Fairfield, New Jersey (February 22nd, 2019) – 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.
With a combined 34 years of industry experience, the two advisors and their talented staff of 5 operate a robust private wealth management practice that serves the unique financial needs of affluent families, corporate executives and privately held businesses across the greater Boston area.
According to Andy Schwartz, co-founder and principal of Bleakley Financial, “We couldn’t be more excited to partner with John and Shaun in the launch of our Boston office. They have each built thriving practices based on foundational planning for their clients and we are confident that their group will be able to seamlessly leverage the advanced resources available at Bleakley and their clients will benefit as a result.”
Says Mara of the new affiliation, “Making a change of this magnitude was not a decision we made lightly. Ultimately, we had to step back and really evaluate the service offering we were able to provide and compare that against our goal of being the best advisors possible for each of our client relationships. We realized that as the business has expanded, so had the planning needs of our clients. Partnering with a firm like Bleakley gives us greater flexibility and a broader set of resources to positively impact the financial lives of our valued clients.”
Feldeisen continued, “Our priority is to deliver the best advice and recommendations available to our clients. The affiliation with Bleakley opens more options for us to execute on that commitment and be more responsive to industry changes and technology advancements our clients will benefit from.”
Vince Nauheimer, Managing Director of business development at Bleakley Financial added, “One of the first areas we explore is how well a group aligns with our core values around client service, a robust planning process and pro-active client engagement. During our conversations with John, Shaun and their team it was readily apparent how passionate they are about providing exceptional service and solutions to their clients. As we continue to expand the presence of our firm into new regional markets, we have focused exclusively on attracting high caliber advisors that will be great stewards of the Bleakley culture. We are thrilled to have John and Shaun on board and look forward to supporting their growth and future accomplishments.”
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.