Episode 030: On this week’s episode of The Connected Advisor, I talk with Peter Raimondi, Founder & CEO at Dakota Wealth Management.

With more than 40 years of experience in the industry, Peter has built multiple successful companies, including Banyan Partners and The Colony Group. In this week’s episode, Peter shares his journey into the wealth management industry, starting with his fascination with options trading during law school. He also discusses his approach to building Dakota Wealth as an employee-owned company and the benefits of this model.

Key takeaways from this episode:

Options trading can be a valuable strategy for wealth management. However, its time-sensitive nature requires a unique skill set and constant attention.

Acquiring firms with an entrepreneurial spirit and a willingness to grow can catalyze success.

Dakota Wealth stands out by offering a sustainable equity partnership and involving the founders in shaping the company’s future.

The episode is available now on your favorite podcast platform:


Apple Podcasts


Google Podcasts

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt