Peter John Raimondi
Chief Executive Officer bij Dakota Wealth Management LLC (Florida)
Profiel
Mr. Peter J.
Raimondi, III, is a Chief Executive Officer & Founder at Dakota Wealth LLC and a Chief Executive Officer & Chief Investment Officer at Dakota Wealth Management LLC.
Mr. Raimondi was previously employed as a President by Boston Private Wealth LLC, by The Colony Group LLC., and a Founder & Chief Executive Officer by Banyan Partners LLC.
He received his undergraduate degree from Boston University and a graduate degree from Boston University.
Actieve functies van Peter John Raimondi
Bedrijven | Functie | Begin |
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Dakota Wealth Management LLC (Florida)
Dakota Wealth Management LLC (Florida) Investment ManagersFinance Dakota Wealth Management LLC provides investment management and advisory services. The company was founded by Peter John Raimondi III and is headquartered in Palm Beach Gardens, FL. | Chief Executive Officer | 01-05-2018 |
Dakota Wealth LLC
Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Chief Executive Officer | 01-04-2006 |
Eerdere bekende functies van Peter John Raimondi
Bedrijven | Functie | Einde |
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Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Chief Executive Officer | 26-11-2014 |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | President | - |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | President | - |
Opleiding van Peter John Raimondi
Boston University | Graduate Degree |
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Bedrijven in privébezit | 5 |
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The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Dakota Wealth LLC
Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
Dakota Wealth Management LLC (Florida)
Dakota Wealth Management LLC (Florida) Investment ManagersFinance Dakota Wealth Management LLC provides investment management and advisory services. The company was founded by Peter John Raimondi III and is headquartered in Palm Beach Gardens, FL. | Finance |