ESL Investment Services, LLC Registered Representatives ^top
Leo Iacobelli, President and Chief Operating Officer
Leo joined ESL Investment Services, LLC in 1997, was appointed Vice President in 1999 and became President and Chief Operating Officer in March, 2003. He manages all aspects of ESL Investment Services, LLC with an underlying objective to achieve optimum service results for its clients with comprehensive programs, products, and services. To that end, the organization currently administers more than $400 million in assets under management. Leo works at the ESL Administrative Offices at 100 Kings Highway in Irondequoit.
Michael P. Amico, Financial Consultant
Mike is a well-experienced financial consultant who is licensed through LPL Financial to offer mutual funds, annuities, stocks, and bonds. For more than forty years, Mike has used extensive knowledge of these products including the concept of Asset Allocation to provide sound investment portfolio choices for his clients. Mike serves clients at the ESL Brighton office.
Mary Anne Barcellona, Financial Consultant
Mary Anne is licensed to sell investment products offered through LPL Financial and has been in the financial services industry for over 10 years. She provides a broad range of strategies and tools to assist clients in building wealth and achieving financial goals. Mary Anne is located at the ESL Webster and Penfield offices.
David Borrelli, Financial Consultant
Dave is a seasoned financial consultant with more than twenty years experience. Holding licenses for mutual funds, annuities, and stocks, he has won numerous recognition awards for providing outstanding service. Dave and his clients discuss their investment and retirement plans at ESL offices in Kodak Buildings 28 and 205, and the ESL branch in Chili.
Sal Cipparuolo, Financial Consultant
With more than thirty years of experience, Sal has acquired a deep understanding of how to properly develop investment portfolios. Selecting the right mix of investment products, Sal creates programs that accurately reflect the growth and income needs, risk tolerance, and time horizon of his clientele. Sal consults with clients at his office in the ESL Long Pond branch.
Paul J. Duchyns, Financial Consultant
Paul is licensed through LPL Financial to sell mutual funds and annuities. With nearly 30 years experience in the financial services and insurance industries, including professional experience as an entrepreneur and as a personal banker, Paul helps his clients plan and work toward their economic goals. Paul has a well-rounded understanding of the issues that face his clients and provides them with personalized and objective advice and guidance in managing their investment and retirement portfolios.
Scott P. LaRuez, Sr, Financial Consultant
Scott has held a number of responsible positions in the financial services industry for over twenty years. During that time he gained comprehensive knowledge of and experience in leveraging numerous investment instruments in a variety of complex scenarios. Scott is skilled at consulting with clients to delineate and analyze their financial situations and develop strategic solutions to further their financial planning goals. He has received numerous awards for outstanding service. Scott provides these services from the ESL Ridgeway office.
Claire Marote, Financial Consultant
With nearly twenty years of experience, Claire believes success should be measured not just by your financial well-being, but by how confident you feel about your future. She provides clients with personalized, objective advice and strategies in line with their goals, risk tolerance, and time frame for goals. She services clients at the ESL Cobblestone and Pittsford branches.
Sheila Murphy, Financial Consultant
A 30-year veteran of ESL Federal Credit Union, Sheila has held numerous managerial and consultative positions. Her extensive knowledge uniquely qualifies her to help people in various life stages plan for their financial needs. Working from both the ESL Irondequoit and Culver Ridge branches, Sheila provides clients with comprehensive financial solutions to fit their personal investment style.
Maggie Ridge, Financial Consultant
Maggie Ridge has been in the financial services industry for over six years. She joined ESL Investment Services LLC in 2005 as a Client Service Representative providing daily support to the Financial Consultants and their clients. Maggie now represents investment products offered through LPL Financial. Her office is located at the ESL Merchants Walk and State Street offices.
Ethan Spelman, Financial Consultant
Ethan has been in the financial services field for almost 10 years. During that time, he has worked in a variety of positions with the focus of building longstanding financial relationships with his clients. Ethan works from the Mt. Read office.
David E. Gansz, Insurance Counselor
David is a twenty-year veteran of the financial security planning industry. He is an Insurance Specialist with extensive knowledge of all phases of life insurance, long term care insurance, and wealth transfer planning. With access to several of the area's top rated insurance companies, David works closely with clients to understand specific needs and present the most cost effective solution. David meets with clients at any ESL branch, based on their convenience. His office is located at the ESL Administrative Offices in Irondequoit.
Joelle Donahoe, Compliance Manager
As Compliance Manager, Joelle is responsible for the regulatory compliance functions. She conducts field examinations of the financial consultants at the ESL branches and assists them in complying with the regulatory issues that govern this industry. Joelle also reviews investments, advertising, and sales literature. Her understanding of the regulatory rules and regulations is the result of over ten years of experience within the investment industry. Joelle works from the ESL Administrative Offices in Irondequoit.
Patti Green, ISLLC Support Services Manager
Licensed through LPL Financial and experienced, Patti oversees all Operational & Client Service functions. She ensures support of all the Financial Consultants as they develop and manage investment accounts for their clients. Patti also acts as a liaison between the clients and their Financial Consultants. Patti's office is located in the ESL Administrative Offices in Irondequoit.
Joanne Liberti, Operations Specialist
Joanne joined ESL Investment Services, LLC in 2000 as Operations Specialist after seventeen years in operations. She is responsible for all operational functions including the processing of new account paperwork and investment company trading. As a licensed administrative assistant through LPL Financial, Joanne also acts as a liaison between LPL Financial and ESL Investment Services, LLC's Financial Consultants. Joanne works out of the Administrative Offices in Irondequoit.
Sara Martel, Sales Assistant
Sara has experience in the financial services industry with a focus on providing excellent customer service. As a licensed administrative assistant through the LPL Financial, she acts as a direct contact for prospective clients. Sara joined ESL Investment Services, LLC in 2008 and helps to provide sales support to the Financial Consultants. Her office is located in the ESL Administrative Offices in Irondequoit.
Toni Mc Ninch, Client Service Representative
A 16 year veteran of ESL Federal Credit Union, Toni is licensed through LPL Financial and experienced in the financial industry. She joined ESL Investment Services LLC in 2004 and provides valuable support to the Financial Consultants. Toni is also in touch with clients on a regular basis, providing them with information on products and services along with updates on their accounts. She works out of the ESL Administrative Offices in Irondequoit.
Cynthia Oakden, Client Service Representative
Cynthia Oakden has been in the financial services industry for over seven years, and has an extensive background in operations management and customer service. As a licensed administrative assistant through LPL Financial, she acts as a direct contact for the mutual fund and annuity companies. Cynthia joined ESL Investment Services LLC in 2007 and helps to provide daily support to the Financial Consultants. Her office is located in the ESL Administrative Offices in Irondequoit.