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Four ESL Investment Services Employees Make List of Top Investment Advisors by Bank Investment Consultant Magazine

Rochester, NY — ESL Investment Services, LLC is pleased to announce that financial advisors Allen Cantoni, Joseph Cappello, Natalie Estabrooks, and Christian Gehlen were recently named to the list of Top 100 Investment Advisors by Bank Investment Consultant magazine.  The ranking recognizes advisors with the highest average production across the industry. 

From among 100 advisors, Cappello was ranked 40, Cantoni was ranked 74, Estabrooks was ranked 78, and Gehlen was ranked 100. The rankings were based on six categories of investment management: (1) 2016 assets under management; (2) trailing — 12 month production; (3) percentage change in assets under management from the previous year; (4) percentage change in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-assets under management.  The honorees are profiled in the December 2016 issue of Bank Investment Consultant magazine.

Allen Cantoni was hired as a financial consultant for ESL Investment Services in 2015.  Prior to joining ESL, Cantoni served as a financial consultant for M&T Securities and AXA Advisors respectively.  Cantoni holds a bachelor’s degree in business administration, from the University of New York at Buffalo.  He resides in Rochester.

Joseph Cappello has more than 17 years of experience in the investment field.  Cappello joined ESL Investment Services in 2009 as wealth manager. Prior to his employment at ESL, Cappello served as portfolio manager within the Private Wealth Management Group at JPMorgan Chase. He resides in Webster with his wife, and their two children.

Natalie Estabrooks has more than 12 years of experience within the financial industry. She joined ESL Investment Services as a financial consultant in 2012. Previously, Estabrooks worked as a financial advisor at M&T Securities. She resides in Avon, with her husband, and son.

Christian Gehlen is a 20-year veteran of the financial services industry. Gehlen joined as a financial consultant for ESL in 2014. He most recently served as regional vice president with AXA Equitable. He resides in Fairport, with his wife, and their three children.

 

About ESL Investment Services, LLC

Established in 1996, ESL Investment Services, LLC, provides a full range of financial services, including retirement planning, insurance, financial planning, and wealth management.

Fixed annuities and insurance are offered through ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union. ESL Investment Services, LLC, and ESL Federal Credit Union are not insurance companies or insurance underwriters. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL Financial and its affiliates.

ESL Investment Services, LLC, and ESL Federal Credit Union are not affiliated with LPL Financial or its affiliates.

Securities and advisory services offered through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor. Insurance products may also be offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Kansas, Maine, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wyoming.

For more information, contact:

Rich Pulvino, APR
Manager, Corporate Communications
rpulvino@esl.org
585.336.1009