Brett W. Orvieto
As a Managing Director at Dakota, 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. Additionally, Brett leads Dakota’s Business Development Meetings, where advisors and offices work together to utilize their distinct skill sets and expertise. With his expertise as a public speaker, Brett frequently represents Dakota on panels during industry conferences and events.
As a 2021 InvestmentNews 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, to earn a spot on the final list of 40 talented individuals.
Before joining Dakota, Brett was a partner for Strategic Asset Management Group (SAM Group) from 2013-18 where his responsibilities included trading and fund research. Brett was a member of SAM Group’s Investment and Strategies Committee. Prior to joining SAM Group, Brett worked as an equities trader at Morgan Stanley in New York City from 2007-13. He traded U.S. listed equities on the cash trading desk and spent time in energy, utilities, materials and financials. Brett also led the Special Situations trading effort focusing on risk arbitrage trading and concentrating in stock-for-stock deal transactions. Brett graduated with a BA in Mathematics at Emory University and a BBA in Finance from Emory’s Goizueta Business School.
Brett and his wife, Lauren, live in Fort Lauderdale with their two children. He is a founding member of the Boys and Girls Club of Broward County’s Hall Society, a founder member of Pershing’s NEXT Leadership Forum, and is active with Soref JCC. Brett hosts an annual Jeopardy competition for college students at Pershing’s INSITE conference and is focused on improving financial education for students.
1InvestmentNews is a national publication and each year, since 2014, they highlight what they consider 40 of the top financial advisors under the age of 40. 40 Under 40 recipients are selected after a review of key criteria editorial staff have used to weigh the average 1,000 nominations received each of this project’s five years, including accomplishment to date, contribution to the industry, leadership and promise. Award winners do not pay to win or to be considered for the award.
Brett Orvieto In The News:
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