Skip To Content
Back to News List

ESL Investment Services Employee Makes 2015 List of Top 100 Bank Advisors by Bank Investment Consultant Magazine

Rochester, NY — ESL Investment Services, LLC, is pleased to announce that wealth manager Joseph A. Cappello was recently named to the list of Top 100 Bank Advisors by Bank Investment Consultant magazine. Cappello was ranked 72 out of 100.

The ranking recognizes the most successful bank and credit union advisors based on several key areas: (1) 2015 assets under management; (2) trailing 12-month production; (3) percentage growth in AUM from the previous year; (4) percentage growth in production; (5) amount of fee-based business; and (6) the ratio of production to assets under management.

Prior to his employment at ESL Investment Services, LLC, Cappello served as portfolio manager within the Private Wealth Management Group at JPMorgan Chase.

Cappello received a bachelor’s degree in political science and a master’s degree in business administration, both from St. John Fisher College. He holds Series 7 and Series 63 registrations through LPL Financial, as well as an insurance license. He is also a Certified Plan Fiduciary Advisor (CPFA), a Certified Mutual Funds Counselor (CMFC), and a Registered ParaPlanner (RP).

Cappello resides in Webster with his wife and their two children.

Click here to check the background of this investment professional on FINRA's BrokerCheck.

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