SALVATORE ASTA

973-575-4180 x274
salvatore.asta@bleakley.com

Sal Asta is the Operations Team Lead for Steve'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. 

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 registration through Bleakley Financial Group LLC as well as life and health insurance licenses. Previously, Sal was employed as the head of operations for an RIA firm with offices in NY and NJ.

Sal resides in Montvale, NJ with his wife, two children, and two dogs. 

ANTHONY HOLDEN

973-575-4180 x218
anthony.holden@bleakley.com

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.  He is a retirement cash flow modeling specialist and voting member of Bleakley’s Investment Committee.

MARLENE CARPENA

Marlene Carpena is a critical piece of Bleakley's executive committee. She is committed to helping foster a strong culture of growth and collaboration at Bleakley Financial Group.

Marlene specializes in helping our clients navigate difficult life circumstances. She has an extensive background in helping individuals and professionals explore their passions, values, strengths, and core beliefs.

Marlene's coaching certification came through iPEC, which is an accredited program of the coaching industry's overseer, International Coach Federation (ICF).

Stephanie Lester

973-575-4180 x350
stephanie.lester@bleakley.com

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.