in Asset Allocation

  • Stacking the Deck: Building the Ultimate Client Experience in Today’s Economic Climate