Lenox, MA

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.

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.

Matt DiBattista is a dedicated Associate Advisor who joined our team in November 2022. With a strong background as a derivative analyst, Matt brings a wealth of knowledge in financial markets to our organization. However, what truly sets him apart is his unwavering passion for assisting individuals in achieving their financial aspirations.

Throughout his career, Matt has demonstrated an exceptional ability to analyze complex financial data and identify opportunities for optimization. He has a track record of providing invaluable insights to advisors and colleagues alike.

Matt’s genuine desire to make a positive impact, makes him a valuable asset to our team. He is dedicated to understanding the unique needs of our clients and crafting tailored solutions to help them achieve their financial goals.

Becky Besaw joined Apella Capital in September 2021. She previously worked for Adams Community Bank in Lenox and Four Seasons Resorts in Hawaii. A veteran in management and customer service, she has over 15 years financial experience and over 10 years in hospitality. She is passionate and committed to individual client needs. She resides in Dalton with her daughter, enjoys travel and the cultural attractions of the Berkshires.