Wealth and Asset Management
How A $1.2 Billion Wealth Management Firm Got Ahead Of The COVID-19 Curve
As the severity of the COVID-19 pandemic became clear in the early months of 2020 at Dakota Wealth Management, the investment committee meetings suddenly featured an unlikely voice: chief operating officer, Michael Reed. Reed helped launch the firm in 2018, but prior to this moment, he’d never been an active…
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