Speakers

Sam Dinamarca, CFA®️

Sam Dinamarca, an Investment Strategist based in Dimensional’s Charlotte office, serves as a subject matter expert for Dimensional’s equity portfolios. As an equity product specialist, Sam focuses on clearly communicating Dimensional’s investment philosophy, strategy design, implementation expertise, and fund performance within the context of current market conditions. Sam joined Dimensional in 2020 as part of the Portfolio Management department, where he spent his time managing Dimensional unified managed accounts and foreign-exchange trading in developed and emerging markets. Sam earned a master’s degree in economics from Duke University and a bachelor’s degree in economics from the Humboldt University of Berlin, Germany. He is a CFA®️ Charterholder.

Justin Fitzpatrick, PhD, CFA®️, CFP®️

Justin Fitzpatrick is co-founder and President of Income Lab, where he leads research and development. Income Lab builds and provides software for ongoing financial planning and management. Justin is focused on advancing the research and practice of financial planning, and his research and writing have appeared in many top industry publications. Justin is a CFA Charterholder and a Certified Financial Planner professional. He earned a PhD from the Massachusetts Institute of Technology and has taught at MIT; Harvard University; Queen Mary, University of London; and UCLA.

Bethany Greene

Bethany Greene is a Regional Economist at the Charlotte Branch of the Federal Reserve Bank of Richmond. In this role, Bethany monitors regional economic trends through data analysis and engagements with the business community in North and South Carolina. Before joining the Richmond Fed, Bethany spent four years at the Denver Branch of the Federal Reserve Bank of Kansas City where she supported regional research and outreach efforts in the Mountain West region. Bethany has a bachelor’s degree in economics from Emory University, a master’s degree in data analytics and policy from John’s Hopkins University and is a member of Leadership South Carolina’s Class of 2025.

Ben Henry-Moreland, CFP®️, EA

Ben Henry-Moreland, CFP®️, EA is the Senior Financial Planning Nerd at Kitces.com, where he presents for on-platform events and writes regularly for the Nerd’s Eye View blog. Ben specializes in advanced tax planning strategies, AdvisorTech, and practice management topics with a special interest in addressing the needs of solo RIAs and midsized firms.

Ben took an irregular path to financial planning, earning a degree in vocal performance and working as a professional opera singer before pivoting to finance in 2012. Prior to joining the Kitces team, he worked in institutional investment consulting and wealth management. While working in those fields, Ben’s artistic roots and experience as a freelance musician shed light on a service gap in the finance industry, which in turn led him to found Freelance Financial Planning, an RIA specializing in financial planning and tax preparation for self-employed professionals, which he owned and ran from 2018 to 2023.