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 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 PLANNER™, Chartered Retirement Planning Counselor℠ 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!