John Dibenedetto, Aif® Email & Phone Number

Boston, Ma, Us

Boston, Us

Cmind provides advanced AI-driven solutions to empower investment managers and traders in forecasting more accurate earnings, revenue, financial restatements, and credit valuations for achieving greater edge.

Deliver consulting services focused on breakaway advisors and RIAs seeking to optimize their independence through creating organic/inorganic growth plans, executing assessments of their client, technology and operating models and other strategies to create enterprise value.

New York, Ny, Us

Senior advisor to private equity, financial services companies, and management consulting firms in North America and Europe; consulting on business development, 401k/retirement, market research and R&D opportunities in RIAs, wealth management, robo-advisors, RIA aggregators, digital advice and asset management.

Us

FreeWill is a social-good enterprise offering online tools that empower Americans to address commonly faced estate planning needs and make charitable donations in tax-advantaged ways, all for free. FreeWill also features a charitable giving platform that makes it easier for nonprofit fundraising teams to unlock transformational non-cash gifts (stock, crypto, etc). Through our partnerships with 1,000+ nonprofits who understand that major gifts often are part of estate plans, we're able to provide a comprehensive suite of estate planning and related tools to consumers free of cost. I'm heading up the effort to grow FreeWill’s user base through strategic partnerships with financial institutions and technology companies.I manage strategic planning, negotiation and new partnership development for a group of the largest financial institutions and fintech providers.FreeWill has generated over $5 billion in planned and real-time gifts for more than 10,000 nonprofits while helping more than 500,000 consumers create wills and plan their estates.

Carlsbad, California, Us

Fusion Financial Partners is a strategic consulting firm headquartered in Carlsbad, CA (SoCal) serving independent advisors and select corporate client assignments providing expert guidance to business owners across the independent wealth management waterfront ranging from RIA start-up solutions, strategy execution, transition planning, merger/acquisition, financing, business optimization or to those seeking options for selling their business.Fusion brings together business transformation consultants, who are former executive leaders with insider viewpoints, devoted to the needs of independent advisors. Advisors seeking change are presented with a vast array of important decisions that must be made with respect to RIA set-up, custodial selection and negotiation, technology, and building enterprise value through a proper entity set up and continued growth strategies. The decisions teams make today will have a great impact on future succession or monetization tomorrow and advisors need to understand this impact before making the biggest decision of their career.

Boston, Ma, Us

Astrocyte Research has created Portformer™, an online financial analytics tool, that helps RIAs and financial advisors save time by helping to create better portfolios and growth for their clients by discovering higher quality, low-cost ETF and mutual fund alternatives to their existing investments.

Seattle, Washington, Us

At Syntoniq, we’re committed to enabling insight-driven financial planning through our suite of behavioral analysis tools designed for financial advisors and RIAs. Our solutions are designed to help advisors and HNW clients understand their biases, behaviors, and blind spots that affect their financial decision-making, realize the value of a methodical approach to financial planning, then encourage action to secure their future. The scientific framework behind our solutions is based on 30+ years of research in behavioral finance, an innovative field that combines traditional finance with insights from psychology and neuroscience.

Boston, Ma, Us

Fidelity Clearing and Custody at Fidelity Instiutional- Co-launched National Accounts group to specialize focus on national acquisition firms in 2012- Led Midwest coverage of RIAs, family offices and asset managers in the $250M - $3B+ segment from 2005-11- Achieved adviser net asset growth of 32%+ year over year- Cross-sold technology, investment, practice management and brokerage solutions to drive adviser growth and create efficiency- Successfully managed cross-functional team of 50+ specialists across business lines to support hybrid RIAs and retention- Created | executed strategic plans at firm | adviser level through benchmarking to attain growth in advisory and 401k practicesAttained President’s Club (top 10% production) – 2006, 2012Awarded Winner’s Circle – 2005, 2006, 2007, 2008, 2010, 2011, 2012

Boston, Ma, Us

- Focused on distributing CGF to the institutional channels including corporations, RIAs, and asset managers.- Led sales of private-label platform for helping fund companies, asset managers, banks and higher ed institutions launch their donor-advised fund program.- Responsible for national sales of private foundation product specifically focused on outsourcing administrative services, recordkeeping and asset management.