How A $1.2 Billion Wealth Management Firm Got Ahead Of The COVID-19 Curve

April 15, 2020 / Jason Bisnoff, Forbes Staff

As the severity of the COVID-19 pandemic became clear in the early months of 2020 at Dakota Wealth Management, the investment committee meetings suddenly featured an unlikely voice: chief operating officer, Michael Reed.

Reed helped launch the firm in 2018, but prior to this moment, he’d never been an active participant in its investment meetings.

His insights are now invaluable, pulling from nearly three decades in healthcare as an administrator for hospitals, medical groups, and medical foundations before making a move to wealth management. As the number of COVID-19 cases and deaths multiply daily, sending the economy into a downward spiral, Dakota’s five-person investment team is looking to Reed for information on what lies ahead as he taps his network of healthcare experts. 


Chris J. Stewart

Chris currently serves as President and CEO of Surgio Health. Chris has close to 20 years of healthcare management experience, with an infinity to improve healthcare delivery through the development and implementation of innovative solutions that result in improved efficiencies, reduction of unnecessary financial & clinical variation, and help achieve better patient outcomes. Previously, Chris was assistant vice president and business unit leader for HPG/HCA. He has presented at numerous healthcare forums on topics that include disruptive innovation, physician engagement, shifting reimbursement models, cost per clinical episode and the future of supply chain delivery.

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