Pell Wealth Partners

Advisors

Daniel Ahearn, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Daniel Ahearn

APMA®

Financial Advisor

Vice President of Pell Wealth Partners
Visit Daniel Ahearn's website
Ziyah Esbenshade, Private Wealth Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Ziyah Esbenshade

CFP®, CRPC®, APMA®

Private Wealth Advisor

Senior Vice President of Pell Wealth Partners
Visit Ziyah Esbenshade's website
Douglas Messina, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Douglas Messina

CFP®, CRPC®, APMA®

Financial Advisor

Senior Vice President of Pell Wealth Partners
Visit Douglas Messina's website
Anthony Rizzuto, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Anthony Rizzuto

CFP®, CLU®, APMA®

Financial Advisor

President of Pell Wealth Partners
Visit Anthony Rizzuto's website
Julie Wendholt, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Julie Wendholt

APMA®

Financial Advisor

Vice President of Pell Wealth Partners
Visit Julie Wendholt's website

Team

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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Joseph Domato, MS, CRPC<sup>®</sup>

Joseph Domato, MS, CRPC®

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Specialist for Ziyah Esbenshade
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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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Marianne Lauer

Marianne Lauer

Business Development Director,

Chief Operating Officer
Stephan Lauer

Stephan Lauer

Investment Specialist,

Paraplanner
Steve Livingston, CFP<sup>®</sup>, ChFC<sup>®</sup>

Steve Livingston, CFP®, ChFC®

Financial Planning Specialist

Josef Minnich, BFA™

Josef Minnich, BFA™

Operations Director,

Senior Vice President
Gina Petriccione

Gina Petriccione

Marketing Manager

Lisa Pickering

Lisa Pickering

Client Service Manager,

Paraplanner
Eileen Vargas

Eileen Vargas

Client Service Manager

Roles & Responsibilities

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