LAURIE KOKOS

Laurie is a Client Service Associate and has been a part of Mike’s team for over 20 years. She provides clients with the utmost client service experience.

Laurie earned her Professional Degree from Berkeley College.

During her free time, Laurie enjoys spending time with her husband and 3 sons. She also enjoys exercising, gardening, and cooking.

STEPHANIE LESTER

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

ANTHONY HOLDEN 

Anthony Holden has been performing investment research, helping to create financial plans and helping to manage 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 experience in assisting with multi-asset portfolio construction and tax-managed investing strategies, as well as extensive experience in helping to evaluate both public and private investment managers as well as assisting with 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.

DIMITRI GRANT

Dimitri joined Bleakley as an intern in September 2011 and currently serves as a Senior Investment Research and Planning 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 education 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 registrations 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. 

BILL SPELLMAN

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.