Bleakley Financial Group is committed to our community and to the community service interests of our clients. We partner with various charitable organizations, and we also participate together with our clients in support of their charitable interests. As a firm, we feel strongly about our responsibility as a leader in our industry and in our community.

Scott Schwartz hosts Celebrating Second Chances Fundraising Event 

Chairty EventOn October 12th, 2019, Scott Schwartz, Principal at Bleakley Financial Group, joined the Incredibullstella non-profit organization in hosting the “Celebrating Second Chances” fundraiser to benefit local animal shelters in the Scottsdale, AZ area.  It was a great night of friends getting together to enjoy wonderful food and wine as well as music from local AZ band, the Dusty Ramblers!  

The fundraiser brought in a little over $15,000 in proceeds that will go to 3 local animal shelter in Scottsdale, AZ. 

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Bleakley Hosted First Annual Women’s Wealth and Wellness Summit

Oasis logo

On May 15, 2019, Bleakley Financial Group hosted our first annual Women’s Wealth and Wellness Summit at Crestmont Country Club in West Orange, NJ. Our team, along with clients and guests, came together in support of Oasis – A Haven for Women and Children, located in Paterson, NJ. The group raised $10,000 for the private charity and collected over 36 bags of women’s clothing and accessories as well as 25 bags of food for the women who look to the facility for assistance.

The event included talks by nutritionist, Shari Boockvar, MS, RDN; Life Coach, Marlene Carpena and women’s finance specialist, Jenine Garrelick, CIMA®. The information was tailored to educate our female clients and guests on health, mindfulness and financial wellness issues.

As the event took place just a few days after Mother’s Day the partnership with Oasis was a perfect fit and allowed our firm to support an outstanding local organization committed to improving the lives of women and children in need.

Bleakley Financial Group is proud to support Oasis, and we share in their commitment to improving the lives of women and children in need.

Bleakley Selects Goryeb Children’s Hospital as Hearts of Hope Recipient

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. Collected contributions are then matched by the firm’s principals and delivered to the charity. Our most recent recipient is Goryeb Children’s Hospital of Morristown. Goryeb Children’s Hospital is the top hospital in New Jersey for pediatric cancer treatment, and it also serves children experiencing a wide range of other health conditions. Goryeb is currently expanding its pediatric intensive care unit and we felt this would be the perfect time to donate.

Bleakley Collects Supplies for Hudson Valley Humane Society

Bleakley Collects Supplies for Hudson Valley Humane Society

At Bleakley, we celebrate our four-footed family members and frequently have them in the office as guests. We also realize that when assisting those in need, there are plenty of animals locally that can use our support. We have a number of team members that volunteer their time with various shelters and agencies. Recently we held a drive for supplies and donations in support of the Hudson Valley Humane Society. Thanks to the generosity of our associates and our community members, we contributed two vans full of food, toys and cleaning products.

Bleakley Donation to Mayo Performing Arts Center Supports Inclusion and the Arts in Morris County

Bleakley Financial Group has long been a supporter of the arts because we understand the value they bring to our community. Over the last two years we have partnered with the Mayo Performing Arts Center (MPAC) because we believe in the outstanding work they do. We are proud to support them this year with a $5,000 donation.

MPAC strives to be inclusive for all individuals. From performing arts classes for children on the autism spectrum and with other special needs, to arts education programs in disadvantaged communities and free concerts and events for people of all economic means to enjoy to collaborative partnerships with area non-profits, MPAC lives by the motto that the arts are for us all. Being a trusted and valued community partner is embedded in our DNA at Bleakley, and we are proud to support such a wonderful organization with such an important mission.

Bleakley Helps Neighbors Dress for Success

Bleakley Financial Group is proud to have participated in Robert Half’s 16th annual suit drive.

We understand how important self-confidence is when job hunting. When you’re well-dressed you hold your head a little higher, and employers notice. That’s why our associates generously donated 50 suits, 100 ties and 20 blouses (as well as shoes and accessories) that Robert Half collected for low-income job seekers.

Bleakley Financial Group commends Robert Half for this vital initiative, and we were honored to participate. We also wish the beneficiaries the best of luck in their searches.

Bleakley Financial Group Comes Out in Force for Habitat of Greater Newark

Bleakley Financial GroupOur tool belts may contain hammers, drills, and wrenches, but they also are chocked full of strong communities, togetherness, and affordable housing.

Habitat of Greater Newark tweet, June 7, 2018

A group of 27 volunteers from the Bleakley Financial Services team put their muscle and heart into homebuilding for Habitat for Newark. On May 11, 2018, the Bleakley staff and advisors split into two groups: the external group that demolished and replaced a new sidewalk and the internal group that worked on sheetrock, painting and trim. In addition, the firm contributed a $10,000 cash donation to Habitat for Humanity-Greater Newark.

Community service has long been a hallmark of Bleakley. For nearly two decades, we have been active in a variety of charitable causes and worthy organizations. The team bonding at Habitat of Greater Newark continued that tradition of commitment to our community.

About Habitat for Humanity-Greater Newark

Habitat for Humanity of Greater Newark (HFH-GN), serving Essex, Hudson and Union Counties, is dedicated to building simple, decent homes for low and moderate-income families in Newark and Essex County, New Jersey.

Nearly 100 families have benefited from HFN-GN homes built with generous donations from individuals, families, corporations, foundations and faith-based organizations and with support from thousands of volunteers and other local non-profit organizations who have partnered with the organization over the years.


Holiday EventIn December 2017, Bleakley Financial Group participated in a Toys for Tots Holiday Event. The event was a smashing success, bringing in well over 1,000 toys. Founded in 1947, Toys for Tots is a program run by the United States Marine Corps Reserve which distributes toys to children whose parents cannot afford to buy them gifts for Christmas.

The event was hosted by Frank Lepore of Bleakley with nearly a dozen others, as well as participating members of Bleakley’s new affiliate Hittinger Financial.

Bleakley Financial Group Presents the 21st Annual Golf & Tennis Classic for New Jersey SEEDS

Bleakley Financial Group
From left: Jack Cooney, Andy Schwartz, Ronni Denes (President, New Jersey SEEDS), Morgan Fletcher (SEEDS’ alumna), Scott Schwartz and J. Reed Finney

We presented the annual New Jersey SEEDS Golf & Tennis Classic on Monday, August 3, 2015. Sponsored by Frank and Pat Russo, the 21st annual event was hosted at Mountain Ridge Country Club. All proceeds benefited New Jersey SEEDS scholars.

“For nearly two decades, SEEDS Trustee Andy Schwartz and his colleagues at Bleakley Financial Group have played a significant part in providing the life changing educational opportunities we offer to our students,” said SEEDS President Ronni Denes. “Since our first golf outing with Andy and his colleagues in 1998, this event has brought in more than $2.3 million for New Jersey SEEDS’ scholars. Last year alone, 160 golfers, tennis players and guests joined us to raise $200,000. We are enormously grateful to Andy and his colleagues – and to this year’s presenting sponsors, our friends Frank and Pat Russo – for all they do to ensure our students get the educations they want and deserve.”

Bleakley Financial Group hosts 19th Annual Golf & Tennis Classic benefitting NJ SEEDS

Bleakley Financial GroupThank you to the more than 160 golfers, tennis players and guests who joined Bleakley Financial Group and New Jersey SEEDS for the Annual Golf & Tennis Classic. Through your support, SEEDS raised more than $200,000.

$160,000 Raised for New Jersey SEEDS at the 16th Annual Golf & Tennis Classic

Wade Morgan (SEEDS ’05, Delbarton ’11, Stanford ’14) spoke at the event about how NJ SEEDS has impacted his education and life.

Bleakley Financial Group has been a proud supporter of NJ SEEDS for the past 14 years. NJ SEEDS is a privately-funded, statewide non-profit organization committed to developing future leaders through education. NJ SEEDS works with competitive, primarily independent secondary schools to provide opportunities for highly-motivated, academically-qualified but economically-disadvantaged students.

Each year, Bleakley Financial Group hosts the annual New Jersey SEEDS Golf Outing to benefit the mission of New Jersey SEEDS. This event is held at some of the most prestigious golf courses in the state. This past June, the event raised over $160,000.

“We’re enormously grateful to our event chair Andy Schwartz and his partners at Bleakley Financial Group for their commitment to our students,” said SEEDS President Ronni Denes. “Their generosity through the years has helped us raise nearly $2 million to provide a top tier education to high-achieving, low-income students in New Jersey.”

Major sponsors of the event included Northwestern Mutual Financial Network, Coach, and Greenberg-Traurig. More than 150 guests attended, which included both live and silent auctions. For the first time in many years, in addition to golf, the outing included a round-robin tennis tournament, chaired by SEEDS trustee Abby O’Neill and attended by many area residents.

Founded in 1992, SEEDS was recognized with the Neighborhood Builder Award by Bank of America in 2010 and has won awards from Jersey Cares, Mutual of America and Oprah’s Angel Network. For the past four years, SEEDS has received four stars— the highest possible rating—from Charity Navigator.

For more information about New Jersey SEEDS and their work in the community, please visit their website:

Bleakley Financial Group Brings Stock Market to Students at Rowan University

Bleakley Financial GroupJack D. Cooney, Jr., Scott Schwartz, & Andy Schwartz of Bleakley Financial Group, pictured here with Rowan University students, at the opening of the new trading room.

In the new trading room at Rowan University, undergraduate and graduate students in the Rohrer College of Business tested their acumen buying and selling stocks with real money — $100,000 that came from the William G. Rohrer Charitable Foundation.

Bleakley Financial Group partners Jack D. Cooney, Jr., Andy Schwartz, Scott Schwartz, and J. Reed Finney sponsored the trading room. The endeavor was also sponsored by Eric Olson, The Olson Financial Group, Summit; Kevin Hassan, The Hassan Group, Philadelphia; and Andrew Braun, The Mid Atlantic Financial Group, Mt. Laurel.

Jack, Scott, and Andy (pictured) participated on Sept. 26 in the “bell ringing” — the official unveiling of the Rowan University Trading Room.

“We thought this would be a wonderful opportunity for the school. It’s great for Rowan to be able to expose their students to this, and it’s a great way for us to possibly cultivate some associates. We see the school as our sweet spot. We’re interested in smart kids who really know how to work,” Andy said.

The trading room

“The trading room will provide the students with more of a real-life experience. So much of college is theoretical. This is an opportunity to see the real world, watch the markets real time,” Scott said.
Andy and Scott are Rowan University alumni.

Jack agreed. “I am supporting this because I feel that if we can bring real-life situations into the classroom, students are better prepared to make decisions about careers in the financial industry,” he said. “They will have greater awareness of the market and of the impact on their future clients.”

“Establishing a trading room was one of the priorities for the Rohrer College of Business,” said Dr. Niranjan Pati, Dean. “Through Andy and Scott Schwartz, and the Northwestern family, our students will be able to explore hands-on opportunities that very well may impact their learning experiences and their futures.”

Bleakley Financial Group Donates Funds to Local School to Aid in Flood Relief

Bleakley Financial Group donated funds to the Fairfield School District to aid in flood recovery. The firm’s donation enabled the Stevenson School to replace the piano that was damaged in the flooding after Hurricane Irene.

Bleakley Financial Group’s donation was matched by Northwestern Mutual. The piano will be used to enhance the chorus and instrumental programs for the 400 students in grades pre-K through 3 that attend Fairfield Elementary School.

Jack D. Cooney, Jr., Managing Director of Bleakley Financial Group said, “Financial success and community involvement go hand in hand. Making solid investments in the future of our local community is one of our firm’s chief values.”

Toys for Tots Holiday Event

In December 2017, Bleakley Financial Group participated in a Toys for Tots Holiday Event. The event was a smashing success, bringing in well over 1,000 toys. Founded in 1947, Toys for Tots is a program run by the United States Marine Corps Reserve which distributes toys to children whose parents cannot afford to buy them gifts for Christmas.

The event was hosted by Frank Lepore of Bleakley with nearly a dozen others, as well as participating members of Bleakley’s new affiliate Hittinger Financial.

Bleakley Financial Group at Its Charity Golf Classic

WEST CALDWELL, NJ – The SEEDS Golf Classic, an annual fundraiser for NJ SEEDS, took a new name this year to honor 20-year trustee Allen Meisels who passed away May 30 of this year. The newly dubbed Allen Meisels Memorial Golf Classic, hosted by Bleakley Financial, raised over $211,000 to support scholarships for educational access to highly motivated, low-income students.

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