About
John engages with RIAs, national advisor platforms/aggregators, wealth managers…
Services
Activity
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Family office community services. #familyoffices #familyoffice
Family office community services. #familyoffices #familyoffice
Liked by John DiBenedetto, AIF®
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The dilemma for advisors looking to find business owners and convince them to become clients often comes down to finding business owners who can…
The dilemma for advisors looking to find business owners and convince them to become clients often comes down to finding business owners who can…
Liked by John DiBenedetto, AIF®
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Great tips from @Forbes on how to get your #FractionalCMO off to a successful start. #MarketingLeadership
Great tips from @Forbes on how to get your #FractionalCMO off to a successful start. #MarketingLeadership
Liked by John DiBenedetto, AIF®
Experience
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Education
Licenses & Certifications
Volunteer Experience
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Mentoring | Coaching - Eagles Experts Network
Boston College
- Present 8 years
Education
Mentoring CSOM & MCAS undergraduate students in career planning, internships, interviews, and social media strategies. Participating in the Catalyst (summer) and Endeavor Programs as a panelist for coaching and mentoring juniors and seniors with liberal arts majors.
Participated in a roundtable with other alumni mentors to support the AACSB Accreditation process for BC CSOM. -
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Coach | Mentor
Everwise
Education
Mentoring mid-career professionals in all aspects of their performance, leadership and career activities including networking, personal branding, and executive presence.
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Mentoring | Coaching - Institutional Group
Fidelity Investments
Education
Mentoring mid-career professionals in RIA/wealth management business in all aspects of their performance, leadership and career activities including personal branding and executive presence.
More activity by John
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The past days, I had one of the hardest conversations ever with my parents. Visiting them from 2,000 kilometres to tell them, that they need to move…
The past days, I had one of the hardest conversations ever with my parents. Visiting them from 2,000 kilometres to tell them, that they need to move…
Liked by John DiBenedetto, AIF®
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LevPro.ai
Purpose-Built Solutions for Private Credit Pros 📈💼 After countless discussions with private credit managers, we've noticed a common thread: Once they manage more than ~3 funds, operations and compliance problems during funding and closing begin to pile up. Why does this happen? Two main reasons. 1. Pipeline deal data is unstructured and stuck on CRM island, while underwriting research like commentary, financial metrics, and approvals is scattered across emails and shared drives. This data is crucial for tracking eligibility, compliance, and portfolio management, leading to duplicate entry and constant ad-hoc requests. 2. Allocation compliance in Excel is manual and repetitive. Compliance calculations must consider daily holdings and unfunded commitments. Any change in one fund requires manual re-adjustment across all funds. Real-time updates are tough, and audit documentation is nearly impossible, causing major business interruptions during audits. The reality? These challenges don’t just make your job harder; they limit your ability to scale efficiently. At LevPro, we understand these pain points and have built a vertically integrated platform with a credit-centric data model and the flexibility to tailor it to the bespoke needs of your private credit business. 💡Curious to see how it works? Check out our website or schedule a demo: https://lnkd.in/e-2VV3Ew #PrivateCredit #PortfolioManagement #LevPro #CreditDataModel #PrivateCreditTechnology #PortfolioTech #FrontOfficeSolutions #DirectLending #CreditMonitoring
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Voya Investment Management
Our latest whitepaper highlights the disconnect between core #DC plan investment menus and target date funds: https://lnkd.in/ep86z5yv Did you know that 90% of DC plans offer both active and passive standalone fund options—but only 36% use TDFs that combine active and passive underlying strategies? Lanyon Blair, CFA, CAIA and Susan Viston from Voya IM’s Multi-Asset Strategies and Solutions team explain some potential reasons for this disconnect and what sponsors may be missing out on by overlooking blended TDFs. #DefinedContribution #TargetDateFunds
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NorthEnd Private Wealth
Preferred securities (preferreds) are often referred to as “hybrid” securities as they have both bond and equity characteristics. This hybrid nature results in preferred securities being senior...Read the full #marketcommentary here: https://hubs.la/Q02xpkCt0 #northendpw
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Financial Newswire
Acadian Asset Management has expanded its credit investment offering with two new strategies, Global High Yield and U.S. Investment Grade. https://lnkd.in/g6Gwsd_h #acadianassetmanagement #blackrock #c= #credit #globalhighyield #investment #us #usinvestmentgrade
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