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John Washington

John Washington

Data Research Analyst

John Washington joined our team as an Intern in the Summer of 2021. He joined Dakota full-time in 2023 working closely with the Data Team as Data Research Analyst. Prior to interning with us, John has been a camp counselor at Camp Tecumseh in New Hampshire using his leadership skills.

John graduated from Muhlenberg College with a degree in Finance and Business Administration. During his time at Muhlenberg, he was captain of the football team and apart of the Investment Society club. Outside of work, he spends his time with family and friends watching sports of some fashion.

Blogs Written By John

August 2024 Financial Advisor and RIA Moves and Acquisitions

In August, the independent wealth management space saw significant movement, with firms like LPL Financial, Raymond James, and RBC Wealth Management actively recruiting teams and acquiring...

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July 2024 Financial Advisor and RIA Moves and Acquisitions

In July, Dakota followed notable mergers and acquisitions including KKR's acquisition of Janney Montgomery Scott and Sequoia Financial Group's purchase of Karpas Strategies, contributing to a...

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June 2024 Financial Advisor and RIA Moves and Acquisitions

In June, the financial advisor and acquisition market saw heightened activity with major firms like LPL Financial, Raymond James, and RBC Wealth Management completing several high-profile deals. This...

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