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Dakota Live!
Call #132

July 14th, 2023

11:00 a.m. EST Call 2:00 p.m. EST Call

Highlights of Call #132

Breakdown Fidelity Strategic Advisors

$450B RIA in Boston, Massachusetts

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  • What does a win look like at Fidelity? Is the only opportunity a sub-advised relationship?
  • Who are the key members of the research team to begin a conversation?
  • What are the key requirements I should know to be considered by Fidelity?
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Interview Allocator Sam Kirkland

Research Director, Wells Fargo

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Sam Kirkland is a Research Director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team selects and oversees the third-party money managers used throughout Wells Fargo's brokerage, private banking, family wealth, and retirement businesses. In his role, Mr. Kirkland is a voting member on the GMR Due Diligence Committee charged with approving all new additions and rating changes for covered strategies. He also manages GMR’s Data and Analytics team overseeing GMR’s advanced analytics, quantitative processes, technology & tools and data collection. Previously at Wells Fargo he served as the asset class lead for Liquid Alternative strategies and was a portfolio manager on the Wells Fargo Private Bank Guided Portfolio Models.

Prior to joining Wells Fargo, Mr. Kirkland was a research manager for The Open Finance Network, an open architecture managed account platform provider serving high-net- worth advisors and family offices. He also served as adjunct professor of finance within the Belk College of Business at the University of North Carolina at Charlotte. Mr. Kirkland has more than 20 years of experience in financial services.

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Cover Key
Metro Area

Chicago, Illinois

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Dakota Live! team will cover all the accounts in the Chicago metro area so you know exactly who to call on.

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

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