Morgan Holycross Headshot | Dakota Investments

Morgan Holycross

Content Marketing Intern

Morgan Holycross joined the Dakota team in September 2020 as a Content Marketing Intern and joined us again in May 2021. She works alongside the Marketing team to assist with content and marketing collateral needed to promote Dakota products.

Morgan is a senior at Michigan State University earning her dual degree in Marketing from the Eli Broad College of Business and Psychology. During her time at MSU, she has been a part of the Pi Beta Phi MI Gamma Chapter. Outside of work and school, she loves spending time in Northern Michigan on the lake or slopes depending on the time of year.

Blogs Written By Morgan

The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

Let me paint you a picture I’m sure you’ve seen before: you’re sitting at your desk trying to look for updates on public pension funds. You’ve come across a few, but one needs an RFP that is due in...

Read More

Two Email Types Every Investment Firm Should Know About — And When to Use Them

If you’re a salesperson, you already know how important email is to getting a meeting. After all, nothing can happen without that initial meeting, so it’s critical that we are continually testing...

Read More

The One Golden Rule of Sales

Sales has a million different components that lead to success. These can be anything from handling objections, product knowledge, active listening, among others. More than that, your strategy and...

Read More


925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Learning Center

Dakota Gives

Dakota Live!