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Leo Iacobelli Awarded 2021 Top Director by Kehrer Bielan Research & Consulting

Rochester, NY — Kehrer Bielan Research & Consulting recently announced the selection of Leo Iacobelli, president & chief operating officer, ESL Investment Services, as a 2020-2021 Top Director for outstanding leadership of investment services business.

Iacobelli is one of 71 investment services leaders to be recognized as part of the Kehrer Bielan Awards. He received recognition as a finalist in the large firms category, for firms with 25-50 advisors.

Top Directors were selected based on their firms’ performance across eleven metrics: Revenue penetration of deposits, year-over-year growth in revenue, advisor revenue productivity, investment assets per advisor, clients per advisor, revenue per client, investment assets per client, asset productivity, advisory revenue per advisor, life insurance revenue per advisor, and advisor coverage of deposits.

Iacobelli’s tenure with ESL Investment Services stretches more than 25 years. He joined the organization in 1997 as investment manager, and was named president & chief operating officer in 2003.

About ESL Investment Services

Since ESL Investment Services was founded in 1997, it has grown to a team of approximately 50 professionals who, through LPL Financial, provide sound investment advice to the Greater Rochester community to help move them steadily toward their goals. ESL Investment Services provides access to a full range of financial services, including retirement planning, insurance, financial planning and wealth management.

Media Contact:

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