“To foster the value of investment advisory services in order to advance the needs of our clients by providing professional services of the highest quality. We shall develop our capabilities and processes further to anticipate and satisfy client needs, always placing their interests ahead of our own. At the same time, we will help each client to achieve their financial hopes and dreams.”
Personal Profile for Dino Dionne.
Mr. Dionne is the founder and President of Genesis Capital Group, LLC. With over 17 years of industry experience, Mr. Dionne provides valuable insight and perspective on the economy and markets to an ever-growing team of financial advisers and their clients.
In his current capacity as CEO of Genesis Capital Group, LLC, he manages advisers and personnel and maintains the vision, the institutional business development, supervision, operations, and logistics of the firm. At Genesis Capital, he has also supervised the OSJ of EDI Financial and registered representatives therein. Prior to Genesis Capital, he co-founded Worldwide Asset Management Group, LLC, and founded Genesis 2006, LLC (real-estate holding company). He also served as a senior financial adviser at American Express and Vice President at JPMorgan Chase.
Mr. Dionne provides the strategic business advice and planning to the company. Currently, he manages the firm’s tactical global multi-asset core-satellite strategy (Delta Intrepid) as well as the volatility driven Genesis Alpha Strategy. His expertise includes managing asset allocations through investment management platforms. Additionally, he oversees operations and client services for both domestic and international divisions.
Mr. Dionne holds an MBA in Finance and Accounting. He is a member of the National Ethics Association, Down Town Association and he holds series 7, 63 and 65 licenses.
Services Offered
- Asset Management
- Integrated Tax Planning
- Financial Planning
- Corporate Retirement Plans and Benefit Planning
- Insurance Planning
- Asset Protection, Estate Planning and Charitable Giving
Licenses and Designations
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- 2003 President’s Recognition Award for Advancing Quality Advice, American Express
- Top Achiever-2003, 2004-American Express
- 2003 Financial Security Award-American Express
- Diamond Circle qualifier-American Express
- Advanced Advisory Group member
- President’s Council Member-2006-2007 Oppenheimer Funds
- Senior Financial advisor-JPMorgan Investments, JPMorgan Chase, Inc. 2005-2007
- National Ethics Association member
- Down Town Association member
- America's 2014 Select Financial Advisors nominee and member
Client Support and Service
Dino is the main principle of the firm. His strength is in developing customized investment solutions for clients. Genesis’s dedicated client support system assists clients through a variety of their life’s challenges. The firm is committed to accountability, utmost integrity and collaboration, which they believe is the foundation for long-standing relationships.
Genesis Capital specializes in asset management and legacy planning. The firm thrives on impeccable client service and personal relationships. Client contact is 8-12 times a year, Dino’s service team makes a conscience effort to know everything about a client’s estate, family relations, hobbies, interests, goals and needs. Dino launched his own firm after spending years working for big banks. He ultimately grew dissatisfied with the way big banks and wirehouses treated their clients. Specifically, the inherent conflict of interest concerning biased advice regarding product recommendations and services. This frustration inspired him to establish Genesis Capital in order to revive the old private banking model of money management and client services.
Giving Back
In his free time, Dino provides financial education to employees of small, medium and large firms through his affiliation with the Association of Financial Educators.
Most Gratifying Aspect of Being an Advisor
Dino believes in creating life-long friendships with his clients through hard work, trust and sound advice. Most gratifying for Dino is the philanthropic work he does on behalf of his clients and their families.
Financial Strategy from Dino Dionne
Dino uses Net-Unrealized Appreciation ("NUA") to benefit business executives and employees who have accumulated their company's stock over their careers with their firms. He deploys asset transfers and legacy creating strategies as well as tax-free asset transitions, while advising on charitable giving.
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“Since I met with you 12 years ago, I have carefully increased my net worth 500%, restructured my tax liability and investing rollover funds under your guidance and instruction. Your services have included insurance protection; both disability and life, low cost investments and help with inheritance monies following the death of a family member. You were the first person I called from the Virgin Islands, as you may remember.
Most of all, as a parent, you have offered much more than financial planning. Your support and my trust in your integrity was key for me in making important decisions. As I have said many times, you are a natural teacher who shares information with your clients so that they become an integral part of the planning process. In this way, your clients partner in their own success and are motivated to be more proactive in their financial futures.”
Polly Avendano Ducey
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Polly Ducey
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Dino Dionne has had an enormous impact on the quality of my life. His advice and guidance has positively transformed me. In 2008 I was about to lose everything but he was able to save me from complete devastation. His kind and understanding demeanor brought me out of a crippling depression and helped me wake up to reality. I had to sell my apartment in Manhattan and use the money to start over. He connected me with top notch people to help in the process. In less than a year I was able to get out of debt and back into saving and investing in the future. It never occurred to me when I met Dino over 10 years ago that he would become such a significant influence in my life. He has always been wise, honest and professional but I never thought I would say, "My Financial Advisor truly saved my life." I am deeply grateful to him.
Julie Surrey
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Julie Surrey
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For the past 12 years Mr. Dionne and I have established a very productive client/advisor relationship along with an enjoyable personal friendship. Mr. Dionne has worked with my family to implement effective strategies to reduce tax liabilities, prepare for college for our 3 children and put sound plans in place to ensure that my wife and I have a very comfortable retirement. In addition to being a highly skilled financial advisor and business leader, Mr. Dionne has a true passion for helping his clients. He is always willing to invest time to understand the challenges and opportunities that my family has, along with having an appreciation for the goals that we have set for ourselves and our children. The partnership that my family has established with Mr. Dionne has given my family a very positive outlook on the future and has provided us with opportunities that we would not have encountered with other advisors. Michael Diviney
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Michael Diviney
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Boyan Hadjiev, MD
Medical Director, Attending Physician in Private Practice
Great working with you. A pleasure
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Boyan Hadjiev, MD
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One of the luckiest things that has happened to my wife Cathy and I, one of the biggest blessings in our lives, is that we met Dino. It started at an Italian restaurant right around the corner from our apartment in Forest Hills, Queens. It was a free dinner hosted by Dino's first company, American Express, to attract new customers to their financial services section. We were interested in refinancing our mortgage and wanted to learn more about that process, but we wound up with much, much more.
Married for a few years and having purchased a co-op, we were vaguely aware that a strategic approach to investing our savings could be a good thing. Up to that point our strategy had mainly consisted of what my dad had randomly come across as "opportunities" (Brazilian Telecom is the next big thing! Yay!). We weren't just wandering around in the wilderness, we weren't even in the wilderness. We were completely clueless about our financial status, although we weren't in debt. And we had no plan.
That fateful evening in Portofino's, by the time Dino had reached the part of the original presentation about the importance of diversifying an investment portfolio, we knew this was something we needed for our future. We soon made an appointment for a personal consultation.
Right from the start Dino was 100% committed to us, even though our portfolio was anemic at best. He took the time to make sure that we actually understood all of the information he was giving us. And he listened. He got to know us. Who we were, where we had come from, what our risk tolerances and plans for the future were. Trust developed quickly, and he has always honored that trust.
Even though we are strictly small-time as far as clients go, as his talent and work ethic inevitably led to immense growth in his client portfolio, Dino stuck with us and carried us along as he moved into higher level positions with JPMorganChase and ultimately Genesis Capital. That's loyalty.
Dino has gone above and beyond for us on more than one occasion. Within a year of meeting him, we sold our apartment in Queens and moved overseas. Since NYC real estate deals take months to complete, we had actually already left the country by the time our closing was scheduled. And even though we had legal representation, Dino offered to attend the closing to make sure that everything was properly handled. He's helped us find an accountant. And an attorney for our will. And peace of mind. And that something you cannot put number value on.
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Love you,
Bill and Cathy
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Dr. William Dycus, Oklahoma City, OK
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How good of you to personally deliver my Annuity Contract and take me to lunch [yummy!]. You are kind, generous, patient, and genuine.
Once again, I truly appreciate who you are and all you do for me and Ron. Thank you so much!
Lorraine Guerin
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Lorraine Guerin
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