Geri E. Pell
Geri Eisenman Pell, CFP, MBA, CDFA, Private Wealth Advisor and CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc., has been a financial advisor since 1986.
Among numerous national recognitions, Ms. Pell has appeared on CNBC, CNN, NBC Nightly News, and Fox Business News. She has also been quoted in and written articles for The Wall Street Journal, The New York Times, USA Today, Financial Planning, Financial Advisor, and Registered Rep Magazines. For the past few years, Ms. Pell was a member of CNBC’s first Digital Financial Advisor Council. As CNBC worked to strengthen their digital presence, members of the Council, such as Ms. Pell, contributed to the site through guest columns and on-air appearances enriching their content as it related to real-life financial planning.
Ms. Pell has had the distinct honor of being recognized as one of the Top 100 Women Financial Advisors in the country by Barron’s Magazine from 2009-2018. She was also named to Barron’s list of Top 1,200 advisors in the country in 2014-2017. Ms. Pell was recognized as one of Financial Times Top 400 Financial Advisors from 2017-2018 and was a 2017 Brava Award Winner by Smart CEO. Most recently, she was inducted into the Business Council of Westchester’s Hall of Fame recognizing her professional accomplishment, community service, and leadership as their 2018 Women in Business honoree.
In 2016, Ms. Pell was recognized in an article by Westchester Magazine as one of Westchester’s 30 Most Intriguing People. Her focus is on helping high-net-worth clients plan their financial goals for a lifetime and beyond. She believes that when done right, financial planning can be a life-changing experience, re-aligning your relationship with wealth. Ms. Pell is a firm believer in the idea that working on money, investment, and family issues should be a healing, non-stress-inducing process. Clients often tell her she sits at the intersection of money and life.
One investment strategy Ms. Pell feels particularly passionate about is Socially Responsible Investing or Impact Investing. Geri believes in the power of investing with your values as a means of supporting companies that have environmental, social, and governance policies that coincide with clients’ individual morals and values.
As the owner of a growing and successful practice of 16 team members, including 8 financial advisors, Ms. Pell continues to travel the country as a mentor, educator, and counselor for women and new advisors on financial planning initiatives and practice management. She has helped to train thousands of advisors over the years through one-on-one training, partnering sessions, and large group workshops. Ms. Pell is extremely proud of the knowledgeable team she leads and the culture they have all created, and in 2018, Pell Wealth Partners was recognized by InvestmentNews as one of the “Best Places to Work for Financial Advisers.”
Ms. Pell is a graduate of SUNY Albany, with a Bachelor of Science in Accounting. She went on to receive a Masters of Business Administration in Finance & International Business from New York University’s highly regarded Stern School of Business in 1981. Prior to the conception of Pell Wealth Partners, Geri gained experience working in corporate finance and treasury at General Foods, Hoffmann-LaRoche, and Bristol-Myers.
Ms. Pell is a member of the Global Advisory Network for World Pulse, an international organization that uses the power of interactive media to connect and bring a global voice to women worldwide. She is also President of the Board of Trustees for Treehouse Shakers, an organization that brings dance and storytelling to children. Geri is on the Westchester Business and Professional Board of UJA, is a member of the UJA Women’s Executive Counsel in NYC, and chair of The Performing Arts Center, Purchase College Advisory Council. Other areas of philanthropic involvement include the Food Bank for Westchester & Girls Inc. of Westchester which focuses on topics Geri considers important both personally, and as an investing philosophy for sustainability and environmental & governance awareness.
Always striving to achieve balance in her life, Ms. Pell’s passions include music, yoga, reading (at the beach), and traveling. Most of all, she enjoys listening to her son Duncan play piano and guitar and having engaging conversations with her older son, Ben, who teaches History at a high school in Brooklyn.