Lenox Office

Meet The Team

 

Harvey Siegel, CPA
Senior Financial Advisor

Harvey Siegel is a Senior Financial Advisor at Apella Capital, LLC. Mr. Siegel is a Certified Public Accountant (CPA) and has forty years of experience working with and consulting for the providers of investment management services. Previously, Mr. Siegel was the Chief Executive Officer and Chief Investment Officer of ARC Investment Planning & Management, a Lenox-based investment advisory firm that he co-founded. Previously, he was the Controller and Associate Director of Operations for Sanford C. Bernstein and Co., a leader in the development of discretionary account management for individuals and institutions. He also served as the Executive Vice President and member of the Board of Directors of Atalanta Sosnoff Capital, then a New York Stock Exchange (NYSE) listed Investment Advisor managing $5 billion for institutions and individuals.  

Mr. Siegel is a past member of the Personal Financial Planning Committee of the New York State Society of CPAs (NYSSCPA) and has authored articles on the taxation of investment income and tax efficient investment strategies for The CPA Journal. He holds a B.B.A. in Accounting from the City University of New York and lives in Lenox, MA with his wife.

 
 
 

Edward S. Richter, CPA/PFS
Senior Financial Advisor

Edward S. Richter is a Senior Financial Advisor at Apella Capital, LLC. Mr. Richter is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with almost four decades of practice experience, specializing in providing personal financial planning and sophisticated tax planning services to individuals for the last 25 years. Prior to his role at Apella Capital, Mr. Richter was the co-owner and President of ARC Investment Planning & Management, a Lenox-based investment advisory firm. He was also a partner and owner of a certified public accounting firm in Albany, NY. He holds a B.S.B.A. in Accounting from Boston University.

Mr. Richter grew up in the greater New York City area and currently resides in Lenox, MA, where he raised his family. He served nine years on the Board of Trustees Lenox Library Association, the last four as Treasurer. His interests include traveling to national parks and monuments, collecting wood fired ceramics and researching contemporary jazz musicians.

 
 

Barry M. Wesson, CPA
Senior Financial Advisor

Barry M. Wesson is a Senior Financial Advisor at Apella Capital, LLC. Previously, Mr. Wesson was a Principal of ARC Investment Planning & Management/WS Securities Incorporated for over 25 years. He also spent three years as the Economic Development Officer for the City of New York, served as Chief Financial Officer of The Garvin Bantel Corp, a government bond brokerage firm, and was an audit principal at Seidman and Seidman, a CPA firm located in New York City. He received his B.B.A. in Accounting from The City College of New York- Baruch School.

Mr. Wesson lives in Lenox, MA with his wife of over 40 years, Adrienne, a librarian in the Lenox Library. His son, Paul, and his wife, Piper, both teach English and reside with their two children in Taiwan. His daughter, Eve, is a social worker in Boulder, CO.

 
 

Peter Leppones, CFP®
Financial Advisor

Peter Leppones, CFP® has more than 20 years of experience in the financial services industry, specializing in financial planning and financial protection solutions. Mr. Leppones joined Apella Capital in 2016 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification. Previously, he was employed by Life Plans of New England/GBS as an Area Vice President where he served as a key resource for their marketing initiatives and client onboarding. He also has experience with product selection and case design, as well as substandard underwriting.

Mr. Leppones has volunteered his time with a variety of local organizations, including Cub Scouts, Southington Youth Lacrosse, and Bread for Life, a local soup kitchen. He holds a B.S. degree in Finance from Central Connecticut State University and currently resides in Southington, CT with his wife, son and daughter.

 
 

Laura Delmolino, CFP®
Financial Planner

Laura Delmolino has over 25 years of experience in the financial services industry, including roles at Ameriprise Financial and Montauk Financial. Previously, Ms. Delmolino was with ARC Investment Planning & Management since 2012, a Lenox-based investment advisory firm. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and has a Certificate in Financial Planning from Boston University. She graduated from the Massachusetts College of Liberal Arts with a B.S. in Business.

Ms. Delmolino resides in Adams, MA with her husband and two sons. In her spare time, she enjoys hiking, high school basketball games and weekend getaways.

 
 

Jayashree Ganesh
Associate Portfolio Manager 

Jayashree (Jay) Ganesh is an Associate Portfolio Manager at Apella Capital, LLC. Previously, Ms. Ganesh spent 14 years at ARC Investment Planning & Management, gaining vast experience and institutional knowledge in her roles as Client Services Representative, Operations & Project Manager, and Associate Portfolio Manager. She has a B.S. in Commerce and Accounting from the University of Madras, India and is an associate member of the Institute of Chartered Accountants of India (ACA) and the Institute of Cost and Works Accountants of India (AICWA).

Ms. Ganesh lives in Pittsfield, MA with her husband and two daughters. In her spare time, she loves to pursue her passion for music and dance and is a core volunteer/committee member of several non-profit community organizations in Albany, NY, including AIM for Seva, a charitable organization aimed at providing education to underprivileged children from rural India.

 
 

Heidi Rauscher
Portfolio Administrator

Heidi Rauscher has over 20 years in the financial services industry, including extensive operations and customer service experience. Prior to her role at Apella Capital, she was a Portfolio Administrator for ARC Investment Planning & Management for 10 years. She has also held positions at Phoenix Home Life, MassMutual, and Franklin-Templeton.

Ms. Rauscher holds a B.A. in Psychology with a minor in Business Administration from Westfield State University. She is a native of the Berkshires.

 
 

Shawn O'Sullivan*
Client Relationship Specialist

Shawn O’Sullivan first joined Apella Capital’s sister firm, Symmetry Partners, LLC, as an intern in 2016. In the spring of 2017, Mr. O’Sullivan transitioned into the role of Client Relationship Specialist as a full-time employee. In his current role, he serves as a resource to Apella’s clients in multiple capacities, including assisting in the financial planning process and offering client relationship and operational support. Additionally, Mr. O’Sullivan supports Apella’s growing team of advisors to ensure that the needs of clients are met on a daily basis. 

Mr. O’Sullivan graduated from The University of Connecticut with a bachelor’s degree in Economics. He grew up in southern Connecticut and currently resides in New Haven County.  

 

* Support staff located in Glastonbury, CT

Please be advised that Apella Capital, LLC does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.

Real Time Web Analytics