Pell Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Daniel Ahearn, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Daniel Ahearn

APMA®

Financial Advisor

Vice President of Pell Wealth Partners
Visit Daniel Ahearn's website
Joseph Domato, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Joseph Domato

MS, CRPC®

Financial Advisor

Financial Planning Specialist
Visit Joseph Domato's website
Ziyah Esbenshade, Private Wealth Advisor serving the New York, NY area - Ameriprise Advisors

Ziyah Esbenshade

CFP®, CRPC®, APMA®

Private Wealth Advisor

Senior Vice President of Pell Wealth Partners
Visit Ziyah Esbenshade's website
William P Foster, Financial Advisor serving the New York, NY area - Ameriprise Advisors

William P Foster

MBA, CFP®, ADPA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit William P Foster's website
Douglas Messina, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Douglas Messina

CFP®, CRPC®, APMA®

Financial Advisor

Senior Vice President of Pell Wealth Partners
Visit Douglas Messina's website
Josef Minnich, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Josef Minnich

BFA

Financial Advisor

Operations Director
Visit Josef Minnich's website
Geri Pell, Private Wealth Advisor serving the New York, NY area - Ameriprise Advisors

Geri Pell

MBA, CFP®, CDFA®

Private Wealth Advisor

Chief Executive Officer of Pell Wealth Partners
Visit Geri Pell's website
Anthony Rizzuto, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Anthony Rizzuto

CFP®, CLU®, APMA®

Financial Advisor

President of Pell Wealth Partners
Visit Anthony Rizzuto's website

Team

Lena Araradian

Lena Araradian

Client Service Manager

Marisa Belinfante

Marisa Belinfante

Client Service Manager

Kat Foley

Kat Foley

Practice Manager

Qualifications

  • Series 7 - General Securities Representative
  • Series 63 - Uniform Securities Agent

Roles & Responsibilities

  • Assist Private Wealth Advisor, Ziyah Esbenshade and her clients with their client service needs
  • Practice Manager for the Pell Wealth Partners team
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Martha Hood

Martha Hood

Executive Assistant

Roles & Responsibilities

  • Executive Assistant for Geri E. Pell
  • Assist with booking client meetings for Julie Wendholt
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Marianne Lauer

Marianne Lauer

Business Development Director,

Chief Financial Officer
Steve Livingston, CFP<sup>®</sup>, ChFC<sup>®</sup>

Steve Livingston, CFP®, ChFC®

Financial Planning Specialist

Regina Paganelli

Regina Paganelli

Assistant

Annie Pereyra

Annie Pereyra

Investment Specialist,

Paraplanner
Gina Petriccione

Gina Petriccione

Marketing Manager

Lisa Pickering

Lisa Pickering

Paraplanner

Jamie Sceppaquercia

Jamie Sceppaquercia

Client Service Manager

Eileen Vargas

Eileen Vargas

Client Service Manager

Roles & Responsibilities

  • Client Service Manager for Daniel Ahearn, Anthony Rizzuto and Julie Wendholt
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