From individuals to families to business owners, our dedicated team of advisors know how to get the job done. After discussing your goals and current situation, they’ll work with you to design a plan to turn your vision into reality.
Daniel Aguanno has been assisting his clients in working toward financial security since 2007. The financial planning process begins with an initial meeting to clearly define what is important to each client. After specific goals are agreed upon, Dan and his team develop customized financial planning strategies to address each objective. Through the implementation of independent recommendations, Dan ensures his clients stay on track with their financial plan.
Dan is a Certified Financial Planner® (CFP®) professional and holds his series 7 registration through LPL Financial, his series 66 registration through Bleakley Financial Group and life and health insurance licenses. He graduated from Rutgers University with a bachelor’s degree in economics and political science. Dan is an avid outdoorsman and a proud supporter of Rutgers University.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CA Insurance License #0K64304
Michael is a financial advisor at Bleakley Financial Group. He focuses his practice on assisting individuals and small business owners achieve their financial goals. Michael and his team bring a unique and diverse background to the practice that includes investment services, asset and income protection and personal planning.
Michael is a graduate of Lehigh University with a Bachelor of Science in Accounting. He holds the FINRA Series 7 registration through LPL Financial and his Series 66 through Bleakley Financial Group. Prior to joining Bleakley Financial Group, Michael was an analyst at Merrill Lynch in their Fixed Income, Currencies and Commodities division and an Associate with PricewaterhouseCoopers in their Banking and Capital Markets practice.
Outside of the office, Michael enjoys spending time with his family.
Sal Asta is the Director of Investment Operations for Steve Goldenring's team. In this role, he heads operations for Steve as a centralized point person regarding all investment, insurance, planning, and service needs of his practice.
Previously, Sal was employed as the head of operations for an RIA firm with offices in White Plains, NY, and Woodcliff Lake, NJ.
Sal has a Bachelor of Arts degree in Economics from Bucknell University and a Juris Doctor degree from Quinnipiac University School of Law. He has been in the financial industry since 1999 and holds the Series 65 as well as life and health insurance licenses.
Sal resides in Montvale, NJ with his wife, two children, and two dogs.
Michael is a Principal and Wealth Advisor with Bleakley Financial Group. For over 25 years, Michael has served high-net-worth families to manage the complexities of their financial lives. He collaborates closely with his clients to create tailored plans that address both their immediate and long-term needs. He has a deep passion for his clients’ success, aims to preserve the assets they worked so hard to earn, and is intentional about reducing their financial anxiety.
Michael’s commitment to exceptional service is reflected with his consistent recognition as a Top 1,200 Advisor by Barron's (2019, 2021-2024) and a Best-In-State Wealth Advisor by Forbes (2018-2024).
In addition to his professional achievements, Michael serves on the Board of Visitors at the School of Human Ecology within the University of Wisconsin-Madison, his alma mater, where he majored in personal finance. This role allows him to contribute to the education of the next generation of financial professionals. Outside of work, he is an avid golfer and enjoys spending time with his wife, Heidi, and their three children, Jordyn, Ethan, and Claire. Michael also loves spending time with Bo, his four-year-old cavapoo.
Michael Axelrod is solely an investment advisor representative of DBA Bleakley Financial Group, LLC and not affiliated with LPL Financial.
CA Insurance License #0F53912
Nathan Barbakoff’s mission is to help his clients address their hopes and dreams by implementing thoughtful wealth management strategies, while also providing outstanding service and the utmost care.
Nathan works to prioritize his clients’ goals, and to create a strategic financial plan for their particular needs. He will use a range of tax-efficient investment and insurance strategies with the goal to protect clients’ wealth. Working with Bleakley Financial Group, Nathan has access to world-class planning resources and investment research to support his clients.
Nathan takes great pride in enabling his clients to feel in control of their financial future.
Nathan Barbakoff is solely an investment advisor representative of DBA Bleakley Financial Group, LLC and not affiliated with LPL Financial.
Sal joined Bleakley in November 2020 as a Client Service Manager and has worked in the industry since 2012.
He graduated with an M.B.A. in Finance from Seton Hall University and holds Series 7 & 66 registrations.
Outside of the office, Sal is a sports enthusiast who enjoys traveling and spending time with his friends and family.
Drew Besonson is the President of Poise Wealth. His focus is on advanced business, estate, and estate tax planning. He has made it his career to help clients achieve their financial goals by applying the pillars of financial planning when creating their plan. He simplifies complex financial issues for his clients, resulting in their ability to make informed decisions.
Growing up in rural Pennsylvania, Drew learned early on the values of hard work and respect. At the age of 24, Drew became the youngest World Champion showing Quarter Horses professionally. This achievement motivated him to further his education at the University of Michigan. Upon graduation he established his roots in Metro Detroit.
Besonson’s passion for assisting others includes working with local nonprofits. He serves as a Board Chair of Orchards Children’s Services, which provides needed services of family preservation and adoption in Michigan. He also actively serves as a Beaumont Health Foundation Trustee, with a special interest in childhood illness research and their Neonatal Intensive Care Unit. When not focused on his business and philanthropy, Drew takes pleasure in cooking and gardening. He also enjoys traveling abroad.
Investment advice offered through Bleakly Financial Group, a registered investment adviser. Drew Besonson is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Bleakley Financial Group and Poise Wealth are not affiliated with LPL Financial.
CA Insurance License #0D90612, AR Insurance License #7074639
Jon P. Betlow, Partner, CFP®, CLU®, ChFC®, CLTC®, states, “I am fortunate to be surrounded by a fantastic team here at Bleakley. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients.”
Jon, who has 25 years of experience, holds CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Certified Long-Term Care (CLTC®) designations. He also holds his Series 6, Series 7 and Series 63 licenses through LPL Financial. He received a Bachelor of Business Administration from the Ross School of Business, University of Michigan.
Jon enjoys playing golf and traveling with his wife and their two sons. Jon is on the Board of Directors of the Metropolitan Golf Association and is actively involved in supporting junior golf through the MGA Foundation as well as The First Tee organization.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance License #0C77169
Sjoerd serves as the Director of Trading and Unified Managed Accounts at Bleakley, having joined the firm as an intern in March 2016. With a solid foundation in financial economics and mathematics from Caldwell University, and further honed by achieving the Chartered Financial Analyst (CFA) designation in April 2023, Sjoerd has consistently demonstrated exceptional skill in investment research, portfolio analysis, and strategic financial planning. His rise through the ranks to his current position, which he assumed in January 2024, underscores his dedication to excellence and a keen analytical acumen that significantly contributes to our firm's strategic direction and operational efficiency.
In his current role, Sjoerd is instrumental in shaping the firm's trading strategies and unified managed account offerings, to help ensure that our investment strategies not only meet but exceed our clients' expectations. His leadership is characterized by a forward-thinking approach and a deep commitment to the financial industry.
Outside of work, Sjoerd cherishes the time spent with his family. He enjoys exploring the outdoors and creating lasting memories with his wife, Alondra, their daughter, Layla, and their two Labradors, Holland and Oakley.
In his role as Chief Investment Officer, Peter leads the team that is responsible for the development, management and oversight of Bleakley’s investment management program, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and asset allocation decisions. Peter also is the portfolio manager of a global macro multi-asset strategy and one focused on global income.
Prior to joining Bleakley, Boockvar was a managing director and the Chief Market Analyst for the Lindsey Group – a macro economic and market research firm founded by former Federal Reserve Governor Larry Lindsey. In this role, Boockvar was responsible for global economic & market research at the firm.
Before his time with the Lindsey Group, Peter worked as a macro analyst and portfolio manager for Omega advisors and had previously been a partner at Miller Tabak & Company where he was an equity strategist and portfolio manager.
Peter’s market insights are frequently sought out by industry leaders and for the last 5 years has been a regular guest host and contributor on CNBC programs. He is also regularly quoted in articles for Forbes, Barron’s, Bloomberg, CNN Money and a number of other news outlets. Peter graduated magna cum laude with a BBA in Finance from The George Washington University.
Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. Peter serves as Chief Investment Officer of Bleakley Financial Group.
Christopher has served as a Senior Research & Investment Analyst for 15 years at Bleakley Financial Group before moving to a small RIA in Red Bank, NJ for a year. Now he has rejoined the Bleakley family as a Registered Sales Associate & Client Relationship Manager.
Chris graduated from Montclair State University in Upper Montclair, NJ. He currently resides in Bridgewater, NJ with his 3 kids. In his spare time, he enjoys spending time with his family and fishing the waters of NJ.
Marlene has a multifaceted role as part of the HR department, providing emotional support to employees through one-on-one interactions, facilitating team-building activities, and enhancing communication and trust across the firm. For the last 7 years she has been responsible for shaping and maintaining the firm's culture, ensuring a positive and productive work environment for everyone.
Marlene offers coaching services to Bleakley’s clients as well, helping them navigate through various life circumstances. She is a dedicated coach with close to a decade of experience empowering individuals to achieve their personal and professional goals.
In 2016, Marlene received her coaching certification from The Institute of Professional Excellence in Coaching (iPEC). She has been a member of the International Coaching Federation (ICF) since 2017.
In her free time, Marlene enjoys working out, being outdoors, traveling and spending time with her family and friends.
Liberty has been assisting clients in the financial industry since 2008 and became a part of Tre’s practice in 2016. Liberty is a Chartered Financial Consultant (ChFC®) and holds her series 7 registration through LPL Financial, her series 6 and 63 registrations through Bleakley Financial Group and life and health insurance licenses.
Liberty oversees investment operations for Tre’s practice and understands the need for close attention to detail and excels at completing complex assignments, from start to finish. Within Tre’s team, Liberty works directly with our clientele, beginning in the on-boarding process and throughout different times in our client relationships. Because of her skill set, she has multiple touch points with clients throughout implementing and helping to manage existing client’s investments.
Liberty spent her childhood in Indiana but now resides in Lakewood, Colorado where she spends her leisure time hiking in the Rocky Mountains, snowshoeing, and spending time with her family and friends.
Christopher J. Cella has been serving his financial clients since 1984. His over 30 years of experience allows him to provide insight in developing specific plans and strategies for his clients to achieve their financial goals.
Chris graduated from Rowan University, with a Bachelor of Science in Finance and Marketing from the Rohrer College of Business. He holds Series 7, 63 and 66 licenses and custodies his clients assets with LPL Financial, Charles Schwab and Pershing LLC.
Chris and his wife are the proud parents of three children. He enjoys (trying) to play golf and is an avid fitness enthusiast.
CA Insurance License #0B14769
Laurence T. Celniker has 33 years of experience as a financial services professional. His focus is on individual clients with high net worth and deferred compensation plans with Fortune 500 companies (Hasbro, John Wiley & Sons and L3 Communications).
Laurence is a Chartered Financial Consultant® (ChFC®) who specializes in retirement financial planning, investment portfolio management, cash value life insurance and premium finance strategies, and estate and tax planning.
Laurence graduated from the E. Claiborne Robbins School of Business, University of Richmond with a Bachelor of Science in Business Administration. He has four children and resides in Mountain Lakes, New Jersey.
CA Insurance License 0C90330
Jack is a Principal and Wealth Management Advisor with Bleakley Financial Group. He is a Certified Public Accountant (CPA®) and Chartered Life Underwriter (CLU®) with 40 years of experience helping clients achieve their financial goals. Jack specializes in working with a diverse clientele, providing personalized financial blueprints to help ensure long-term financial freedom. His approach emphasizes setting proactive goals and making informed financial decisions that significantly impact future financial stability. Jack has an unwavering commitment to helping his clients succeed and aims to reduce the financial stresses of saving for college education and retirement.
Over the years, Jack has been recognized for his commitment to clients in numerous publications. He has consistently been recognized as a Best-in-State Wealth Advisor by Forbes (2019-2024), a Top 1,200 Advisor by Barron’s (2020, 2022, & 2024), and a Financial Times Top 400 Financial Advisor (2019).
Jack holds a Bachelor of Science in Accounting from Stonehill College, which he continues to support, and he is an active alum of Delbarton School, where he serves on their Board of Regents. In addition, Jack is highly active in the community, supporting multiple causes. He is a Board of Trustees member for the Center for Great Expectations, a women’s shelter in Somerset, New Jersey. Jack also regularly supports the Interfaith Food Pantry in Morris County, the Tunnels to Towers Foundation, the Knights of Columbus, the Friendly Sons of St. Patrick (Morris County), and Wreaths Across America. Outside of work, Jack is passionate about community service and enjoys contributing to initiatives that support and uplift individuals in need.
Award Disclosures
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Barron's Top 1,200 Advisor award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Financial Times Top 400 Financial Advisor awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.
CA Insurance License #0B86926
Michael Core is Executive Director at Bleakley, where he collaborates with various departments and advisory teams to implement processes and procedures that enhance efficiency across the firm. In his role, Michael is instrumental in developing best practices, running the firm’s marketing efforts, creating new content for advisors, and managing the company website.
As the point person for onboarding new advisor teams and staff, Michael ensures a smooth transition to the Bleakley platform. He guides new teams through the integration process, aligning them with the firm’s best practices and procedures to support their success from day one. Michael is a member of the Executive Committee, contributing to the strategic direction of the organization.
With over a decade of experience in the financial services industry, Michael began his career in 2011 as an associate to a Wealth Management Advisor, focusing on both client acquisition and servicing. He later transitioned to operations as a Director of Training and Business Development before joining Bleakley in 2019.
Michael earned his Bachelor of Science in Business Administration with a concentration in Finance from Montclair State University. He resides in Parsippany, NJ, with his wife, Alexis, their daughter, Serena, and their son, Josh.
Prior to joining Bleakley as Corporate Financial Analyst, Brooke Crawford was a Billing Associate with an RIA responsible for functions including accounting, bill generation, invoicing, and account review.
Brooke graduated with a BS in Finance and Marketing from Centenary University.
Outside of the office, Brooke enjoys spending time outdoors and attending sporting events
Jessica Damon personifies “service”. Her 10+ year background in retail banking is evident when you speak with her. She works with clients on many aspects, from investment and insurance paperwork, special events and other service assistance for clients. She is also a Notary Public and happily helps clients in this area.
A Virginia native, Jessica lives with her family (and dog) in Williamsburg. She is "the source" for Girl Scout Cookies in our office! She also has a wicked sense of humor, something you'll likely get to experience when working with her over time!
Ty is an analyst for the Bleakley UMA Team, responsible for ensuring our clients' investment portfolios are set up accurately and their funds are properly allocated across investments. He continuously monitors these portfolios to meet and exceed client expectations, providing tailored investment solutions that align with their financial goals.
He holds a Bachelor’s degree in Economics from Rutgers University. His academic background equips him with a strong foundation in financial analysis and economic principles, enabling him to support our clients effectively.
Outside of work, he enjoys traveling, playing golf, and spending quality time with family and friends.
Shaun’s approach is to listen to clients’ personal and financial objectives to help individuals and businesses clarify goals, identify needs and facilitate solutions. Shaun prides himself on providing honest recommendations that help solve the financial needs for each client.
Shaun lives in Westford, MA with his wife and 3 children. In the few moments that he is not working or parenting, Shaun enjoys reading, listening to music, relaxing with friends and family, playing the guitar, and sports of all kinds. His favorite “get away from it all” place is the lakes and mountains of New Hampshire.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Mark J. Feldman has been serving his clients since 2000. States Mark, “My goal is to work with my clients, building enduring relationships rooted in mutual trust and respect. Once established, I want my clients to feel confident knowing I have a clear understanding of their financial dreams and have committed myself to creating a system that works towards making these dreams a reality.”
Mark is a Certified Financial Planner® (CFP®) professional and holds CLTC® Certification for Long-Term Care planning
Mark graduated from Lehigh University with a BS in Finance. He is married to his wife Stacey and has 2 children, Jake and Hannah. Mark is an avid fitness enthusiast and active in his local JDRF chapter, working for the movement to help end Type 1 diabetes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CA Insurance License #1515871
Amy has been part of Poise Wealth as the Operations Assistant for over 7 years. She provides administrative support to the team and an exceptional client service experience. Additionally, she is the team member who assists with the set up and maintenance of client’s online access.
She works with the marketing team to develop and implement new marketing strategies with a focus on philanthropic work. “One of my proudest moments working with Poise Wealth was my role in writing a grant which resulted in a $15,000 award to a charity we hold close to our hearts, Orchards Children’s Services.” This is one of several organizations where she shares her time for the betterment of the community.
Amy is a devoted wife and mother of 2, who balances time between family and career. She spends her leisure time creating memories with her family boating, snowmobiling and traveling. A Louisiana native, she expresses her carefree personality through her skills in the kitchen.
Joseph has served as the director of advanced planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.
Prior to joining the firm, Joseph spent four years with The Prudential Insurance Company as a consultant assisting top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar and executive bonus plans, and analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Joseph also worked for New York Life Insurance Company as a planner and mentor working with field force in developing financial plans for clients.
Joseph earned a BA in Accounting from Widener University and an MBA in Finance from Fairleigh Dickinson University. He holds life and health insurance licenses, as well as the FINRA series 7, series 63 and series 66 registrations through LPL Financial.
Stephen C. Goldenring works to help clients stay on course to achieve their financial goals while providing hands-on interaction and superior service along the way.
Stephen began his career in financial services in 1986. He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He has a Bachelor of Science degree in Business Administration from Bucknell University.
Stephen enjoys spending quality time with his wife and two children, particularly on the golf course, where his children also play tournament golf. Stephen enjoys coaching and playing soccer, having represented the USA both playing and coaching in the World Maccabiah Games in Israel.
CA Insurance License #0B89605
Dimitri joined Bleakley as an intern in September 2011 and currently serves as a Senior Research and Investment Analyst. He works closely with wealth advisors to create fully integrated wealth management proposals for their clients. Dimitri performs a wide-range of financial planning duties, including security research, portfolio design, retirement, tax and educational modeling, trading and risk management for the advisors. Prior to joining the firm on a full-time basis, he served as the Head of Research and Investment Analysis at Pioneer Financial.
Dimitri is a graduate of Caldwell University, with a Bachelor of Science in Accounting and a minor in Marketing.
His FINRA Series 7 and Series 66 Licenses are held through LPL Financial.
Outside of the office, Dimitri is a sports enthusiast, especially soccer. He also enjoys spending time with family and friends, fitness, reading and travelling. He was born and raised in Barbados.
Jeremy is the Chief Financial Officer at Bleakley Financial Group, bringing over 20 years of corporate finance experience to his role. He leads all aspects of accounting, financial reporting, planning and analysis, budgeting, tax, treasury, advisor compensation, and human resources. Jeremy is hyper-focused on driving performance through effective use of data, execution, and cross-functional teamwork.
As a member of Bleakley’s Executive Committee, Jeremy understands the importance of being a trusted business partner and steadfast leader to boost profitability, mitigate risk and improve the overall financial standing of an organization. His expertise with organic and inorganic growth aids leadership decision-making, supporting the firm’s long-term strategic objectives.
Prior to joining Bleakley, Jeremy held key finance and operational positions at Geller & Company, The Blackstone Group, UBS, and Barclays Capital (legacy Lehman Brothers), where he led strategic planning & budgeting, management reporting, expense efficiency and corporate development initiatives. He holds a BS in Leadership & Consumer Economics from the University of Delaware and an MBA in Finance & Strategic Management from the Villanova School of Business.
Jeremy and his family enjoy traveling, sports, nature and participating in local philanthropic activities for various organizations.
Tyler joined the team in March of 2019 and has been working in the industry since 2017. He assists with the investment operations and client relations for Andy Schwartz.
Tyler graduated with a BS in Finance from the Pamplin College of Business at Virginia Tech.
Outside of the office, Tyler is an avid sports fan and reader. He enjoys spending his time with his dog Shea and watching Hokies football on Saturdays in the Fall.
Jonathan understands complex financial issues and how they can affect life goals. He works with clients to fully understand their situation and looks to build a relationship that will serve their needs over time.
Preparing for the future is a long-term process that requires customized intricate approaches. Being a part of Bleakley Financial Group gives Jonathan access to an expert financial planning team and an investment research team. With these resources at his side and his ability to sit with clients and understand their goals, he has all the necessary tools to help his clients work towards their goals.
Jonathan graduated from Villanova University with a BA in Economics. He holds the FINRA Series 7, Series 63, Series 65 and Series 66 security registrations through LPL Financial. He also holds his life and health insurance licenses.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CA Insurance License #0K52696
Steve’s primary responsibilities at Bleakley include the day-to-day accounting functions, as well as Financial Statement preparation and analysis, annual budgeting, monthly preparation and distribution of advisor income statements, and maintaining corporate banking relationships.
Steve has been with Bleakley since December 2021. Prior to joining Bleakley, he spent 13 years working in various accounting roles across several industries. Steve also holds a CPA License in the State of New Jersey, that he received in 2011.
In his free time, Steve enjoys playing golf, snowboarding, and spending time with his wife and two children.
Kevin approaches every day with one goal in mind – to ensure the highest level of investment advice and service to his clients. Ethical, honest, accountable, and responsive are values that form the cornerstone of all interactions Kevin maintains with his clients.
Kevin’s career in financial services began in 1982; his practice has since thrived in the community. He specializes in retirement planning and investment and portfolio analysis and design. Kevin graduated from the American College with the following professional designations:
RICP conferred by The American College.
Kevin enjoys spending his life with his wife, Mary, and daughter, Amara. He is also an accomplished chef – having graduated from the world-renowned Culinary Institute in Hyde Park, New York. Kevin has a special appreciation for his horses, since he not only trains them, but they train him too. From his experiences of showing and training horses, Kevin has learned patience and the importance of integrity and honest communication. Kevin’s passions also include golf, Penn State football, and being mentally and physically at the top of his game. Don’t be surprised if you see Kevin at a yoga or palates class!
Anthony Holden has been performing investment research, creating financial plans and managing investment portfolios for wealth management advisors since 2005. After starting with UBS Financial Services, he later worked for Wachovia Securities and Wells Fargo Advisors before joining Bleakley Financial Group in December of 2011. Anthony brings particular expertise in multi-asset portfolio construction and tax-managed investing strategies, as well as extensive experience evaluating both public and private investment managers as well as retirement cash flow modeling. He holds a BA in Mathematics from The University of Texas at Austin and six-plus years of experience in computer security software implementation and management.
Adam oversees the administrative, technological, and operational aspects of the firm’s investment advisory and risk management divisions.
In addition to Adam’s operational role, he also functions as the firm’s paraplanner, assisting in nearly every step of the financial planning process. Adam’s responsibilities include portfolio analysis, presentation construction, and the coordination and implementation of solutions.
David Johnston is the managing partner of Amwell Ridge Wealth Management and a CERTIFIED FINANCIAL PLANNER™. Dave built the firm around the fundamental belief that a proper financial plan begins with risk management, infuses innovative, enhanced diversification within an investment portfolio, and provides for an efficient transfer of wealth to the next generation.
Dave’s exceptional communication skills allow him to explain, without all the industry jargon, how various aspects of clients’ wealth management and financial planning coordinate.
Education:
Community Organizations:
Personal:
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jen oversees many of the day-to-day operations of our office, ensuring it operates smoothly and efficiently. Additionally, Jen coordinates all aspects of the firm’s special events and speaking engagements, including public seminars, webinars, conferences, and client appreciation functions.
Education:
Personal:
Paul has been the Director of Wealth Management Services of Poise Wealth since 2013. Additionally, his 13 years of experience in the financial service industry with an RICP designation (Retirement Income Certified Professional) provides meaningful value to his role at Poise Wealth. Paul assists in analyzing client information, as well as developing and implementing planning strategies. His motivation and desire to help clients is knowing he can make a difference in their financial lives.
Paul is a graduate of Michigan State University and is the proud father of his son, Kyle. In his personal time, Paul enjoys traveling to warm destinations with his girlfriend; learning Spanish, Bachata, and scuba diving. He gives back to his community by volunteering with Scouting USA.
RICP conferred by The American College.
CA Insurance License #4115696
Ken has served as a research and investment analyst since joining the firm in 2012. He is responsible for the preparation and drafting of investment proposals and reviews retirement income plans and trades. He is a graduate of Caldwell University with a degree in mathematics.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Yousef graduated with a Bachelor’s Degree in Finance from the University of Houston-Downtown. Since then, he has worked in the Financial Services industry since 2012, continuously gaining experience in Insurance, Investments, and Estate Planning. As a seasoned Client Relationship Manager, he is passionate about advancing the office’s service and operations excellence.
Yousef has obtained his Group One Insurance License, Series 6, 63, and 7 Securities License, as well as his Certified Financial Planner designation.
Outside of the office, Yousef enjoys quality time with friends and family, home building projects, and cooking new recipes.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients’ wealth.
Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements.
Mike is an avid fitness enthusiast and sports fan. He is a Certified Financial Planner® (CFP®) and holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Rob Kohn has a deep knowledge of financial planning strategies and works with clients to help implement and maintain their plans. A CERTIFIED FINANCIAL PLANNER™ (CFP®), Rob has mastered the art and science of financial planning. He's very analytical but also works hard to ensure clients’ plans are focused on what really matters in someone’s life. Rob enjoys running scenarios for clients and showing the “live” impact on financial plans. He often works with our clients' young adult children, who are his peers.
Having lived in Georgia, Japan and Northern Virginia as a kid, Rob, his wife and rescue dog now call Richmond, VA home. He is a graduate of Old Dominion University but is a big University of Georgia "Dawgs" sports fan. He enjoys playing kickball, golf and a whole host of team sports.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
RICP conferred by The American College.
Steve has been with the firm for over 20 years, is the Chairman of our Investment Committee, and a member of our Executive Committee. He also chairs the subcommittees for our UMA program, Alternative Investments, & Structured Products. He is a member of the subcommittees for our Firm’s Model Portfolios and for Group Retirement Plans. His primary responsibility is to serve as co-captain of our “Think Tank” where investment portfolios are analyzed, and proposals are written. Steve often joins our advisors on Zoom calls with clients to explain investment topics in detail.
Prior to joining Bleakley in 2002, Steve worked for the mutual fund family Alliance Bernstein and the insurance company Northwestern Mutual. He graduated from West Chester University with a B.S. in Economics and a B.S. in Finance.
He married his high school sweetheart, Mary, in 2003. They now have three great kids. Steve loves to run, bike, & ski.
Stephen Kuhn is solely an investment advisor representative Bleakley Financial Group and not affiliated with LPL Financial.
Gary has been a member of our team since 1993. Gary’s goal is to ensure that your needs are met by setting up client status meetings with your financial professional so that we are aware of your changing needs as your priorities and goals evolve.
A proud father of their three children Tricia, Jennifer, and Benjamin; Gary and his wife Carol are proud to announce they have been married for 30+ years! Gary enjoys exploring historic cities in the United States, and celebrating the rich culture and architecture of the American heritage.
Frank Lepore is a Wealth Management Advisor and Partner with Bleakley Financial Group. For over 15 years, Frank has worked with his clients to develop a complete financial plan – whether a client is focused on managing current financial success or on protecting and preserving assets over the long term. It has been his mission to develop enduring relationships with people by providing professional guidance for a lifetime of financial independence.
Frank graduated from Montclair State University with a Bachelors of Science in Business Administration and concentration in Finance. He is a member of the Board of Advisors at Montclair State University and an active supporter of Toys for Tots.
In his personal life, Frank enjoys coaching youth sports, playing golf, and spending time with his wife and three children.
CA Insurance License #0F11615
Stephanie works closely with retirement plan sponsors consulting on fiduciary, investment, operational and regulatory issues relating to Bleakley’s retirement plan practice.
Prior to joining Bleakley, Stephanie spent 14 years specializing in retirement in both sales and client services at Unified Trust Company, a national retirement plan record-keeper. Stephanie was also involved in establishing and executing strategic business initiatives for the firm.
Stephanie received a BBA in Finance from the University of Kentucky Carol Martin Gatton College of Business & Economics. She also holds a Master’s in Business Administration from Morehead State University and received the Qualified Plan Financial Consultant (QPFC) credential through ASPPA in 2013.
Stephanie and her husband reside in Central Kentucky and are the proud parents of three children. When she is not working or busy with her children’s activities, Stephanie enjoys traveling, spending time outdoors, and cheering on the Kentucky Wildcats.
Josh Lewis began his financial career in 2013, marking him as one of the vital relative newcomers to a field that desperately needs them.* Josh’s philosophy of service exemplifies his outlook. “Clients, no matter how big or small, come second to none. We take the time to provide the best service and personal attention, ensuring that everyone can reach their goals.”
In addition to his years at Bleakley Financial Group, Josh worked as a financial advisor for Northwestern Mutual. He is a graduate of Johnson & Wales University and active in the Columbia High School Booster Foundation.
CA Insurance License #4105885
Mary G. Lundstrom is solely an investment advisor of Bleakley Financial Group, LLC, and is not affiliated with LPL Financial.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CA Insurance License #0G74719, AR Insurance License #6985161
Christopher started his financial career right out of college, at AXA Advisors. While in that corporate environment, he learned that operating as an independent Registered Investment Advisor would allow him to provide more efficient and transparent solutions for his clients. His practice serves entrepreneurs, C-level executives, affluent families and environmentally conscious companies across the United States.
Christopher is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He graduated from Rutgers University with a bachelor’s degree in Sociology and Economics. Christopher has also been acknowledged by Forbes/Shook on the “Best In-State Next-Gen Advisors” list in 2019 and “America’s Top Next-Generation Wealth Advisors” list in 2017 and 2018.
In his spare time, Christopher enjoys yoga, golf, fishing, sailing and traveling around the world.
Christopher Mackin is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance License #0F87939
Michelle started her career in financial services in 2012, and in 2016 she teamed up with her brother, Christopher. She has always had a passion for working with people and quickly embraced the wealth management process her brother offered. Michelle finds incredible gratification in customizing strategies for their clients. Those clients include entrepreneurs, C-level executives and affluent, environmentally conscious individuals across the United States.
Michelle graduated from Rutgers University with a bachelor’s degree in Psychology and Communications. She holds her series 7 registrations through LPL Financial and the Series 66 registrations held through LPL Financial and Bleakley Financial Group.
In her spare time, she enjoys traveling, beach days, boat trips, living a healthy lifestyle, and spending time with her family and dog.
Paul has been serving clients at Bleakley Financial since 2000. Prior to joining the firm, Paul spent seven years an investment advisor at Republic National Bank.
Paul graduated from The Citadel, The Military College of South Carolina, with a Bachelor of Science in Business Administration and a Bachelor of Arts is Spanish. Paul also earned a Juris Doctorate from Brooklyn Law School and a Masters Business Administration from Baruch College, Zicklin School of Business. He maintains FINRA Series 7 & 63 registrations through LPL Financial and holds insurance licenses for life & health.
Paul lives in Chatham, New Jersey and retired from the US Army National Guard in 2012 after 20 years of service as an Artillery Officer. Paul is an enthusiastic New York Jets fan and is an avid tailgater. He enjoys motorcycling, spending time at the Jersey Shore and trips to Orient Beach in St. Martin.
David is the Portfolio Manager of the Bleakley Benestar Investment Strategy, which focuses on the vast healthcare, life sciences and wellness sectors. David is also a member of Bleakley’s Investment Committee.
David’s investment management and sector focused experience is extensive and broad-based. Prior to joining Bleakley, David spent nearly two decades managing healthcare sector investment portfolios at major hedge funds, including 14 years at Omega Advisors, where he served as Partner, Portfolio Manager and Healthcare Sector Head.
Previously, David was a healthcare lawyer at leading law firms and within industry, where he advised on complex regulatory, legislative and policy matters, and helped structure M&A, capital financings and other corporate transactions for diverse healthcare organizations. Additionally, David has managed private investments for a strategic venture fund.
David has a B.A. in Political Science from Clark University, a J.D. from Brooklyn Law School, an M.B.A. from New York University’s Stern School of Business, and an M.P.H. from Yale University.
David lives in Weston, CT, is avid about fitness, a passionate and long-suffering Knicks fan, a history buff, and most enjoys spending time with his wife Amy and their two children, Julia and Sam.
Since 1998, John has been assisting high net worth families achieve their financial goals and objectives related to accumulation, protection, and distribution of wealth by applying a special blend of knowledge and skill. John focuses on his clients goals and common sense and integrity are the cornerstone values that drive that process.
John’s mission is to understand his clients situations by helping them identify their needs, educating them, offering potential strategies, respecting their assets, and monitoring their progress.
CA Insurance License #0F31630
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Michael McKiernan will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy to help you achieve your vision for the future.
Mike holds Series 7, Series 63 and Series 65 licenses through LPL Financial. He began his career as a financial advisor with Northwestern Mutual in 1988, and he has over 20 years of experience performing in various roles within the financial services industry. He received his bachelor’s degree in business from Rutgers University.
Mike enjoys spending time with his wife and their three children. The family is active in their church and enjoys boating and traveling.
David Mecca is a Financial Advisor at Bleakley Financial Group. He helps individuals, families and business owners work towards financial security through comprehensive financial planning. David has always been passionate about working in finance and finds no greater reward than helping his clients pursue their personal and professional financial milestones.
David is a Certified Financial Planner® (CFP®) professional and hold his Series 7 and 66 licenses through LPL Financial, as well as insurance licenses. He attended the University of Rhode Island with a major in Finance.
In his free time, David is an avid traveler, and has travelled to 20 countries and counting.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CA Insurance License #4072394
Alexis Miller is the Director of Investment Research and Bleakley, where she is primarily responsible for the due diligence efforts of the firm and serves on the firm’s Investment Committee. Alexis leads the development and implementation of investment strategies, conducts in-depth market analysis, and provides tailored investment recommendations to Clients. She helps to ensure that the firm’s investment approaches align with market trends and client goals. Alexis is also responsible for the due diligence and product selection for the Alternative Investment platform at Bleakley.
Prior to joining Bleakley, Alexis worked at Morgan Stanley in the Wealth Management and Institutional Divisions, providing tailored investment advice and product strategies to retail and institutional clients.
Alexis graduated with a BA in Business, Entrepreneurship, & Organizational Studies from Brown University. Outside of the office, Alexis enjoys playing golf, reading, and spending time with her family and friends.
Louise Monti joined the team in 2003. Louise is a native Atlantan and holds a Bachelor´s degree from the University of Georgia. She holds both her life and disability insurance licenses as well as the FINRA 6, 7, and 63 registrations held with LPL Financial. Louise also holds the FINRA Series 66 securities registrations with Bleakley Financial Group and LPL Financial.
Louise and her family live in Snellville where she is very involved at her church, St. John Neumann as well as her children’s activities.
Vince, a seasoned executive with nearly two decades of experience in the financial services industry, serves as the Chief Operating Officer at Bleakley Financial Group. His diverse background encompasses business development, strategic planning, marketing, operations, and talent acquisition, enabling him to bring a unique perspective to the firm's leadership team.
As a member of Bleakley's Executive Committee, Vince plays a pivotal role in driving the firm's organizational growth, efficiency, and innovation initiatives. His strategic vision and operational expertise have been instrumental in positioning Bleakley for long-term success in an increasingly competitive landscape. Vince's commitment to excellence and his ability to foster a culture of collaboration and continuous improvement are the underlying principals helping to drive positive change at work and in life.
In addition to his executive responsibilities, Vince is passionate about empowering financial advisors to reach their full potential. He provides marketing consultation and business coaching services to advisory teams within the firm, leveraging his extensive knowledge and experience to help them grow their practices and deliver exceptional value to their clients.
Beyond his professional achievements, Vince is dedicated to making a positive impact in his community. He resides in Denville, New Jersey, with his wife Lindsay and their three children. Together, they actively support several organizations that hold deep personal significance, including Autism Speaks, Alex’s Lemonade Stand and SAY: The Stuttering Association for the Young. Through their involvement and generosity, Vince and his family strive to create a better future for those facing unique challenges and adversities.
Brett joined the firm in 2005 and currently serves as a senior research and investment analyst. He is responsible for investment research, fund analysis, portfolio analysis, investment recommendations and client communication. He is part of a team that provides strategies on improving tax efficiency and portfolio quality as well as market commentary, observations and performance. Brett is a graduate of Susquehanna University with a Bachelor of Science in Finance. He holds his FINRA Series 7 registration through LPL Financial.
Joe has been with the team since 1991. His primary focus is client service which includes compiling and organizing client data and assisting with plan design, facilitating the aspects of plan implementation and responding to any questions and concerns our clients may have along the way.
Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser. Joseph Patterson is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
John is a graduate of Duke University with a B.A. in Psychology and Classical Studies. Upon graduation in 1990, he entered the financial industry. While his initial focus was on the risk management side of financial planning, in 2004 he transitioned his business to incorporate a comprehensive planning approach that integrates both risk and wealth management strategies to help his clients pursue their personal goals.
John lives in Atlanta with his wife, Nancy. They have three children, Meg, Jack and Luke. John is passionate about spending time with his family and helping his children grow into distinguished young adults. They love to travel together and create lasting memories.
John is an active member of the Holy Spirit Catholic Church and loves participating in various outdoor activities such as fishing and hiking. John is also an avid sports fan and enjoys cheering on the Duke Blue Devils and Atlanta Falcons. John is also a member of the Atlanta Homosassa Fishing Club.
John is a current Board Member of The Schenck School, which is a school that specializes in remediating students with dyslexia using the Orton-Gillingham teaching system. This method of learning allows students to reenter mainstream schools within a 1-4 year period of time.
In addition, John gives back to his alma mater, Duke University, by interviewing prospective students in the metro Atlanta area who have applied for admission to Duke.
Over the course of his financial career John has earned the Certified Financial Planner® (CFP®) and Chartered Life Underwriter (CLU®) designations. He currently holds the series 6, 63, and 7 securities registrations held with LPL Financial.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CA Insurance License #0B85290, AR Insurance License #1393690
A born teacher, Harold uses his deep knowledge and education around tax, retirement income and estate planning strategies to help our clients work towards whatever is most important to them. While Harold loves getting into analytical discussions about market strategies, he also knows that our industry is filled with jargon and he meets you where you are. His calm demeanor is particularly valuable in situations where someone is in a major life transition - losing a spouse, divorce or planning for an upcoming retirement.
A native of the Netherlands, Harold received his BS in International Marketing and a Masters in Financial Services.
Harold can be found biking around Williamsburg, including his commute to the office. He and Tracy have two teenage sons and love travel and great food.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Harold Philipsen is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
RICP conferred by The American College.
CA Insurance License #0I13780
Jaime is the Director of the Client Services Desk, leading a team of Client Service Associates to support Bleakley advisors with excellent support. She came to Bleakley in June of 2022 after 6 years of working in OSJ’s & RIA’s and is a member of the Bleakley Management Team.
In her prior career Jaime was a NASDAQ market maker at Lehman Bros then a Managing Director with Smith Barney responsible for creating & running 3rd Market NASDAQ trading. She served on the NASD 19c-3 Committee and as a member of the Security Traders Association of NY. She holds Series 7 and 63 registrations through LPL Financial, as well as her life & health insurance licenses, and is a notary public. Jaime grew up on Long Island, then NYC before arriving in North Caldwell, NJ where she raised her 3 fabulous, talented children and her boxer, Mac. As a right brain/left brain type, she has degrees in Studio Art and Advertising Design and enjoys all things creative.
Karen is primarily responsible for client service matters and helps facilitate the new client onboarding and orientation process. Often functioning as a client’s initial contact, Karen also coordinates meeting times and assists in the implementation of the firm’s communication strategy.
Prior to joining Amwell Ridge, Karen had similar responsibilities as the office manager of another independent financial planning firm.
Education:
Personal:
Adam joined Bleakley Financial Lehigh Valley in 2021 as a Wealth Advisor. He came with over 3 years of experience in the financial services industry. Adam's primary focus as the newest Wealth Advisor with Bleakley Financial Lehigh Valley is to continue the tradition of expert level investment advice and service to clients and their families while maintaining the core values our clients are accustomed to: Ethicality, Honesty, Accountability and Responsiveness.
Adam's belief is that every individual and business has a unique financial situation and vision and they each deserve an equally high level of expertise and attention when it comes to guidance with their financial questions. He specializes in answering these questions clearly and providing a plan for each of his clients that addresses their concerns and is easy to adhere to in both the near and long term.
Adam is a Lehigh Valley native and a graduate of Allentown Central Catholic High School. He attended Susquehanna University where he earned a Bachelor's Degree in Business Administration with a concentration in Global Management. He currently holds his Investment Adviser Representative license (Series 65) and his PA Life and Health insurance licenses.
Adam can frequently be found spending time with his fiance, Logan Michelle, and their Golden Retriever, Rocky. He enjoys outdoor activities including golf, hiking and baseball and even spent time working with the local Philadelphia Phillies AAA affiliate, the Lehigh Valley IronPigs.
Adam Puskar is solely an investment advisor of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
Monica brings over 9 years of experience in the financial services industry to her role. She is responsible for assisting financial advisors in financial planning and investments services, as well as client relationship management.
Monica graduated from Montclair State University with a BS in Business and most recently, attained her CERTIFIED FINANCIAL PLANNER™ (CFP®) through the NYU School of Professional Studies in order to further her passion for holistic planning. She currently holds her Series 7, 66, and Life/Health Insurance License.
Monica lives in Clifton with her husband Jose and their 3 children: Lianna, Julian, and Michaela. When she is not on the soccer field with her children, she enjoys volunteering and cooking.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Matt is passionate about helping his clients clearly identify their goals and build a roadmap leading towards financial success. Through a collaborative process with his clients, customized plans are developed to address short, medium and long-term goals. Matt is a process driven professional and values the relationships that he develops with his clients throughout the process.
After graduating from the University of Colorado in 2003, Matt Renov began his career with a focus on energy and transportation. Matt worked as a trader and analyst for Maersk Group and Shell Trading Gas and Power before transitioning to the financial advisory industry in 2015.
Matt is an avid runner and swimmer and enjoys spending time with his wife Brittany.
Matt Renov is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
CA Insurance License #4069379
Uli heads the Investment & Planning department in the Boston office. In her role she is responsible for helping grow advisors’ investment practices. She conducts investment research, proposal analysis and reviews.
Uli is CFA® charterholder. She also holds series 7 and 63 registrations through LPL. She graduated from Suffolk University with a degree in Finance. She was born and raised in Azerbaijan.
David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who built his Financial Planning and Wealth Management practice starting in 2009. David primarily works with Attorneys in large law firms.
David became intrigued by investing and financial planning early in life. After becoming a financial advisor, he initially thought his skill would be judged on his understanding of Alpha and Beta, Rate of Return, and all the “nerdy” parts of investing. However, David quickly realized that asking good questions, listening, and fully understanding his clients’ goals is the foundation of a great plan.
David and his wife Emily met while attending BYU-Idaho. David majored in Finance and Emily majored in Dance and Art. As a team, they make every effort to impact others in their community through a variety of outreach activities and events. In their spare time, they volunteer with soccer, football and swim. Additionally, they are both engaged with the youth at their local church. David and Emily are proud parents of Ava, Owen, Connor, & Abram.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance License #0I80191
Phil Roberts has over 20 years of experience in the financial services industry. Always acting as a fiduciary, Phil works in creative, objective, independent ways with individuals and families who are in need of financial planning, investment advisory and insurance or financial risk management solutions. Historically, his core competency is in working with the owners of middle-market, family-owned or closely-held businesses helping them with multi-generational wealth transfer strategies, business succession, transitions and exit strategies and liquidity concerns. That said, his client base is actually very diverse and in various stages of life, including young families, widows, corporate executives, attorneys, foundations etc., and spans a broad spectrum of wealth. He also tends to work especially well with individuals and families who have a limited knowledge of the financial services industry and those in need of Next-Gen financial education, because he enjoys the educational aspect of relationships like those.
Phil is a graduate of Temple University and holds a B.B.A. in actuarial science and risk management. Prior to joining Bleakley Financial Group, he worked at another independent RIA from 2009, and prior to that, he worked at Goldman Sachs & Co., Inc. in their Family Investment Office and at U.S. Trust Company, where he also focused on wealth management for high net worth families and closely-held business owners.
He recently served 8 years pro bono as a Member/Director of VantageTrust Company, LLC, a wholly-owned subsidiary of ICMA-RC, whose mission is to help build retirement security for public sector employees. Phil is very active in his community through volunteer efforts focusing on athletics, children with special needs and the environment, and in his spare time participates in barbecue competitions.
Phil lives in Summit with his wife and 3 children.
Phil Roberts is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
CA Insurance License #4049615
Andrew began his career in 2007 working as trainee at Wachovia Securities. He joined Lyle’s practice at Wells Fargo Advisors in 2009. He designs detailed financial and investment plans through collaboration with clients and the other trusted professionals in their lives. Andrew and Lyle joined Bleakley Financial Group in 2022.
Andrew Graduated from SUNY Oneonta with a degree in political science and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional since 2010.
Andrew lives in Merrick, NY with his wife Mallory and daughter Mackenzie. As a family they enjoy traveling, hiking and playing on the beach. In his spare time Andrew enjoys yoga, reading and taking long walks. As a family they are involved in and support the March of Dimes and Cohen’s Children’s hospital.
Andrew Rosman is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
Lyle has worked as a Financial Advisor to both individual and institutional investors since 1998. While at Wells Fargo he was recognized as a Premier Advisor, a distinction reserved for the firm’s top producers who also demonstrated exceptional client service. Lyle holds a bachelor's degree in Banking and Finance from the Frank G. Zarb School of Business at Hofstra University. Andrew and Lyle joined Bleakley Financial Group in 2022.
Lyle’s mission is to provide every client and their families with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to his involvement with his local community. He is active with the congregation at Merrick Jewish Center. Additionally, Lyle and his wife are active supporters of the Lustgarten Foundation for pancreatic cancer research.
Away from the office, Lyle spends the majority of his time with is wife Gina and their two sons, Adam and Matthew. He is an avid sports fan and loves playing and loves playing hockey with his children or going to their games. As a family they are long suffering NY Islander fans. Lyle’s other interests include entertaining, cooking, classic cars and being outdoors. When the weather is warm he can usually be found in his pool with friends and family or working in the garden.
Marissa joined Lyle Weintraub’s team as a Senior Client Service Associate in 2022 and has been in the financial services industry since 2016. She is dedicated to providing clients with the utmost client service experience. Prior to joining Bleakley, Marissa played an integral role at a financial firm servicing their NJ/NY territory.
Marissa earned a Bachelor of Science in Business Administration with a concentration in Marketing from Montclair State University, graduating cum laude.
During her free time, Marissa enjoys yoga, running and spending time with her family and friends.
Skyler joined Bleakley in March 2019 and currently serves as an investment analyst. He is responsible for investment research, fund analysis, portfolio analysis, and investment recommendations. Skyler graduated with a BS in Business Administration with a minor in Finance from the High Point University.
Outside of the office, Skyler enjoys spending time with family & friends.
Andy is the Co-Founder, Principal and Wealth Management Advisor at Bleakley Financial Group. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 40 years of experience dedicated to helping clients achieve their financial planning goals. Andy has an abundance of experience working with physicians and business owners, helping them build their wealth and develop a financial plan that helps maximize their life’s work, retire comfortably, and pass along their wealth to the next generation in an efficient manner.
Throughout his career, Andy has received numerous financial awards and has been featured in various prestigious financial publications, including Kiplinger. He has been recognized as a Top 100 Independent Advisor (2020-2023) and Top 1,200 Advisor by Barron's (2018-2024), a Top 250 Wealth Advisor (2018, 2020) and Best-In-State Wealth Advisor by Forbes (2018-2024), and a Top 400 Financial Advisor by Financial Times (2018-2020). In addition, he was honored as an Executive of the Year in 2019 by NJBIZ and was a finalist for the Lifetime Achievement Award by Invest in Others for his work with NJ SEEDS, where he served as an active member and trustee for over 20 years.
Andy holds a Bachelor of Science in Finance and Marketing from Rowan University. He is actively involved in the community through various charitable organizations, including Nourish NJ, the Navy Seal Foundation, the Jewish Federation of Greater MetroWest NJ, and JSDD, among others. In his spare time, Andy enjoys playing golf, reading, and spending time with his family at the beach.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Andy Schwartz is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
CA Insurance License #0819639
David is a financial advisor at Bleakley Financial Group. He works with his clients to create customized plans that cater to each individual’s needs and goals. Taking a very active approach, David likes to remain in regular contact with his clients to stay ahead of any changes in their situation or evolution in their goals.
David is a graduate of Arizona State University. Throughout his development, he has worked in numerous capacities at the firm, ranging from his current position as an advisor to interning as an investment analyst. This has helped him develop a core understanding of the planning process and all of its elements.
David holds the FINRA Series 7, Series 63 and Series 65 registrations through LPL Financial, as well as life and health insurance licenses.
CA Insurance License #0I81208
Scott is a Principal and Wealth Advisor with Bleakley Financial Group. He is a CERTIFIED FINANCIAL PLANNERPLANNER® (CFP®) with over 30 years of experience dedicated to helping clients achieve their financial planning goals. His services include identifying objectives, measuring resources, educating clients, offering potential strategies, and continuously monitoring their progress. Scott specializes in creating tailored financial plans that empower clients to make informed decisions for a confident financial future.
Throughout his career, Scott has received numerous financial awards and have been featured in various prestigious financial publications, showcasing his expertise and commitment to excellence. This includes a ranking on Forbes Best-in-State Wealth Advisors (2018-2024) and the Financial Times Top 400 Financial Advisors list (2019).
Scott has a Bachelor of Science degree in Marketing and Finance from Rowan University. He and his wife Coleen have a strong commitment to their community and support several organizations. Their passion however is dog rescue. They have partnered for years with Desert Tails Shelter in Scottsdale, AZ and have had the privilege to participate in the rescue and rehoming of thousands of dogs. Dozens of whom have lived in their home either permanently or as fosters. Scott and Colleen live in Paradise Valley, AZ with their rescue pack Porter, Purdy and Oliver. They are Pickleball enthusiasts and are happiest spending time at home with their kids and grandkids.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Scott Schwartz is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
CA Insurance License #0C59591
Gwen has been with the team since 2008 and is our go-to person for any assistance you might need for your investment accounts. She is a warm, calm and caring person who is willing to go above and beyond to help our clients feel comfortable and confident that their investments are in good hands.
CRPC conferred by College for Financial Planning
Tracy Shackelford and Harold Philipsen are the husband/wife financial planning duo of Bleakley - Tidewater. But first, a little about Tracy.
When many people think of financial planning, they imagine spread sheets and jargon. One meeting with Tracy demonstrates that financial planning, and finances in general, can be fun and empowering. When you are in a conversation with Tracy, you feel heard. That's because Tracy listens deeply to what matters most to her clients and works with her team to develop a financial strategy to help each client reach their goals.
After a 20+ year career in the corporate world in both the US and Europe, Tracy found her passion of helping women and their families work towards financial independence for both current and for generations. A graduate of the University of Virginia, Tracy and her family live in Williamsburg, VA. If they are not biking through town, they are hiking the woods, at the Outer Banks of NC or traveling and exploring the world.
CA Insurance License #0L85114
Tracy Shackelford is solely an investment advisor representative of Bleakley Financial Group, LLC and not affiliated with LPL Financial.
John Soltis develops, implements, communicates, and reviews corporate policies, procedures, trends, and systems to enable the company to effectively manage risk and remain compliant with regulatory authorities.
He holds a BS in Business Administration with a focus on Management from William Paterson University, as well as the CFP® and AIF® designations. John holds the FINRA Series 6, 7, 24, 53, 63, and 65 through LPL Financial. He has over 20 years of compliance and supervisory experience in the insurance, broker-dealer, and RIA spaces.
John resides in Spring Lake, NJ, and enjoys all ocean activities. He is an avid skier, a professional musician, a Yankees baseball fan, and is fully engaged in his two sons’ active sports schedules.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Prior to joining Bleakley Financial Group as a Senior Investment Research & Planning Analyst in August 2020, Mr. Spellman spent nearly 20 years at Prudential Financial, in their Strategic Investment Research Group. Throughout his tenure at Prudential, Mr. Spellman held numerous roles, including the research management of the firm’s separately managed account and wrap fee mutual fund platforms (which totaled over totaled over $20 billion under advisement) and providing manager research opinions to Prudential’s Retail Mutual Fund Board of Directors. Prior to joining Prudential, Bill spent seven years as an analyst and senior analyst for PaineWebber (now UBS), in their insurance and managed money areas.
Mr. Spellman received his M.B.A. (in finance) from Fairleigh Dickinson University and B.B.A, cum laude, from Hofstra University. He is also a Certified Investment Management Analyst.
In addition to several civic organizations, Bill is a member of the Investments and Wealth Institute. In his spare time, Bill enjoys fishing, hiking, and spending time with his wife and two teenage children.
CA Insurance License #0747902
Steve Stone began his career in the financial services industry in 1982. He has served both individual and business clients and maintains strong personal relationships with them while placing their needs above his own.
Steve graduated from the University of Notre Dame with a BS in Chemical Engineering. He has continued his education in the financial services industry by earning certifications from the American College as a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter®(CLU®).
Steve lives in Short Hills and is committed to bettering his community, having served on the Overlook Hospital Foundation Board, Overlook Advisory Board, Canoe Brook Country Club Board and numerous Millburn school programs.
CA Insurance License #0B22612
As a member of The Cooney Team, Patrick works with individuals, families and business owners to define goals for the future and address plans to reach those. From the birth of a child, preparing for college and accumulating wealth for retirement, to planning for the distribution of your estate, having the proper strategies and vehicles in place makes all the difference. Patrick will work with you every step of the way with the integrity and high level of service you expect.
Patrick earned his Bachelor of Science degree in Mechanical Engineering from Villanova University in Pennsylvania and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He enjoys playing golf, going to the beach, winter trips out West and staying active.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance License #0I81215
Credentials/Licensing: Registered Paraplanner (RP)
Born & raised in India. Rahul hold's a Bachelor’s Degree in Business & Science from SUNY Stonybrook. He enjoys spending time with his friends, family, and boxer McClain, and riding his Harley Davidson in his spare time.
Success doesn’t happen by chance. Even after success is achieved, you must continue to devote time and energy to remain successful. This is true in all areas of life, including finances. Tre and his team are committed to helping clients identify their most important financial goals and then developing plans to execute and monitor strategies utilized on an ongoing basis to efficiently work towards achieving their desired outcome.
Tre grew up in West Virginia and graduated from WVU with a BS in Finance. Upon graduation, Tre was commissioned and entered the US Air Force. During his roughly 12 years of service, Tre achieved the rank of Major and flew the T-37, T-38, F-15C, and F-117 aircraft. Tre was a mission commander, instructor pilot and operational test and evaluation pilot. He married Molly in 2002 and received an honorable discharge from the Air Force after his first daughter was born in 2004. At that time, Tre entered the financial services industry and devoted himself to providing excellent advice and service to his clients. Tre has numerous industry credentials including CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and has over 20 years of industry experience.
Today, Tre and Molly have two daughters and reside in Centennial, Colorado.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals and wealth advisors.
Tre Urso is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
CA Insurance License #0E95239
Alicia joins Lyle’s team as Director of Operations, bringing over a decade of experience in financial services. She has developed a comprehensive and versatile skill set that encompasses high-end client services, operations management, reporting and analysis, process improvement, and team leadership. Alicia is passionate about ensuring the highest standards of quality and service, while also enthusiastically building lasting relationships. She has achieved a Bachelors in both art history and liberal arts.
Prior to joining Bleakley, Alicia worked as the Head of Operations at a NYC boutique wealth management/RIA firm that served high-net-worth individuals and families, heading up their Operations, HR and Business Departments. Alicia lives in Westchester, NY with her family and enjoys spending her time traveling, playing sports and being active.
John H. Voigt, Jr. CFP®, CLU® has been serving financial clients since 1986. He states, “We serve our clients with a dedicated team that seeks to first understand their hopes, desires and needs, and then assist them by building a comprehensive plan to help them accomplish their goals.”
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Life Underwriter (CLU®) with Series 7 and Series 63 licenses and is registered with LPL, Charles Schwab and Pershing. In addition, he is a frequent member of the Million Dollar Round Table (MDRT) and has been a Private Advisor Group elite advisor.
John graduated from the University of Richmond. He is a member of Kingdom Advisors, the Greater Parsippany Christian Business Men’s Connection (CBMC), and volunteers with Habitat for Humanity and in Haiti. John’s leisure activities include skiing, fishing and golf.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance License #0B61308
Kevoi joined the firm in 2009 and currently serves as a senior investment research and planning analyst. He is responsible for managing and reviewing multi-asset portfolios for the firm’s clients and works closely with prospects by analyzing portfolios and assisting with the implementation of customized investment solutions.
Kevoi received his BA in Mathematics and minor in Economics from Caldwell University. His FINRA Series 7 and Series 63 registrations are held at LPL Financial. Kevoi is a CFA charter holder and a member of the New York Society of Security Analysts (NYSSA).
Lyle is a people person who cares deeply for his clients and their families. He has been making a difference in people’s lives for more than 22 years by providing a level of service that creates meaningful, long term relationships with his clients. He takes the time to understand what is truly important to his clients, from their aspirations to their goals and intentions, before integrating them into their financial plan. Because of this approach, his clients have financial confidence because Lyle always has their best interest in mind and aims to ensure that their financial plan will continue to align with their goals.
Lyle is a Rutgers alumni, CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC).
He resides in South Orange, NJ with his son, Quentin and daughter Mahala and their Cockapoo, Rosalita. In his free time, Lyle enjoys traveling, playing softball, reading U.S. Presidential biographies, and of course, the Yankees.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance License #0B21459
Craig is responsible for the overall compliance program for the firm. Craig has approximately 35 years of experience in compliance and supervision, including being the Chief Compliance Officer for other Registered Investment Advisors and Broker Dealers.
His approach to compliance is very “user friendly” and aims to help business grow while protecting the firm, our clients and the advisors. He received his bachelor's degree at the Brandeis University in American Studies/Legal Studies.
In his spare time, Craig is an avid sports fan and a gym-goer. Craig lives in Morris County with his wife, Ruth, and their dog, Rambo. Their five kids have left the nest and are scattered around the country and the world.
Kyle Wesley is the Chief Technology Officer at Bleakley, where he leads the entire technology ecosystem, focusing on the seamless integration and management of all tech-related operations. He directs the company's technological vision, crafting and implementing a roadmap that aligns with Bleakley’s strategic goals.
Kyle oversees critical teams, including Platform & IT Management, Cybersecurity, and Data Operations, ensuring the firm’s operations are efficient, secure, and reliable. His leadership drives innovation, empowers advisors with data-driven insights, and reinforces client trust through robust cybersecurity.
Before joining Bleakley, Kyle held key roles at LPL Financial and UBS Financial Services, where he developed and refined his expertise in technology management and strategic execution.
Kyle holds the Certified Investment Management Analyst (CIMA®) designation, Salesforce certifications, and Series 7, 24, and 66 licenses - registrations held through LPL Financial; underscoring his commitment to continuous learning and professional development.
Kyle graduated from Penn State with degrees in Finance, Spanish, and International Studies. Outside of work, he enjoys spending time with his wife and two young children, traveling to new places, and staying active by hitting the gym.
Richard Wright Jr. is a currently a Wealth Management Advisor and Partner at Bleakley Financial Group. He has 29 years and counting of experience. His clients always come first when it comes to their financial needs such as success, protection and preserving of their money.
He holds his Series 6, 7, 63 and 65 registrations through LPL Financial.
In his spare time, he loves playing golf, helping his community and spending time with his beautiful wife and three children.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance License #0B93976
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.
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