Our Team

Dakota was founded in 2006 for the express purpose of creating a marketing firm where high quality, hard working people could come and build a career in sales in the investment business. Dakota's stated corporate purpose is "to grow our talent." We believe in growing every individual at our firm and we believe if our team members are growing in their careers, our clients will be very happy. Our company mantra is to be a pro every day, which means to perform in a world class manner in every facet of the business.

Gui Costin is the founder of Dakota Funds Group, a 3rd Party Marketing firm, and Dakota Network, a mobile platform for investment manager digital content.

In 2006 Gui founded Dakota Funds Group to provide sales and marketing services to boutique investment firms. Since that time Dakota has grown to 13 people and has raised ~$20 billion for 15 different investment firms. The one thing Gui is most proud of is his team: “Without the longstanding, extraordinary people we have at Dakota, we’d be a fraction of our current selves. It’s all about the people you have on your team and how you treat them.”

In 2016, the team at Dakota began building a mobile platform for investment management firms to post their digital content for due diligence analysts to consume anytime, anywhere. The trend of digital, mobile and self-service content is massively evident in our society. Dakota has lived a lifetime of selling investments “door-to-door” and felt the investment business needed to evolve and start to create content for professional investors where they could initially learn a lot about a strategy without having to talk to someone, get instant updates on their portfolio investments and make it accessible anytime, anywhere.

Gui is a graduate of the university of Virginia and lives in Bryn Mawr, PA with his wife, three kids and three dogs.

Dan is the President of Dakota and has been with the firm since 2008. He has primary relationship responsibility for a group of consultants, sub-advisors, independent broker-dealers and RIAs. Dan joined Dakota Funds Group as Vice President and the firm’s Investment Director, leading many of the sales and marketing efforts. Prior to joining Dakota, he was employed as a Product Director at The Hartford, the Director of Investor Relations at Penn Square Real Estate Group and a Relationship Manager for institutional clients at The Vanguard Group. Dan graduated from Villanova University in 2000 with a Bachelor's degree in Finance.

Chris O'Grady

Chief Investment Officer

(610) 642-4671

As Chief Investment Officer of Dakota Funds Group, Chris O’Grady tries to blend his classic analytical training with structural trends in the marketplace. Through rigorous dialogue with allocators and asset managers, Chris and the team try and forecast where investment trends are topical and where these ideas fit in client portfolios. In addition to his role as CIO, Chris maintains responsibilities for managing relationships with distribution platforms across multiple channels. Chris has history with investment products outside the norm, particularly alternative investments, and he leads many of the sales efforts for Dakota’s alternative investment products.

Chris brings more than 25 years of industry experience to the firm. Prior to joining Dakota in January 2013, Chris founded Access Distribution Partners, where he helped raise several billion in assets. He also served as the Director of Marketing for the firms BHR Fund Advisors, Guidance Capital, and Circle T Partners. From 2002-2005, Chris was employed as a trader and portfolio analyst with Coda Capital Management, where he assisted in portfolio evaluation and the firm’s wholesale marketing effort. Chris also held management positions with Bank of America Securities, Credit Suisse First Boston, and Goldman Sachs. Chris holds a bachelor’s degree in International Studies from University of Notre Dame and is Series 3, 7, 63, and 65 licensed.

Tim Brown

Chief Strategist, Chief Financial Officer

(617) 501-8194

Tim Brown is Chief Strategist and Chief Financial Officer for Dakota Funds Group. He joined Dakota Funds in April 2018 with more than 15 years of experience in strategy, finance and entrepreneurial practice. Tim has always been passionate about achieving better results for clients. In fact, Tim’s background in delivering sustainable success for his clients positions him well to lead efforts in setting strategy, negotiating contracts with partners and vendors, and managing the financial operations for Dakota Funds.

Prior to joining Dakota, Tim held positions with some of the world’s most recognized institutions including Bain & Co., where he served as a Consultant; Ernst & Young, where he served as an Auditor; and a renewable technology startup where he was Chief Strategy Officer and Vice President.

Tim holds a Bachelor of Science degree in Accounting from Carrol School of Management, Boston College and a Masters of Business Administration from the Darden School of Business, University of Virginia.

​Tracy Rogers

Chief Administrative Officer,
Director of Client Service

(610) 620-5384

Tracy Rogers is Chief Administrative Officer and Director of Client Service. But to her colleagues, she’s “Command Central”. Highly focused on steering and executing the processes and procedures she put in place, Tracy ensures Dakota continues to provide an exceptional client experience. She feels fortunate to have been a part of Dakota’s growth over 11 years from a two-person company to what it is today. Her responsibilities have paralleled this growth. Tracy not only organizes the day-to-day operations, but drives the customer service part of the business. She responds to client inquiries and requests, meeting deadlines as they are defined. A face at industry trade shows and conferences, Tracy loves interacting on both sides of the business, with industry professionals and investment advisors, alike.

Prior to joining Dakota Funds Group in 2007, Tracy was Director of Client Services for Penn Square Real Estate Group and an Annuity/New Business Underwriter for Allianz Life Insurance Company of North America. She holds a bachelor’s degree in Business Management from Gettysburg College where she played on the women’s varsity tennis team for four years.

Andrew O'Shea

Partner, Director, Institutional Sales

(804) 873-5197 ​

Andrew is in Institutional Sales at Dakota Funds Group. He manages accounts, handles internal and external sales, develops new business and does research while assisting the team with all other sales efforts. Prior to joining Dakota, Andrew was employed with the Collegiate School in Richmond, VA, where he developed a framework for the youth sports programs in order to create additional exposure and auxiliary income for the school. He graduated from Hampden-Sydney College with a Bachelor's degree in Economics and Commerce. Andrew was also the recipient of the Davis Fellowship Award and played for four years on the varsity men's lacrosse team. He joined Dakota Funds Group in March 2014.

​Tim Dolan

Vice President, Institutional Sales

(314) 853-0801

​​Tim is in Institutional Sales and helps support the Dakota Sales Team. Tim has become one of our leading salesmen covering numerous RIA's, Banks, IBD's and Consultants. He manages accounts, databases on the CRM platform and coordinates internal and external sales. He assists in the relationship responsibility for the RIA, independent broker-dealer, consultant and wirehouse channels by developing opportunities through conference calls and face-to-face meetings. Tim received his Bachelor’s degree in Business Administration with an emphasis in Marketing from the University of Missouri in 2012. He played three years of ice hockey at MU. He joined Dakota Funds Group in 2011 after proving his leadership skills during his internship with Dakota.

​Ryan Creighton

Vice President, Institutional Sales

(484) 653-8182 ​

​Ryan is in Institutional Sales and helps support the Dakota Sales Team. His day-to-day responsibilities include account management, coordinating internal sales, internal database management on the CRM platform, and new business development. He also assists the Dakota Sales Team with generating analytical reports, by studying product trends, market differentiators, and historical performance. Ryan earned his B.S.B.A. from the University of North Carolina where he graduated on the All Atlantic Coast Conference Academic Honor Roll. As a student athlete, Ryan played four years on the varsity men’s lacrosse team and was captain his senior year. He joined Dakota Funds Group in September 2014.

Tim Mitchell

Senior Director of Technology

(610) 405-2257

Tim joined Dakota Funds in August 2017. As the Senior Director of Technology, he brings more than 13 years of strategic IT experience in the investment business including significant project management. Tim is in charge of developing, implementing and maintaining new technical solutions, and vendor management. Prior to joining Dakota, he was the IT manager at Equity Trust Company where he oversaw multiple applications for business lines, led change management, and implemented new software for the self directed IRA company. Earlier on in his career he deployed new software for multiple branches of Alliance Bank and built custom reports at Coho Partners, an investment manager. Tim received a BA in Economics from Wheaton College. He enjoys playing trumpet and chess.