Myranda J. O’Bara

Myranda “Mimi” O’Bara is a founding partner of Dakota Wealth Management where she continues the personalized service her clients have enjoyed for more than thirty years. Her professional passion is working with individual clients, small institutions, and not-for-profit organizations to develop and implement investment strategies that best meet their risk tolerances and investment goals, all the while providing each client with the highest level of personalized service.

Throughout her career, Mimi has lived by the rule that there’s no substitute for getting to know each client well enough to understand his or her individual needs, goals, and tolerance for risk.

Mimi works to help her clients achieve both financial and personal success. She brings particular expertise and experience in creating portfolios for women, throughout all stages of their lives. Before joining Oakmont Partners, she held senior positions at PNC Bank, New England, and was a founding partner and managing director at Johnson Illington Advisors. She also established the nationally distributed Fund for Charitable Giving and has served as chair of the Fund’s Board of Directors.

She has spent many years volunteering with local charitable organizations that work with underserved populations to create opportunities that can break patterns of generational poverty. This has led to her working with individuals and organizations exploring opportunities for Impact Investing.

Mimi enjoys time with family, outdoor activities, photography, and gardening.