Geri E. Pell is CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services. She believes that when done well, financial planning and investment management can be used to heal stress for families, not create it.
A certified financial planner, Pell has appeared on CNBC, "NBC Nightly News" and other TV outlets, and has been quoted in The Wall Street Journal, The New York Times and Financial Planning and REP magazines. In addition to running her practice, Pell travels the country as a mentor, educator and counselor to women and new financial advisors. She was recognized as one of the country's Top 100 Women Financial Advisors by Barron's each year from 2009 to 2012.
Prior to founding Pell Wealth Partners, Pell worked in corporate finance and treasury at General Foods, Hoffmann-LaRoche and Bristol-Myers. She graduated the University of New York at Albany with a bachelor's degree in accounting and received an MBA in finance and international business from New York University's Stern School of Business.