A recent recipient of Investment News’ 40 Under 40, Brett Orvieto joins Matt on this episode of Bridging the Gap. Brett is a Managing Director at Dakota Wealth Management. He shares his journey into the wealth management space, which started with his family. From the equity desk to the wealth management business, he discusses his transition, transferring a book of business from one firm to another, and the one decision he would change.
Join Brett Orvieto and Matt Reiner in this amazing conversation.