Contact Information
Company Information
Company
Dakota Wealth Management
Industry
investment management
Professional Summary
Luke serves as Chief Technology Officer at Dakota Wealth Management. Dakota Wealth Management operates in the investment management sector with approximately 74.0 employees. The company is headquartered in Boston, Massachusetts.
Industry & Role Insights
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MessageCEO tracks 1,661 executives in the investment management sector.
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3,781 executive contacts are available in Massachusetts.
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Our database includes 201,469 c suite-level executives.
Technologies
Outlook
Microsoft Office 365
SharePoint
Python
AI
Flutter
Keywords
investment management
financial planning
estate planning
trust planning
tax planning
business consulting
executive consulting
legacy planning
retirement planning
wealth management
tax services
divorce planning
custom portfolios
generational wealth
investment strategies
holistic financial services
personalized investment
wealth advisors
risk management
portfolio diversification
alternative investments
client-centered strategies
professional advisors
tax compliance
financial counseling
cash flow planning
asset allocation
market analysis
investment research
wealth transfer strategies
client services
proprietary strategies
risk-aware investment
tactical asset management
long-term financial goals
philanthropy planning
family financial planning
advanced options strategies
individualized financial solutions
retirement income strategies
real-time financial assessment
business financial planning
tax efficient investments
comprehensive wealth solutions
client communication
structured investment approaches
financial objectives alignment
financial health evaluation
investment performance monitoring
personal financial goals
financial services
law practice
legal services
b2b
management consulting
Related Executives
Outreach Guidance — investment management Sector
Executives like Luke in the investment management sector receive targeted outreach from sales teams, recruiters, and investors. To stand out, personalize your message with industry-specific context and a clear, specific value proposition relevant to their role at Dakota Wealth Management.
Luke's Position in the MessageCEO Database
- •Luke is 1 of 1 verified executive contact we track at Dakota Wealth Management.
- •1,640 verified executive contacts in investment management are in the MessageCEO database.
- •3,577 verified executive contacts in Massachusetts are in the database.
- •9 verified contacts work at investment management companies in the 74.0 employee range (same size as Dakota Wealth Management).
Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.
Frequently Asked Questions
How do I reach Luke directly?
Luke's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Technology Officer at Dakota Wealth Management. Access direct contact info to skip gatekeepers and reach the decision maker.
What company does Luke work for?
Luke is Chief Technology Officer at Dakota Wealth Management, a company in the investment management sector with 74.0 employees. The company is based in Boston, Massachusetts.
Can I pitch or sell to Luke?
As Chief Technology Officer at Dakota Wealth Management, Luke is a key decision-maker in the investment management sector. MessageCEO Pro gives you verified email to reach Luke directly — ideal for B2B sales, partnerships, and executive recruiting.
What industry is Luke in?
Luke works in the investment management industry as Chief Technology Officer at Dakota Wealth Management. MessageCEO provides verified contact information for executives across all major industries.
Is Luke's contact information verified?
Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Luke's profile is kept up-to-date with the latest available information.
Last updated: July 19, 2026
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