How A $1.2 Billion Wealth Management Firm Got Ahead Of The COVID-19 Curve

April 15, 2020 / Jason Bisnoff, Forbes Staff

As the severity of the COVID-19 pandemic became clear in the early months of 2020 at Dakota Wealth Management, the investment committee meetings suddenly featured an unlikely voice: chief operating officer, Michael Reed.

Reed helped launch the firm in 2018, but prior to this moment, he’d never been an active participant in its investment meetings.

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His insights are now invaluable, pulling from nearly three decades in healthcare as an administrator for hospitals, medical groups, and medical foundations before making a move to wealth management. As the number of COVID-19 cases and deaths multiply daily, sending the economy into a downward spiral, Dakota’s five-person investment team is looking to Reed for information on what lies ahead as he taps his network of healthcare experts. 

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