The latest moves in senior wealth and asset management from across the US.

Oakbrook Solutions
Chris Martinez, managing director of Oakbrook Solutions, a consultancy and services provider for wealth management firms, is stepping down from the firm to focus on the non-profit sector, this publication can report.

Martinez, who led the Family Office Practice, guided the firm to win a number of Family Wealth Report awards. He has been a long-standing volunteer and board member of housing and human services organizations, and intends to devote even more time to this area. Martinez has spoken at conferences hosted by this news service. He joined Oakbrook in 2011. Before this, he was MD at The PrivateBank (2008-2020) and, prior to that, was MD and chief information officer (2001-2008) at Wilmington Trust FSB, formerly Bingham Legg Advisors.

He is transferring his MD responsibilities to Craig Cook, who will take over leadership of the Family Office Practice.

Oakbrook works in areas such as the North American family offices space.

Fusion Financial Partners
Fusion Financial Partners, the consulting firm to RIAs, has appointed John DiBenedetto as managing director, strategic partnerships.

DiBenedetto has more than 25 years’ experience in the sector. His remit is to broaden Fusion Financial Partner's institutional consulting services by overseeing the firm's strategic partnerships, managing research development and leading relationship management with clients and broker-dealers who seek transformation to RIAs. He will also oversee M&A integration services, the business said. 

"Fusion is rapidly expanding to meet significant demand from large institutions, existing RIAs and breakaway advisors, and having John join the team at this critical time is a step forward in our growth trajectory," Kimberly Papedis, managing partner and founder of Fusion Financial Partners, said.

DiBenedetto has served in a variety of business development and relationship management roles, most recently as head of business development with Astrocyte Research and as advisor, business development with Sytoniq. For almost a decade, he worked with Fidelity Clearing & Custody (formerly Fidelity Institutional Wealth Services), in a number of senior roles.