Transition Specialist

Dakota Cannoy

Dakotaensures smooth transitions of vital information and workflows for new advisorsin entering the firm through mergers and acquisitions. With a detail-orientedapproach, he emphasizes accuracy and efficiency, drawing on extensive expertisein data management and process optimization. Raised in a military family acrossmultiple states, Dakota graduated from Marshall University and WVU with aMultiple Disciplinary Studies degree, including minors in Business, Accounting,and Sports Exercise and Psychology. During college, Dakota held leadershiproles and contributed to data-driven solutions for local businesses. Nowresiding in Bellevue, Pittsburgh, Dakota enjoys reading, exercising, movies,and culinary experiments, often inspired by Stephen King's works.

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