Matthew Steiger is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. He previously worked at Columbia Management Investment Advisers, LLC, and Stillwater Investment Management, LLC. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm combines fundamental, technical, and quantitative analysis to create diversified, long-term investment portfolios and is actively involved in managing pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.

James Tonrey Jr. is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds the Series 63 designation and previously worked for Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. Dakota Wealth, LLC serves a diverse client base, including individuals, trusts, charitable organizations, and pooled investment vehicles, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a blend of fundamental, technical, and quantitative analysis across various asset classes and manages several pooled and private fund structures.

Amy Enderlein is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Stillwater Investment Management, LLC for 19 years. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment process integrating fundamental, technical, and quantitative analysis, and is involved in managing pooled investment vehicles and private fund structures.

Eric Bratvold is a financial advisor at Dakota Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stillwater Investment Management, LLC for 15 years. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm’s investment approach combines fundamental, technical, and quantitative analysis to create diversified, customized portfolios, and it is actively involved in managing pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.