Dakota was founded in 2006 for the express purpose of creating a marketing firm where high quality, hard working people could come and build a career in sales in the investment business. Dakota’s stated corporate purpose is “to grow our talent.” We believe in growing every individual at our firm and we believe if our team members are growing in their careers, our clients will be very happy. Our company mantra is to be a pro every day, which means to perform in a world class manner in every facet of the business.
Gui Costin is the founder of Dakota Funds Group, a 3rd Party Marketing firm, and Stage Investor Network (stageinvestors.com), a mobile platform for investment manager digital content.
In 2006 Gui founded Dakota Funds Group to provide sales and marketing services to boutique investment firms. Since that time Dakota has grown to 10 people and has raised ~$20 billion for 15 different investment firms. The one thing Gui is most proud of is his team: “Without the longstanding, extraordinary people we have at Dakota, we’d be a fraction of our current selves. It’s all about the people you have on your team and how you treat them.”
In 2016, the team at Dakota began building a mobile platform for investment management firms to post their digital content for due diligence analysts to consume anytime, anywhere. The trend of digital, mobile and self-service content is massively evident in our society. Dakota has lived a lifetime of selling investments “door-to-door” and felt the investment business needed to evolve and start to create content for professional investors where they could initially learn a lot about a strategy without having to talk to someone, get instant updates on their portfolio investments and make it accessible anytime, anywhere.
Gui is a graduate of the University of Virginia and lives in Bryn Mawr, PA with his wife, three kids and three dogs.
Dan is the President of Dakota and has been with the firm since 2008. He has primary relationship responsibility for a group of consultants, sub-advisors, independent broker-dealers and RIAs. Dan joined Dakota Funds Group as Vice President and the firm’s Investment Director, leading many of the sales and marketing efforts. Prior to joining Dakota, he was employed as a Product Director at The Hartford, the Director of Investor Relations at Penn Square Real Estate Group and a Relationship Manager for institutional clients at The Vanguard Group. Dan graduated from Villanova University in 2000 with a Bachelor’s degree in Finance.
As Chief Investment Officer of Dakota Funds Group, Chris O’Grady tries to blend his classic analytical training with structural trends in the marketplace. Through rigorous dialogue with allocators and asset managers, Chris and the team try and forecast where investment trends are topical and where these ideas fit in client portfolios. In addition to his role as CIO, Chris maintains responsibilities for managing relationships with distribution platforms across multiple channels. Chris has history with investment products outside the norm, particularly alternative investments, and he leads many of the sales efforts for Dakota’s alternative investment products.
Chris brings more than 25 years of industry experience to the firm. Prior to joining Dakota in January 2013, Chris founded Access Distribution Partners, where he helped raise several billion in assets. He also served as the Director of Marketing for the firms BHR Fund Advisors, Guidance Capital, and Circle T Partners. From 2002-2005, Chris was employed as a trader and portfolio analyst with Coda Capital Management, where he assisted in portfolio evaluation and the firm’s wholesale marketing effort. Chris also held management positions with Bank of America Securities, Credit Suisse First Boston, and Goldman Sachs. Chris holds a bachelor’s degree in International Studies from University of Notre Dame and is Series 3, 7, 63, and 65 licensed.
Tim Brown is Chief Strategist and Chief Financial Officer for Dakota Funds Group. He joined Dakota Funds in April 2018 with more than 15 years of experience in strategy, finance and entrepreneurial practice. Tim has always been passionate about achieving better results for clients. In fact, Tim’s background in delivering sustainable success for his clients positions him well to lead efforts in setting strategy, negotiating contracts with partners and vendors, and managing the financial operations for Dakota Funds.
Prior to joining Dakota, Tim held positions with some of the world’s most recognized institutions including Bain & Co., where he served as a Consultant; Ernst & Young, where he served as an Auditor; and a renewable technology startup where he was Chief Strategy Officer and Vice President.
Tim holds a Bachelor of Science degree in Accounting from Carrol School of Management, Boston College and a Masters of Business Administration from the Darden School of Business, University of Virginia.
Joining Dakota back in 2007, Tracy Rogers is Chief Administrative Officer and Director of Client Service. But to her colleagues, she’s “Command Central”. Highly focused on steering and executing the processes and procedures she put in place, Tracy ensures Dakota continues to provide an exceptional client experience. She feels fortunate to have been a part of Dakota’s growth over 11 years from a two-person company to what it is today. Her responsibilities have paralleled this growth.
Tracy not only organizes the day-to-day operations, but drives the customer service part of the business. She responds to client inquiries and requests, meeting deadlines as they are defined. A face at industry trade shows and conferences, Tracy loves interacting on both sides of the business, with industry professionals and investment advisors, alike.
Prior to joining Dakota Funds Group in 2007, Tracy was Director of Client Services for Penn Square Real Estate Group and an Annuity/New Business Underwriter for Allianz Life Insurance Company of North America. She holds a bachelor’s degree in Business Management from Gettysburg College where she played on the women’s varsity tennis team for four years.
As Vice President, Institutional Sales for Dakota Funds, Andrew O’Shea is laser-focused on relationship building and new business development. Paralleling his work on both internal and external sales, Andrew is a serious research analyst. In fact, he has become the team’s “go-to” guy for facts and figures, while leading much of the sales efforts for Dakota partner clients.
Prior to joining Dakota in 2014, Andrew worked at Collegiate School in Richmond, VA, where he focused on new growth initiatives, leading the transition of a new athletic campus to a profit center through the development of new sports leagues and events.
Andrew earned a Bachelor of Arts in Economics and Commerce from Hampden-Sydney College, where he was a recipient of the prestigious Davis Fellowship and a four-year member of the Varsity Lacrosse team. He is Series 7 and Series 63 licensed.
Tim Dolan is Vice President, Institutional Sales, for Dakota Funds Group. In 2011, Tim began his Dakota Funds’ journey as a college intern, joined the team full time in 2012 and hasn’t looked back. He has become one of Dakota’s most versatile salesmen, possessing valuable broad-based knowledge about its services and clients. This knowledge complements Tim’s insights gleaned from multiple trips to the major metro areas, or “NFL cities” as his colleagues call it, in developing new opportunities and building on existing relationships.
Tim leads many of Dakota’s current Client relationships in the traditional and alternative investment space. He also works alongside Dakota’s sales team developing opportunities in the RIA, independent broker-dealer, consultant, and wirehouse channels by participating in conference calls and face-to-face meetings.
A 3-year varsity ice hockey player in college, Tim holds a bachelor’s degree in Business Administration with an emphasis in Marketing from the University of Missouri and is Series 6 and 63 licensed.
Ryan Creighton began his time at Dakota Funds Group as a 2012 summer intern, supporting the Sales Team with research projects and competition studies. He joined Dakota full time in 2014 as Vice President of Institutional Sales and has responsibility for account management, internal and external sales, new business development, uncovering new RIAs
Studying product trends, market differentiators, and historical performance across multiple investment channels, Ryan generates relative analytical reports for the Dakota Funds Sales Team.
Ryan holds a bachelor’s degree in Business Administration from the University of North Carolina. He was a four-year varsity lacrosse player, captaining the team in his senior year. He is Series 6 and 63 licensed.
Joining Dakota Funds Group in 2017 as part of the Institutional Sales Team, Rob Robertson manages traditional mutual fund and ETF accounts, develops new business, and assists the team through internal and external sales.
More recently, Rob’s day-to-day responsibilities have expanded to include sales and new business development for Stage Investor Network: a mobile platform for investment management firms to post their digital content for due diligence analysts to consume anytime, anywhere.
Prior to joining Dakota Funds, Rob held the position of internal wholesaler for Franklin Square Capital Partners, where he maintained relationships with financial advisors throughout the Philadelphia area.
Rob earned his bachelor’s degree in Economics from Lafayette College. He played on the men’s golf team all 4 years and captained it during his senior year. Rob is Series 7 and 63 licensed.
Since joining Dakota Funds Group in 2018 as part of the Institutional Sales Team, Cole Berman provides the team with multi-pronged data resources in support of the company’s business strategies. He researches, updates, and expands competitor analytics, product and industry studies daily, ensuring that the support he provides to the Sales Team continues to be dynamic.
Following his participation on prospect and current client meetings and conference calls, Cole summarizes his notes, disseminates them to the team, and updates Dakota’s CRM database, Salesforce.com. This helps the team with sales tracking and opportunity reporting.
Cole holds a bachelor’s degree in Government from Georgetown University where he played 4 years on the men’s golf team and captained it in his senior year. He is currently the co-head coach of The Haverford School’s varsity golf team.
As Senior Director of Technology, Tim Mitchell is responsible for developing, implementing, and maintaining existing and new technical solutions, as well as managing all vendor relationships.
With over 15 years of strategic IT experience in the investment business, including considerable project management involvement, Tim assisted in building Stage Investor Network: Dakota’s mobile platform for investment managers to post their digital content. The Stage Investor Network is the first open due diligence platform connecting institutional investors and asset managers. Using this platform, professional investors can learn about a strategy or get instant portfolio investment updates without having to talk to anyone.
Prior to joining Dakota, he was responsible for overall strategic formulation and execution of technology at Directed Trustee Services – a branch of Equity Trust Company. Earlier in his career, he was responsible for all IT of a multi-branch community bank and managed all technology needs for Coho Partners LTD., an investment management firm.
A trumpet and chess aficionado, Tim holds a bachelor’s degree in Economics from Wheaton College.