Ep 55: From the Equity Desk to Wealth Management Space with Brett Orvieto

About the Show

Bridging the Gap is an all-new podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

About the Topic

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.

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