Rise Private Wealth Management’s Geri Eisenman Pell Recognized Among Crain’s New York Notable Leaders in Finance

Rye Brook, New York (June 30, 2025) – Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, is pleased to announce that Private Wealth Advisor & Co-Founder Geri Eisenman Pell, CFP®, MBA, CDFA®, has been named to Crain’s New York 2025 Notable Leaders in Finance list.

This award showcases executives within the financial services industry who make a difference in the New York community which ranks among the largest financial marketplaces in the world.

“I am delighted to be recognized alongside this group of industry leaders and innovators,” said Ms. Pell. “The ability to help and guide others, through various stages of their lives through the financial planning process, has been a highlight of my career and I am thankful to Crain’s New York for including me on their Notable Leaders in Finance list.”

Since 2017, Crain’s Notables has recognized over 5,000 outstanding leaders across a diverse range of industries. Honorees are selected through a peer nomination and editorial review process and recognized for their commitment to advancing their industry and community.

About Geri Eisenman Pell
Beginning her career as a financial advisor in 1986, Ms. Pell has had a significant impact on the Ameriprise community and the wealth management industry at large, mentoring and guiding other female financial advisors in an industry where they continue to be in the minority.

As an extension of her commitment to championing women in the field, Ms. Pell currently serves on the Advisory Board of the Women’s Leadership Alliance, an organization that is dedicated to increasing female representation among financial advisors. In recognition of her commitment to, and impact on, women in the field, Ameriprise Financial honored her with the Fostering Excellence in Women award in 2025.

As a private wealth advisor Ms. Pell believes that when done well, financial planning and investment management can be a healing modality. She believes strongly that working with money through the financial planning process relieves stress and gives people peace of mind.

Ms. Pell has had the distinct honor of being recognized by Barron’s as one of their Top 100 Women Financial Advisors from 2009-2024. She has often been ranked as one of Barron’s Top 1,200 (2014-17, 2019-25) and Top 100 Independent (2020, 2023-24) Financial Advisors in the country. In 2019, she became the first female advisor at Ameriprise to be inducted to the Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists). She has also been named a Forbes Top Women Wealth Advisor and Best-in-State Wealth Advisor (2021-2025). Most of all, Ms. Pell is proud to be part of the Rise Private Wealth Management team, recognized as a Top 250 Wealth Management Team by Barron’s (2024-25) and a Best-in-State Wealth Management Team by Forbes (2023-25).

For more information about Crain’s, visit https://www.crainsnewyork.com/awards/geri-eisenman-pell-notable-leaders-finance-2025

About Rise Private Wealth Management
Rise Private Wealth Management encompasses more than 85 team members across 12 locations, with $4.3 billion in assets invested through Ameriprise per company data as of June 30, 2025.

Rise Private Wealth Management provides advice that is anchored in a solid understanding of client needs and expectations and strives to bring confidence, simplicity, and success to their finances. For more information, contact them at 914.253.8800 or visit their offices located at 800 Westchester Avenue, Suite 300 in Rye Brook or The Churchill 300 East 40th Street in New York City.

About Ameriprise Financial
Ameriprise Financial has been putting clients first for 130 years (1). Our advisors develop ongoing one-to-one relationships and take time to understand what’s truly important to clients and their families. We offer a comprehensive approach to financial planning that helps our clients feel more confident, connected and in control of their financial life. Ameriprise Financial has more than $1.4 trillion in assets under management, administration and advisement (2).and more than 10,000 financial advisors (3).

1. Company founded June 29, 1894.
2. Ameriprise Financial Q1 2025 Earnings Release.
3. Ameriprise Financial 2024 10-K

Ameriprise Financial cannot guarantee future financial results.
Third-party organizations mentioned are not affiliated with Ameriprise Financial, Inc.
Crain’s New York Business recognizes an individual’s contributions in the local community based on information provided by applicants. A $25 application fee was submitted for consideration. Recognition is the sole opinion of Crain’s New York Business and not indicative of future performance or representative of any one client’s experience. Investment performance is not a criterion.
Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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