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
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.
Wingate serves as a board member for the Investment Traders Association of Philadelphia (ITAP).
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Peter J. Rafferty, CFA
Vice President, Senior Investment Strategist
Peter serves as a Senior Investment Strategist at JD Group, where he guides investment decisions and strategy. Prior to joining JD Group, he had a significant tenure at the Abu Dhabi Investment Authority (ADIA), where he served in the positions of Portfolio Strategist and Senior Fund Manager.
Peter’s extensive experience encompasses various facets of investment management, including manager selection across diverse asset classes, risk management, and asset allocation. He carries a a profound understanding of global economic trends, market dynamics, and risk management. Peter’s strategic thinking extends beyond short-term gains, focusing on long-term sustainability and resilience in the face of market fluctuations.
Peter graduated from Temple University with a Bachelor of Science in Finance. He holds the Chartered Financial Analyst® designation and belongs to CFA Society Philadelphia.
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