Chief Executive Officer, Chief Compliance Officer, and Dir. Investment Strategy Committee.
Mr. Lawrence consolidates his experiences, and lessons learned, while working for investment firms on Wall Street (A. G. Edwards & Sons; Wells Fargo Advisors; Sterne, Agee, & Leach) to lead a dynamic team of seasoned professionals that share a vision for an investment firm that integrates financial services and paraprofessional expertise to meet the needs of high net worth families and businesses.
Mr. Lawrence is the Chief Executive Officer for BlueSkye and is responsible for executing corporate mission and global direction, planning marketing strategies and supporting compliance and infrastructure for the firm. Additionally, Mr. Lawrence plays an integral part in new advisor acquisition and facilitating the transparent and fiduciary culture that is the hallmark of BlueSkye.
Mr. Lawrence is the Chairman of the Investment Strategy Committee and is a co-manager on the equity models available to individual and institutional clients of BlueSkye. He lives with his wife and children in Indialantic, FL and volunteers in youth athletics, mentors in the tech startup community and supports financial education and family support services within his community.
Mr. Lawrence received his Master's Degree from Auburn University in 1998.
Dakota W. Lawrence is on LinkedIn.