Dakota Wealth Management announced the official opening of its office in Syracuse and the hiring of three individuals in the new office located at The Foundry, 432 N. Franklin Street, Suite 80, Syracuse.
Bridget A. Cunningham joined the firm as a senior portfolio manager. She was at Key Private Bank for 28 years, where she managed close to $1 billion in assets. Cunningham holds the Certified Investment Management Analyst designation and is a member of Dakota Wealth’s Investment Committee. She earned her degree in business administration and finance from State University College at Oswego, and is active in her hometown of Cazenovia where she serves as a member of the St. James finance committee and Cazenovia Fire Department finance committee.
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William Kamery was hired as a senior wealth adviser. He was at Key Private Bank for 7 years after beginning his career in financial services at Morgan Stanley. He is a graduate of Hobart College. He is on the board of directors at The McMahon/Ryan Child Advocacy Center and serves as the acting treasurer. He is the past president of the Drumlins East Golf Club and Strathmore Neighborhood Association in addition to serving on the Rescue Mission’s legacy planning committee.
John H. King was hired as a senior wealth advisor. King was at Key Private Bank for 15 years. He holds the Certified Merger and Acquisition Advisor and Certified Wealth Strategist designations. He graduated from Elmira College and is currently pursuing his MBA from Syracuse University. He is on the board of directors of First Tee youth development organization in Syracuse and is the co-director of a Jamesville DeWitt youth lacrosse organization. He was named a Central New York Business Journal ‘40 under 40′ in 2016. He is also a member of Forbes finance council.
Cunningham, Kamery and King all left jobs at Key Bank to join the company.
Dakota Wealth Management is an independent investment management, wealth and estate planning, and full-service tax planning firm serving high-net-worth individuals, families, and institutions. Headquartered in Palm Beach Gardens, the firm has 13 office locations in 9 states. The Syracuse location is the firm’s first office in New York.
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