Beau Berry
Beau Berry is the Operations Analyst at Dakota, where he manages the firm’s portfolio management system and ensures the integrity and accuracy of client information. He also supervises the precise execution of trades and reporting.
Before joining Dakota, Beau served as the team lead for client operations at a Florida-based Turnkey Asset Management Platform. He holds a Bachelor’s Degree in Marketing from Florida State University.
When Beau isn’t ensuring Dakota runs smoothly, you can find this Palm Beach native enjoying life with his wife, two children, and dog. He has a passion for visiting the beach, playing pickleball, and exploring local parks. Additionally, Beau dedicates his time to volunteering as a youth athletics coach for flag football, soccer, and basketball.
