Peter Raimondi

Peter Raimondi Email and Phone Number

Founder and CEO @ Palm Beach Gardens, FL, US
Palm Beach Gardens, FL, US
Peter Raimondi's Location
Palm Beach Gardens, Florida, United States, United States
Peter Raimondi's Contact Details

Peter Raimondi personal email

n/a

Peter Raimondi phone numbers

About Peter Raimondi

At a time when the financial industry has resorted to computer-generated asset allocation models and passive investment strategies, I founded Dakota Wealth Management to offer high net worth clients exceptional personalized service, differentiated investment strategies and thoughtfully designed portfolios. Dakota’s exceptional team sets a new standard for wealth management, dedicated to creating multi-generational wealth and success for our clients and partners. After 40 years in the investment management industry, Dakota Wealth Management is my third RIA venture, having also founded Banyan Partners (acquired by Boston Private in 2014) and The Colony Group. You can learn more about me and the Dakota team 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.

Peter Raimondi's Current Company Details
Dakota Wealth Management LLC

Dakota Wealth Management Llc

Founder and CEO
Palm Beach Gardens, FL, US
Peter Raimondi Work Experience Details
  • Dakota Wealth Management Llc
    Founder And Ceo
    Dakota Wealth Management Llc
    Palm Beach Gardens, Fl, Us
  • Dakota Wealth Management Llc
    Founder & Ceo
    Dakota Wealth Management Llc May 2018 - Present
    Palm Beach Gardens, Florida
  • 3Point1, Llc
    Private Consultant For Rias
    3Point1, Llc May 2016 - Apr 2018
    Palm Beach Gardens, Florida
  • Boston Private Wealth
    Chief Executive Officer
    Boston Private Wealth Oct 2014 - Apr 2016
    Boston, Massachusetts
    View
  • Banyan Partners
    Founder & Ceo
    Banyan Partners Jul 2006 - Oct 2014
    Palm Beach Gardens, Fl
    Investment Management
    View
  • The Colony Group
    Founder & Ceo
    The Colony Group Apr 1986 - Jun 2006
    Boston, Ma
    View
  • The Ayco Corporation
    Associate Attorney
    The Ayco Corporation 1983 - 1985
    Albany, Ny

Peter Raimondi Skills

Asset Managment Investments Portfolio Management Equities Fixed Income Financial Analysis Mutual Funds Investment Advisory Asset Allocation 401k Alternative Investments Asset Management Investment Strategies Bloomberg Finance Options Hedge Funds Financial Planning Financial Services Financial Advisory Private Equity Investment Management Retirement Retirement Planning Securities Series 7 Series 63 Wealth Management Valuation Wealth Wealth Management Services Trading Venture Capital Strategic Financial Planning

Peter Raimondi Education Details

Frequently Asked Questions about Peter Raimondi

What company does Peter Raimondi work for?

Peter Raimondi works for Dakota Wealth Management Llc

What is Peter Raimondi's role at the current company?

Peter Raimondi's current role is Founder and CEO.

What is Peter Raimondi's email address?

Peter Raimondi's email address is pr****@****ers.net

What is Peter Raimondi's direct phone number?

Peter Raimondi's direct phone number is +161791*****

What schools did Peter Raimondi attend?

Peter Raimondi attended Boston University School Of Law, Boston University, Massachusetts College Of Art And Design.

What skills is Peter Raimondi known for?

Peter Raimondi has skills like Asset Managment, Investments, Portfolio Management, Equities, Fixed Income, Financial Analysis, Mutual Funds, Investment Advisory, Asset Allocation, 401k, Alternative Investments, Asset Management.

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