JOHN S. PIANTEDOSI
Boston,MA
Summary
Executive Summary
Executive with 12+ years of experience leading large-scale transformations in wealth management and financial services. Proven track record as COO and CIO of multi-billion-dollar RIAs ($1B and $23B), overseeing M&A integrations, advisor transitions, custodial conversions, and enterprise technology/AI strategy. Investment Committee member at Integrated Partners with deep expertise in investment products and portfolio construction. Recognized for building scalable operating models and aligning operations, compliance, finance, and technology to drive growth, efficiency, and enterprise value.
Overview
12
12
years of professional experience
Work History
Chief Implementation Officer
Integrated Partners
Waltham, MA
03.2025 - Current
- Oversee all advisor transitions and M&A integrations into a $23B RIA, directing onboarding, custodial conversions, and practice restructuring to ensure seamless advisor and client experiences.
- Architect and lead the firm's technology and AI strategy, including data governance, platform development, and the launch of Integrated's proprietary advisor platform and AI agent.
- Serve on three executive committees, including the Product Review Committee, responsible for approving and overseeing all investment products available to advisors.
- Connect major business functions by implementing firmwide systems, technology, and data strategies that align operations, compliance, finance, and advisor support teams to drive scalability and efficiency.
Chief Operating Officer
Bulfinch Wealth Advisors
Waltham, MA
02.2023 - 03.2025
- Chief Operating Officer of a $1B RIA, responsible for the strategic direction and operational execution of all major business functions.
- Oversaw the firm's technology strategy and infrastructure, deploying automation and workflow solutions that improved efficiency and enabled scalable growth.
- Designed and executed a firmwide organizational restructure, centralizing operations and establishing four specialized departments to streamline service delivery.
- Spearheaded the $1B custodial transition from a hybrid to fully independent RIA model, including the successful re-papering of 2,200 client accounts.
Director - Strategic Advisers
Fidelity Investments
Boston, MA
02.2022 - 02.2023
Senior Manager - Family Office
Fidelity Investments
Boston, MA
12.2020 - 02.2022
Manager - Family Office
Fidelity Investments
Boston, MA
08.2019 - 12.2020
Relationship Manager - Private Client Group
Fidelity Investments
Boston, MA
12.2016 - 08.2019
Financial Representative - Private Client Group
Fidelity Investments
Boston, MA
03.2015 - 12.2016
Assurance Associate
Wolf & Company, P.C.
Boston, MA
09.2013 - 03.2015
Education
Master of Business Administration -
D'Amore-McKim School of Business at Northeastern University
Boston, MA01.2022
Master of Science - Accounting
D'Amore-McKim School of Business at Northeastern University
Boston, MA01.2014
Bachelor of Science - Business Administration - Accounting & Economics
Stonehill College
North Easton, MA01.2013
Skills
- Technology strategy
- Data governance
- M&A integration
- Platform development
- Strategic planning
- Operational efficiency
- Team leadership
- Software implementation
- Workflow optimization
- Project management
- Team collaboration
- Cross-functional team leadership
Timeline
Chief Implementation Officer
Integrated Partners
03.2025 - Current
Chief Operating Officer
Bulfinch Wealth Advisors
02.2023 - 03.2025
Director - Strategic Advisers
Fidelity Investments
02.2022 - 02.2023
Senior Manager - Family Office
Fidelity Investments
12.2020 - 02.2022
Manager - Family Office
Fidelity Investments
08.2019 - 12.2020
Relationship Manager - Private Client Group
Fidelity Investments
12.2016 - 08.2019
Financial Representative - Private Client Group
Fidelity Investments
03.2015 - 12.2016
Assurance Associate
Wolf & Company, P.C.
09.2013 - 03.2015
Master of Business Administration -
D'Amore-McKim School of Business at Northeastern University
Master of Science - Accounting
D'Amore-McKim School of Business at Northeastern University
Bachelor of Science - Business Administration - Accounting & Economics
Stonehill College
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