Our Team

Brad Ingegneri, CFP®, CRPC®, AIF®
brad@ivywealth.net
(401) 681-4266 ext. 11

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 provide his clients with a truly unbiased and objective approach to their planning and investments.  Brad has worked in the financial services industry since 2001 and draws from his personal investment experiences dating back to 1985.  He earned his bachelor's degree from the University of Pennsylvania and his master's degree from Yale University and holds the CERTIFIED FINANCIAL PLANNERTM, Chartered Retirement Planning CounselorSM and Accredited Investment Fiduciary® designations.

​Outside the office, Brad is passionate about supporting his children's academic, musical and athletic endeavors; riding motorcycles, four-wheelers and snowmobiles with his family; and rooting passionately for his hometown favorite Patriots, Red Sox, Celtics and Bruins!

Mark Piccerelli, AIF®
mark@ivywealth.net
(401) 681-4266 ext. 14

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 complex world of insurance, investments and retirement plans.  He focuses on providing fiduciary investment advice to corporate retirement plans.  In his role, Mark provides education and enrollment support to plan participants as well as retirement plan reviews and fiduciary guidance to plan sponsors.  As a result of his process and dedicated service to his clientele, Mark has been recognized as a three-time winner of the Rhode Island Monthly "Wealth Manager Award".

Mark attended Bryant University and is very active in his community.  ​He currently holds the Accredited Investment Fiduciary® designation.  Outside of work, Mark enjoys spending time fishing, boating and golfing with his family and friends.
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​Not affiliated with Securities America

David Lea III
dave@ivywealth.net
(401) 681-4266 ext. 16

David Lea III is the Vice President of Insurance Services for Ivy Wealth Management.  With nearly two decades of insurance industry experience at Brokers' Service Marketing Group, a nationally recognized insurance broker, Dave brings a wealth of knowledge to our client planning process.  In his role, Dave works directly with clients to leverage his expertise of insurance products and carriers to provide innovative solutions for proper risk management as part of their overall comprehensive planning.

​Specializing in Life, Long Term Care and Disability insurances, Dave uses his knowledge to craft solutions for estate planning, business planning and retirement planning clients.

Dave is a graduate of the University of Rhode Island.
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​Not affiliated with Securities America

Jackie Herzig
jackie@ivywealth.net
(401) 681-4266 ext. 12

Jackie Herzig is our 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 administrative tasks and duties in a timely manner.  With more than two decades of office management experience and client support, she is the glue that holds our firm together.
Todd H. Sadwin, AIF​​®
todd@ivywealth.net
(401) 681-4266 ext. 13
​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 them achieve their long-term financial goals through comprehensive financial planning. As the COO Todd is responsible for the day to day operations  for Ivy Wealth Management.

Todd attended the University of Rhode Island where he majored in psychology. He resides in Cranston, Rhode Island with his wife, Bernadine and their children, Max and Zoe.
Ralph Coppola , CLU ®, ChFC ®, AIF​®
ralph@ivywealth.net
(401) 681-4266 ext. 18

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 plan level consulting and individualized education to the plan participants.
  
Ralph earned his Bachelor of Science from the University of Rhode Island.

Ralph and his wife Andrea live in Warwick, RI and enjoy traveling and spending time with family and friends.  In his free time, Ralph enjoys sailing, scuba diving, reading and doing projects around his home.
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​Not affiliated with Securities America
Ben Ingegneri, CLU ®, ChFC ®
ben@ivywealth.net
(401) 681-4266 ext.
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, and estate planning. As an advisor to business owners, Ben has  worked with a variety of professionals to assist with business valuations, succession planning and corporate buy-out opportunities.

​In addition to his work with business owners, he works with families with special needs dependents, assisting them with long-term planning for their financial security.

Ben earned his Bachelors of Science in Business Administration from Bryant University. He resides in South Kingstown, RI with his wife Rose Marie.
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​Not affiliated with Securities America