Our Team
John F. Dunfee
Chief Executive Officer
John brings a wealth of experience and a track record of remarkable accomplishments to the table.
John’s journey in the financial service industry has been marked by a consistent commitment to delivering top-notch sales and service. His extensive managerial background encompasses a spectrum of expertise, including territory management, seamless coordination of client services, personnel supervision, as well as recruitment and training of associates.
His dedication to cultivating outstanding customer relations has not only forged strong client connections but has also contributed to a robust portfolio of successful projects.
John’s prowess extends beyond just numbers and spreadsheets. His finely-honed project management, negotiation, and conflict resolution skills have enabled him to deeply understand and assess clients’ unique needs. This understanding forms the foundation for building not just business relationships, but truly rewarding and enduring partnerships.
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James J. Juhas
Vice President, Options Specialist
James boasts a wealth of experience that spans across three decades in the dynamic equity options market. His reputation as a respected equity derivatives trader and risk manager is a testament to his in-depth market knowledge and profound understanding of how contemporary events intricately shape market volatility. Recognized for his focused, analytical approach, James is characterized by quick thinking and a profound grasp of financial intricacies. His exceptional ability to comprehend, interpret, and swiftly act upon market fundamentals and emerging trends distinguishes him as a financial professional of unparalleled expertise.
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Wingate W. Grim, CFA, CFP®
Vice President, Research & Portfolio Management
Wingate conducts investment research and manages client portfolios for JD Group.
He is responsible for shaping investment strategies and providing the team with well-informed insights. Leveraging his experience and analytical acumen, Wingate combines a data-driven approach with a deep understanding of market psychology to navigate challenges and uncover investment opportunities for clients.
Prior to his role with JD Group, he was Head of Research at The Philadelphia Trust Company where he led equity research initiatives and worked with the Chief Investment Officer to manage the firm’s institutional portfolio. During his tenure at Philadelphia Trust, he was a contributing member of the Investment Policy Committee providing fundamental/quantitative research.
Wingate graduated from Penn State University with a Bachelor of Science in Finance. He holds the Chartered Financial Analyst® designation and belongs to CFA Society Philadelphia. Additionally, he is a CERTIFIED FINANCIAL PLANNER® certificant.
Wingate serves as Treasurer for the Investment Traders Association of Philadelphia (ITAP).
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Genine Fallon
Chief of Staff, JD Holdings LLC
Genine Fallon serves as Chief of Staff for JD Holdings LLC, where she leads strategic alignment across capital formation, investor engagement, business development, and enterprise growth initiatives. In this role, she works closely with leadership to drive execution across investment strategy, partnerships, and operational priorities.
With more than two decades of experience in strategic communications, investor relations, and capital strategy, Genine brings a disciplined, relationship-driven approach to scaling businesses and positioning them for long-term value creation. Her background spans private equity, real estate, entrepreneurial ventures, and advisory work, with a particular focus on connecting capital to opportunity and aligning stakeholders around clear strategic objectives.
As Chief of Staff, she supports fundraising strategy, investor outreach, transaction coordination, and platform-level marketing and positioning. She plays a key role in translating vision into execution—ensuring that JD Holdings’ initiatives are structured, aligned, and positioned effectively in the market.
Genine is known for her ability to operate at the intersection of strategy and relationships, bringing clarity to complex initiatives and momentum to growth-oriented platforms.
