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®
Retirement Plan Advisor & 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...
Ralph Coppola , CLU®, ChFC®, AIF®
Retirement Plan Advisor & 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®
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®, CFP®, ChFC®, CLU®
Retirement Plan 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...
Michael A. Kiernan, CFP®
Financial Planner & Investment Advisor
Outside the office, Michael trains for competitive (Amateur) golf and enjoys running and weightlifting. He currently resides in West Warwick, RI. Michael Kiernan is a Financial Advisor at Ivy Wealth Management and began his financial...
Bryan LeBeau
Financial Professional
(401) 681-4267
As a Financial Advisor at Ivy Wealth Management, Bryan helps his clients by having a clear understanding of their financial goals, developing a well-defined plan to help them achieve those goals, and providing ongoing advice and...
Benjamin Veglas
Financial Advisor
Ben Veglas is a Financial Advisor at Ivy Wealth Management. He started his career at Fidelity Investments where he gained a wealth of knowledge in their planning department. He now brings that expertise to every client...
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
Director, Private Client Administration
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, Retirement Plan 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...