Genesis Capital Group, LLC
350 Fifth Avenue (Empire State Building),
Registered Investment Advisor
Private Banking, Asset Management, Trust & Estate, Assets Protection, Business Consulting, Charitable Giving and philanthropic consulting, Private Equity and M&A advisory, Venture Capital
“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.
Licenses and Designations
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.
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.