How We Work
With the growth of a strong culture deeply rooted in our core values, Ivy Wealth has attracted exceptional talent and assembled a highly qualified group of experts that work collaboratively for the benefit of our clientele. Our team includes financial planners, award-winning portfolio managers, corporate retirement plan consultants, insurance advisors, business succession and estate planning consultants, and a stellar supporting staff that is dedicated to client service.
Over the years, we have found that a team approach is the most effective way to assist clients with a wide variety of needs and objectives as they navigate the complex world of financial services. We invite you to learn more about each of our team members below:
Brad Ingegneri, CFP®, CRPC®, AIF®
Founder & President
Brad Ingegneri is the Founder and President of Ivy Wealth Management and serves as the Chief Investment Officer. After nearly 10 years at Merrill Lynch as a Senior Financial Advisor and Assistant Vice President, he started the firm to...
Mark Piccerelli, AIF®
Vice President, Retirement Plan Services
Mark Piccerelli is the Vice President of Retirement Plan Services for Ivy Wealth Management. With more than two decades of industry experience as an independent advisor, Mark has helped corporate and individual clients navigate the...
Ben Ingegneri, CLU®, ChFC®
Vice President, Business Succession & Estate Planning
Ben is the Vice President of Business Succession and Estate Planning for Ivy Wealth Management. For the better part of 40 years Ben has taken a holistic approach to financial planning incorporating asset protection, retirement planning...
Ralph Coppola , CLU®, ChFC®, AIF®
Vice President, Corporate Benefits
Ralph is the Vice President of Corporate Benefits and a Senior Advisor for Ivy Wealth Management. He focuses on assisting companies with designing and implementing sustainable benefits for their staff including corporate retirement...
Michael Raspallo, CLU®, ChFC®, AIF®
Senior Advisor & Vice President, Business Succession and Estate Planning
(401) 921-4129
Mr. Raspallo brings 40 years of experience as an independent financial advisor in both major markets and small firm settings. He began the company to fill a void that left business owners and their families vulnerable...
Emilio J. “Mel” Senesi, Jr., AIF®, PPC®, CFP®, ChFC®, CLU®
401 (k) Advisor
(401) 921-4129
After receiving a Bachelor’s Degree from The University of Rhode Island, Mel Senesi entered the financial services arena and has been working in the industry ever since. Mel’s current practice is largely focused on...
Sean M. Marchetti
Financial Advisor
(401) 921-4129
Mr. Marchetti offers financial planning and wealth management guidance and specializes in dynamic investment processes. He utilizes equities, preferred stocks, bonds, Exchange-Traded Funds, mutual funds, annuities, and alternative...
Jeremy P. Doran
Retirement Coach
(401) 921-4129
Mr. Doran provides strategic financial planning and has access to a wide range of wealth management options to assist his clients in pursuing financial independence. He spends a lot of time getting to truly understand his clients and...
Jerry Tisser, CLU, ChFC
Vice President, Insurance Services
401-681-4267
Michael A. Kiernan
Financial Planner & Investment Advisor
Michael Kiernan is a Financial Advisor at Ivy Wealth Management and began his financial services career at Merrill Edge, a Bank of America company. He works directly with our clientele to provide timely support and guidance in helping...
Todd H. Sadwin, AIF®
Chief Operations Officer & Financial Planner
Todd H. Sadwin is the Chief Operations Officer and Financial Planner for Ivy Wealth Management. He started his financial services career in 1999 for GE Financial and today works with individuals, families and business owners to help...
Jackie Herzig
Senior Client Associate
Jackie Herzig is our Senior Client Associate at Ivy Wealth Management. In her role, she assists clients with their transition to the firm, as well as continuously throughout their relationship with the firm, by coordinating all...
Deb Senesi
Director of Administration
(401) 921-4129
Deb Senesi attended St. Raphael Academy and Providence College. After working as the personnel manager for a manufacturing company for seven years, she was referred into a financial service business. She attained her license for the...
Olivia Caronna
Financial Planner & Client Associate
Olivia Caronna is a Client Associate at Ivy Wealth Management and helps clientele with all of their administrative needs from the time they transition to, and throughout the life of their relationship with, our firm. With nearly ten...