Team

Meet the Full Team Behind Joe

Joe isn't a separate company with its own headcount — it's built by the entire Dakota team, 90+ people across research, data, product, customer success, and marketing, applying 20 years of fundraising intelligence experience to fund performance data.

90+Dakota Team Members
8Teams Building Joe
20 yrsBuilding Dakota's Data
Built by Researchers, Verified by Research.

The same "Built for Fundraisers, by Fundraisers" standard that built Dakota Marketplace applies here — every team below has a hand in sourcing, verifying, building, or supporting Joe.

Leadership

The people setting the standard Joe runs on.

Gui Costin

Gui Costin

Founder, CEO

Founded Dakota in 2006 in Philadelphia, building it into a financial, software, data and media company whose flagship product, Dakota Marketplace, is used by over 6,000 fundraisers and many of the world's leading investment firms.

Dan DiDomenico

Dan DiDomenico

President, Dakota Investments

With Dakota since 2008, guiding sales strategy and product development while maintaining primary relationships with institutional consultants, broker-dealers, banks, and RIAs.

Rob Robertson

Rob Robertson

President, Dakota Marketplace

Joined Dakota in 2017 on the Institutional sales team before leading direct sales and business development for Marketplace, driving its growth and sales pipeline.

Tracy Rogers

Tracy Rogers

Chief Administrative Officer

With Dakota since 2007, leading Client Service for the Investment Sales team and running onboarding, training, and mentorship for every new Dakota team member.

Tim Brown

Tim Brown

Chief Financial Officer

Joined Dakota in 2018 with 15+ years in strategy and finance, previously at Bain & Co. and Ernst & Young, now leading strategy, vendor negotiations, and financial operations.

Forry Smith

Forry Smith

Chief Revenue Officer

Joined Dakota in 2020 and leads Dakota Marketplace sales efforts as Chief Revenue Officer, a Johns Hopkins graduate and two-time lacrosse team captain.

Catherine Begier

Catherine Begier

Chief Marketing Officer

Joined Dakota in 2020 and oversees all marketing efforts, including collateral development, member events, Dakota Cocktails, and new product launches like Joe.

Priya Stanley

Priya Stanley

Chief Technology Officer

Started at Dakota in 2020 with 15 years of IT experience, a master's in Computer Science, and three Salesforce certifications, now leading the platform Joe runs on.

Khizar Hayat

Khizar Hayat

Chief Data & Chief Operating Officer

Joined Dakota in March 2025 to lead product innovation and data operations, previously VP of Data Management and Strategy at Octus and a global data leader at S&P Global.

Raechel Mullan

Raechel Mullan

Vice President of Operations

Joined Dakota in 2023 and now works closely with Investment and Software Sales teams to organize and oversee new projects, including product launches.

Jerry Kling

Jerry Kling

Vice Chairman

Joined Dakota in 2023, previously Co-Founder and Managing Director of CBRE Clarion Real Assets Securities and a Wharton School graduate.

The rest of the company behind Joe

Every fund, GP, and transaction record in Joe passes through some part of this team before it reaches the platform.

Investment Sales & Research (12)

Eliza Breed
Eliza Breed
Head of Private Funds
James Goodman
James Goodman
Head of International
Tim Dolan
Tim Dolan
VP, Institutional Sales
Andrew O'Shea
Andrew O'Shea
VP, Institutional Sales
Ryan Creighton
Ryan Creighton
VP, Institutional Sales
Steve Aitken
Steve Aitken
VP, Institutional Sales
Jack Barber
Jack Barber
VP, Institutional Sales
Chase Stitzer
Chase Stitzer
VP, Institutional Sales
Chris LeRoy
Chris LeRoy
Director of Investment Research
Alex deMarco
Alex deMarco
Investment Research Analyst
Sammy Wilson
Sammy Wilson
Investment Research Associate
Peter Harris
Peter Harris
Investment Research Associate

Software Sales (21)

Dominique Mortelliti
Dominique Mortelliti
Account Executive & Studio Sales Rep
Sean Dolan
Sean Dolan
Account Executive
John Nostrant
John Nostrant
Account Executive
Max Brooks
Max Brooks
Account Executive
Drew Supinski
Drew Supinski
Account Executive
Torben Wunderle
Torben Wunderle
Account Executive
Scott Whiteside
Scott Whiteside
Business Development Representative
Logan Clefisch
Logan Clefisch
Business Development Representative
Jimmy Gabrielsen
Jimmy Gabrielsen
Business Development Representative
Jeff Heath
Jeff Heath
Business Development Representative
Nick Bates
Nick Bates
Business Development Representative
Sean Rushton
Sean Rushton
Business Development Representative
Jack Roe
Jack Roe
Business Development Representative
Carter Dwyer
Carter Dwyer
Business Development Representative
Patrick McClain
Patrick McClain
Business Development Representative
Owen Iemolo
Owen Iemolo
Business Development Representative
Jake Vitullo
Jake Vitullo
Business Development Representative
Will Peden
Will Peden
Business Development Representative
Jack Kovaleski
Jack Kovaleski
Business Development Representative
Matt Traynor
Matt Traynor
Business Development Representative
Jackson Birtwistle
Jackson Birtwistle
Business Development Representative

Customer Success (11)

Mousaab Abdalla
Mousaab Abdalla
Senior Customer Success Manager
Joe Hoey
Joe Hoey
Senior Customer Success Manager
Matt Marino
Matt Marino
Senior Customer Success Manager
Dylan Hastings
Dylan Hastings
Customer Success Manager
Kate O'Connor
Kate O'Connor
Customer Success Manager
Matt Loeslein
Matt Loeslein
Customer Success Manager
Matt Civitella
Matt Civitella
Customer Success Manager
Helen Bascom
Helen Bascom
Customer Success Manager, API & Integrations
Kim Mullarkey
Kim Mullarkey
Director of Strategic Partnerships
Madeline Dykas
Madeline Dykas
Strategic Partnerships Manager
Isabel Clark
Isabel Clark
Customer Success Administrator

Data (3)

Anngie Licarte
Anngie Licarte
Senior Manager, Data Operations and Strategy
Jamie Sims
Jamie Sims
Data Automation Lead
John Washington
John Washington
Institutional Data Lead

Product & Technology (10)

Patrick Tighe
Patrick Tighe
Head of Product
Kevin Winkoff
Kevin Winkoff
Product Manager
Chris Maienshein
Chris Maienshein
Product Manager
Luke Winnick
Luke Winnick
Product Manager
Zach Augustine
Zach Augustine
Product and Analytics Manager
Arthur Farina
Arthur Farina
Product Development Lead
Ryan Sterl
Ryan Sterl
Product Partnership Associate
Tim Mitchell
Tim Mitchell
Senior Director of Technology
Tyler Goodstein
Tyler Goodstein
Senior Salesforce Administrator
Morgan Simms
Morgan Simms
Junior Salesforce Admin

Marketing & Dakota Studios (12)

Morgan Holycross
Morgan Holycross
Marketing Manager
Jane Bailey
Jane Bailey
Marketing Manager
Cate Costin
Cate Costin
Marketing Manager
Avery Niedland
Avery Niedland
Marketing Manager
Luke O'Grady
Luke O'Grady
VP, Digital Marketing
Charlotte Finn
Charlotte Finn
Social Media Specialist
Matt Hirst
Matt Hirst
Editorial Director
Zach Davis
Zach Davis
Managing Editor
Genevieve LeMay
Genevieve LeMay
Studio Director
Roberto Yambo
Roberto Yambo
Production Manager
Jeffrey Flitter
Jeffrey Flitter
Video Editor
Sowon Park
Sowon Park
Art Director

Operations (4)

Elizabeth Reese
Elizabeth Reese
Director of Finance
Barbara Loeslein
Barbara Loeslein
Vice President of Advancement
Asia Carter
Asia Carter
Program Manager
Mike McLaughlin
Mike McLaughlin
Director of Health and Fitness

Want bio videos and LinkedIn profiles?

Leadership bios above are pulled from Dakota's team page. For the rest of the team's full bio pages, bio videos, and LinkedIn profiles, see Dakota.com directly.

See Full Bios on Dakota.com

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