Advisors John Mara and Shaun Feldeisen have launched the Boston office of Bleakley Financial, the hybrid RIA practice said last month. Fairfield, New Jersey-based Bleakley has seven other locations, $4.5 billion in client assets and 100 advisors and employees.
As part of our “$5 Friday” initiative, Bleakley advisors and staff are encouraged to wear jeans in exchange for a $5 weekly donation to a local charity selected quarterly.
Bleakley Financial has added two new affiliates, and with them a new office location in Boston, MA. John Mara and Shaun Feldeisen become the 9th and 10th advisors to join the Bleakley team in the last 20 months.
Congratulations to our partners Andy Schwartz, CFP® and Michael Axelrod for being recognized by Barron's in their 2019 National Top 1,200 Financial Advisors list.
Fairfield, New Jersey (February 26, 2019) – Forbes has recognized five Bleakley Financial Group advisors among the top 40 advisors in its annual Best-In-State Wealth Advisor list for northern New Jersey.
Bleakley Advisory Group's Chief Investment Officer, Peter Boockvar, takes a look back at market and economic performance in the fourth quarter of 2018 and makes predictions for 2019. He discusses market selloffs and more.
The WealthManagement.com Thrive Awards is unlike any other recognition program. Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth.
The opinions in the CNBC appearances and market updates calls are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bonds are subject to market and interest risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.
Archived content consists of material while operating under Private Advisor Group as a registered investment advisor prior to Bleakley Financial Group, LLC transitioning to operate as an independent registered investment adviser.
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