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.

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.

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.

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.

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.