PHILADELPHIA, PA —Dakota has announced the creation of its new Advisory Board, bringing together top distribution leaders from across the asset management industry to help steer the company’s product and data strategy as it advances its AI capabilities.
The newly formed board comprises senior executives with deep expertise in institutional and intermediary distribution. By leveraging their collective insight, Dakota aims to ensure its platform remains closely aligned with the evolving needs of fundraising and investment distribution teams.
“This advisory board reflects our belief that the best products are created in close partnership with experienced professionals who understand the challenges of investment distribution,” said Gui Costin, Founder and CEO of Dakota. “We’re excited to collaborate with such a respected group of industry leaders.”
The board’s mandate includes advising on product development, expanding Dakota’s proprietary data sets, and enhancing API integrations. A central focus will also be how artificial intelligence can support and streamline the investment sales process. Additionally, the group will serve as a strategic sounding board for go-to-market initiatives and the exploration of new distribution channels.
Confirmed Advisory Board members bring significant industry influence and operational experience:
- James Kase, Head of Global Investor Relations at HarbourVest
- Adam Bobker, Global Co-Head of Private Wealth Solutions at Fortress
- Doug Keller, CEO of Permanent Capital & Wealth at RedBird Capital Partners
- Phil Shankweiler, Head of RIA at Partners Group
- Chris Greenwell, Managing Director at Axonic
By integrating practitioner feedback directly into its development roadmap, Dakota positions itself to deliver more responsive, data-rich tools to support the increasingly competitive landscape of asset management distribution.
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