Greg Horn

Greg Horn Email and Phone Number

Chief Development Officer at Dakota Wealth Management @ Dakota Wealth Management
Greg Horn's Location
Greater Philadelphia, United States, United States
Greg Horn's Contact Details
About Greg Horn

At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As the Chief Development Officer, I am responsible for expanding Dakota’s presence in the Philadelphia region and beyond, growing the practice organically, and via advisor tuck-ins, acquisitions, and joint ventures.“Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at www.dakotawm.com.Dakota Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.

Greg Horn's Current Company Details
Dakota Wealth Management

Dakota Wealth Management

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Chief Development Officer at Dakota Wealth Management
Greg Horn Work Experience Details
  • Dakota Wealth Management
    Chief Development Officer
    Dakota Wealth Management Jul 2021 - Present
    Palm Beach Gardens, Florida, Us
    On July 1, 2021, Persimmon Capital Management, LP, a nearly 24 year old RIA, finalized its merger with Dakota Wealth Management, LLC, Palm Beach Gardens, FL. Dakota is a $6.3 B AUM growing team of 85 professionals in 15 offices in 8 states, providing wealth management, asset management, investment research, financial planning, estate planning and advanced tax services. I will lead the wealth management efforts in the Philadelphia region and head the growth activity for Dakota in the area. We are actively seeking like-minded advisors to join the Dakota team. Please reach out if you would like to have a discussion.
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  • Persimmon Capital Management, Lp
    President And Managing Partner
    Persimmon Capital Management, Lp Dec 1998 - Jul 2021
    Persimmon Capital Management, LP (PCM) was formed in 1998 to serve a limited number of high net worth families, foundations and endowments. With over 30 years of capital market and wealth management experience, Mr. Horn leads the PCM team to deliver highly attentive wealth management services to its clients with a very low client to adviser ratio. We develop a customized investment policy for each client that includes an assessment of goals, risk tolerance, integration with other assets and estate planning structure. We then develop a detailed asset allocation plan and through our deep traditional and alternative investment research we construct a portfolio to achieve our client's goals. We then measure progress toward agreed upon objectives and recommend strategic and tactical portfolio shifts as necessary.
  • Alphahedge Capital Partners, Llc
    Chairman And Ceo
    Alphahedge Capital Partners, Llc Dec 2011 - Dec 2018
    AlphaHedge Capital Partners, LLC, was formed to deliver carefully researched long/short equity hedge fund managers and their strategies to the adviser community via separately managed accounts. (www.alphahedge.com). AlphaHedge has become a disrupter in the hedge fund industry by bypassing the traditional limited partnership structure and all of the inefficiencies and lack of transparency, liquidity and control imposed by LP's. If approved for the platform, highly talented long/short equity hedge fund managers’ strategies are efficiently delivered via our scalable managed account platform into the RIA, B/D and consultant marketplace in the form of individually managed accounts providing advisers and their clients with the characteristics they expect in a separately managed account: transparency, liquidity and control.
  • Advisorport
    Founder And Ceo
    Advisorport Aug 1999 - Dec 2005
    Us
    ADVISORport was formed in 1999 to address the investment research and reporting needs of large financial institutions and independent investment advisors. The firm developed a business process outsource (operations center) and application service provider solution (web based delivery) that provided investment manager research, investment product design and development, custody interfaces, portfolio accounting and client reporting. The company was sold in 2003 to PFPC and later renamed under the PNC corporate unbrella as PNC Managed Investments. It is now under the ownership of Bank of New York/Mellon. The platform services major financial institutions and investment advisors representing over $100 billion in assets under administration.
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  • Ashbridge Investment Management, Inc.
    President
    Ashbridge Investment Management, Inc. Feb 1992 - Dec 1998
    Co-founded the multi-family wealth management advisory arm for the Grace family office. Developed all facets of the research, advisory and operations functions for the business. Asset and client growth from 1 client and $80 million in AUM in 1992 to 40 clients and nearly $1 billion in AUM by the end of 1998. Left to form Persimmon Capital Management, LP in December of 1998.
  • Mellon Bank
    Vice President
    Mellon Bank Jan 1990 - Feb 1992
    Headed up the Personal and Family division for Mellon Private Capital Management, the High Net Worth division of Mellon Bank's Trust department in the Philadelphia Region.
  • Mid-Atlantic Companies, Ltd
    Vice President
    Mid-Atlantic Companies, Ltd 1988 - 1990
  • First Capital Analysts
    Vice President
    First Capital Analysts 1987 - 1988
  • Balcor
    Vice President
    Balcor 1983 - 1987

Greg Horn Skills

Wealth Management Hedge Funds Asset Allocation Portfolio Management Asset Management

Greg Horn Education Details

  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    Management
  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    Marketing

Frequently Asked Questions about Greg Horn

What company does Greg Horn work for?

Greg Horn works for Dakota Wealth Management

What is Greg Horn's role at the current company?

Greg Horn's current role is Chief Development Officer at Dakota Wealth Management.

What is Greg Horn's email address?

Greg Horn's email address is gh****@****tal.com

What is Greg Horn's direct phone number?

Greg Horn's direct phone number is +148457*****

What schools did Greg Horn attend?

Greg Horn attended University Of Wisconsin-Whitewater, University Of Wisconsin-Whitewater.

What are some of Greg Horn's interests?

Greg Horn has interest in Human Rights, Children, Education, Health.

What skills is Greg Horn known for?

Greg Horn has skills like Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Asset Management.

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