15-29 EMPLOYEES

8

Pell Wealth Partners

Employees 18 | Firm Type Broker Dealer affiliate | CEO Geri E. Pell | Location Rye Brook, NY | Primary Custodian Ameriprise Financial | Broker Dealer Ameriprise Financial Services Inc.

Pell Wealth Partners recognizes the importance of family, so besides a flexible work schedule and telecommuting option, it gives its employees who have children, the day off for every first day of school – from elementary school to college. Pell also recognizes loyalty by giving its employees an anniversary gift card of $100 for every year employed at the company ($500 for an employee’s fifth year), and a car lease on their 10th-year anniversary. Volunteerism is also encouraged at the firm. Among other charitable activities, the staff helps pack food three times a year at the Westchester Food Bank, ­­­­­­and holds an annual shredding and e-waste recycling day that is open to the community.