Speakers

 

Brett Orvieto
Managing Director, Senior Wealth Advisor
Dakota Wealth Management

As a Managing Director and Senior Wealth Advisor at Dakota Wealth Management, Brett Orvieto embraces the opportunity to be part of a team focused on a culture of innovation, collaboration and trust. Throughout his career, Brett has formed meaningful relationships with his clients, working to help them achieve their personal and family financial goals, a passion he shares with his partners at Dakota. Brett manages Dakota’s Fort Lauderdale office. Dakota is a leading independent RIA with over $3Billion in AUM, providing custom wealth management for individuals and multi-generational families.

In 2021, InvestmentNews selected Brett as a 40 Under 40 Honoree. Brett was chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews.