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How We Work

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:

 Our collaborative team approach adds perspective to all we do resulting in added benefit for our clients.

Meet Our Team

Brad Ingegneri, CFP®, CRPC®, AIF®

Founder & President

(401) 681-4266 ext. 11

Brad@IvyWealth.net

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...

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Mark Piccerelli, AIF®

Retirement Plan Advisor & Vice President, Retirement Plan Services

(401) 681-4266 ext. 14

Mark@IvyWealth.net

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...

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Ben Ingegneri, CLU®, ChFC®

Vice President, Business Succession & Estate Planning

(401) 681-4266 ext. 17

Ben@IvyWealth.net

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...

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Ralph Coppola , CLU®, ChFC®, AIF​®

Retirement Plan Advisor & Vice President, Corporate Benefits

(401) 681-4266 ext. 18

Ralph@IvyWealth.net

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...

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Michael Raspallo, CLU®, ChFC®

Senior Advisor & Vice President, Business Succession and Estate Planning

(401) 262-2040

(401) 921-4129

MRaspallo@IvyWealth.net

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...

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Emilio J. “Mel” Senesi, Jr., AIF®, PPC®, CFP®, ChFC®, CLU®

401 (k) Advisor

(401) 262-2044

(401) 921-4129

MSenesi@NERetirement.com

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...

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Paul Cooney

Vice President, Retirement Plan Services

312-285-4461

401-681-4267

paul@ivywealth.net

Paul Cooney is a Financial Professional for Ivy Wealth Advisors. With more than two decades of industry experience he has demonstrated a profound commitment to advancing financial education and making a meaningful impact on the lives...

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Sean M. Marchetti

Financial Advisor

(401) 262-2052

(401) 921-4129

SMarchetti@IvyWealth.net

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...

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Jeremy P. Doran

Retirement Coach

(401) 262-2048

(401) 921-4129

JDoran@IvyWealth.net

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...

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Michael A. Kiernan

Financial Planner & Investment Advisor

(401) 681-4266 ext. 15

Michael@IvyWealth.net

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...

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Bryan LeBeau

Financial Professional

401-217-3588

401-681-4267

bryan@ivywealth.net

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...

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Jerry Tisser, CLU

Vice President, Insurance Services

401-681-4266 x 16

401-681-4267

jerry@ivywealth.net

With over 35 years in the business, Jerry has extensive knowledge of the everchanging landscape of sophisticated insurance products used to address such needs as Business Succession Planning (ex. Buy-Sell, Key Person) Non-Qualified...
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Olivia Caronna

Director, Financial Wellness Program & Personal Finance Coach

(401) 681-4266 ext. 20

Olivia@IvyWealth.net

As Director of Ivy Wealth Management’s Financial Wellness Program, Olivia works closely with retirement plan advisors at the firm to assist corporate plan sponsors enhance the education and application of personalized financial...
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Benjamin Veglas

Financial Advisor

401-681-4266

bveglas@ivywealth.net

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...

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Todd H. Sadwin, AIF​​®

Chief Operations Officer & Financial Planner

(401) 681-4266 ext. 13

Todd@IvyWealth.net

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...

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Jackie Herzig

Director, Private Client Administration

(401) 681-4266 ext. 12

Jackie@IvyWealth.net

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...

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Deb Senesi

Director, Retirement Plan Administration

(401) 262-2045

(401) 921-4129

DSenesi@NERetirement.com

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...

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