Our Team

John F. Dunfee

Chief Executive Officer

John brings a wealth of experience and a track record of accomplishments to the table.

John’s journey in the financial service industry has been marked by a consistent commitment seeking to deliver 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.

Check the background of this investment professional on FINRA’s BrokerCheck

Genine Fallon

Executive Operations Manager, 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.