Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Brad Ingegneri, CFP®, CRPC®, AIF®
Founder and 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®
VP Retirement Plan Services
David Lea III
VP Insurance Services
Ben Ingegneri, CLU®, ChFC®
Vice President of Business Succession and Estate Planning
Ralph Coppola , CLU®, ChFC®, AIF®
VP Corporate Benefits
Michael Raspallo, CLU, ChFC®, AIF®
Senior Advisor & Vice President, Business Succession and Estate Planning
(401) 921-4129
mraspallo@cornerofficefinancial.com
Mr. Raspallo, founder of Corner Office Financial, LLC, brings nearly 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...
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
smarchetti@cornerofficefinancial.com
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
JDoran@CornerOfficeFinancial.com
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...
Todd H. Sadwin, AIF®
Chief Operations Officer and 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...
Michael A. Kiernan
Financial Advisor
Jackie Hertzig
Senior Client Associate
Diane Marchetti
Administrative Associate
Deb Senesi
Director of Administration
(401) 921-4129
Olivia Caronna
Client Associate

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.