about-hero

Meet Dakota

Since our founding in 2006, our mission has remained the same: to make it easier for our clients to grow their businesses. We have always focused on our clients' growth and giving them the opportunity to have the distribution strength of a bigger firm without having to be part of a bigger firm.

Today we continue with that same mission, but have expanded from only serving boutique investment firms to also serving other investment sales professionals in a sales enablement capacity, providing data and technology to make it easier to raise capital and grow their businesses.

about-hero

New Opportunities to Serve

Our team is obsessed with serving our customers and adding value to help them grow their businesses. We have expanded to a team of 23 as we have developed new capabilities in data, software and content marketing to better serve our customers.

Meet the Dakota Team

Gui Costin
Founder, CEO
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Dan DiDomenico
President
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Chris O’Grady
Chief Investment Officer
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Tracy Rogers
Chief Administrative Officer
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Tim Brown
Chief Financial Officer, Chief Strategist
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Tim Dolan
Vice President, Institutional Sales
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Andrew O’Shea
Vice President, Institutional Sales
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Ryan Creighton
Vice President, Institutional Sales
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Steve Aitken
Vice President, Institutional Sales
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Matt LeBlanc
Director of Private Fund Strategy
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Rob Robertson
Director of Sales
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Nick Butz
Business Development Director
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Cole Berman
Business Development Director
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Andrew Vetterlein
Business Development Director
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Forry Smith
Business Development Director
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Kevin Kodzis
Business Development Director
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Jessica Urena
Marketing Director
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Samantha Ladavich
Director of Customer Success
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Anna Walsh
Customer Success Associate
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Matt Loeslein
Director of Institutional Research
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Minas Shirozian
Vice President, Software Development
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Tim Mitchell
Director of IT
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Arthur Farina
Data Analyst
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