Giving Visionaries   
 Time to Continue to 
   Make a Difference  

Wealth advice that works for you.

 

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Comprehensive Risk 
Management

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Strategic

Investments

 

 

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Comprehensive Risk Management            

 

“The most precious resource we all have is time.” Steve Jobs.

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For us, it's personal.

The Mackins are a brother-sister team of Wealth Advisors based in Florida and New Jersey, operating with the power of Bleakley Financial Group. Christopher and Michelle grew up spending time on the water where they learned the importance of understanding the environment, planning and discipline.

They apply these principals to wealth management.

For the Game Changers

 

It’s time someone made a difference for you.

A plan for your current lifestyle, future goals and philanthropic interests.

Planning for the future.

 

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Risk
Management

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Consulting

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Yes, we have a Fiduciary responsibility to put your needs first,

but we’re just engineered that way.

 

Our family-first approach relies on transparency,

one-on-one attention and putting your interests ahead of our own.

“Someone is sitting in the shade because someone planted a tree a long time ago.” Warren Buffett.

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CHRISTOPHER J. MACKIN, CFP®

Time to Brag: I started my career right out of college, at AXA Advisors in 2005. It was a great way to enter the financial services industry, being exposed to a corporate structure and a wide talent range of advisors. I learned that by operating as an independent Registered Investment Advisor, I could provide better/more transparent solutions, with more efficiency and confidence knowing I was able to do what was suitable for our clients. Our clients are fun, have values that are aligned with ours and are confident they are on a path towards financial freedom.

What I do in my spare time: Yoga, golf, fish, sail, and travel the world,

A personal goal: To learn the saxophone.

Where I've been praised: 

  • Named to Forbes/SHOOK “Best In-State Next-Gen Advisors” August 2019 & "America’s Top Next-Generation Wealth Advisors" List* July 2017 & 2018. 

    Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, DBA
    Bleakly Financial Group, a registered investment advisor and separate entities from LPL Financial. Christopher Mackin is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.

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MICHELLE MACKIN

Time to Brag: As a double major in Psychology and Communications, I have always had a passion for working with people. Always looking up to Christopher as my older brother, I was intrigued with the life he had built for himself since he started his career, professionally and personally. I teamed up with Christopher in 2016. Embracing the Wealth Management Process we offer to our clients, I understand all the ways we can help and provide value to people. It is beyond gratifying to know that our clients confide and put their trust in us to guide them in working towards smart decisions for their future.  

What I do in my spare time: Traveling/exploring, beach days, boat trips, walks with my pup, spending time with our family, out-fishing Christopher, and living a healthy lifestyle.

A personal goal: To become fluent in a new language.

 

 

 

 

 

 

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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors
rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more information: SHOOKresearch.com.

 

A Plan serves as a foundation for investment recommendations and a road map on how to work towards your most important goals.  It allows us to measure our progress for wealth and protection in a way that is easily understood.

Your Plan will address your financial concerns with recommendations in six major areas:

  • Measuring your progress towards your goals;
  • Creating your Investment Policy Statement;
  • Managing taxes (Wealth Accumulation);
  • Accessing Insurance products that aim to protect you and your family in the event of unforeseen circumstances (Wealth Protection);
  • Taking care of your heirs (Wealth Transfer);
  • Making the charitable impact you want (Charitable Giving).

 

Our Bleakley Team

SJOERD BLANKENSTEIN, Investment Research & Planning Analyst

SJOERD BLANKENSTEIN, Investment Research & Planning Analyst, INVESTMENT RESEARCH & PLANNING ANALYST, LPL ADMINISTRATIVE ASSOCIATE

Sjoerd joined Bleakley as an intern in March 2016 and currently serves as a research and investment analyst. He is responsible for investment research, portfolio analyses, investment proposals, trades, and retirement analyses.

Sjoerd holds a Bachelor of Science in Financial Economics and a minor in Mathematics from Caldwell University.

Email: sjoerd.blankenstein@bleakley.com
Phone: (973) 575-4180 x247

PETER BOOCKVAR, Chief Investment Officer

PETER BOOCKVAR, Chief Investment Officer, CHIEF INVESTMENT OFFICER

In his role as Chief Investment Officer, Peter leads the team that is responsible for the development, management and oversight of Bleakley’s investment management program, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and asset allocation decisions. Peter also acts as the manager of a global macro multi-asset portfolio strategy for select clients.

Prior to joining Bleakley, Boockvar was a managing director and the Chief Market Analyst for the Lindsey Group – a macro economic and market research firm founded by former Federal Reserve Governor Larry Lindsey. In this role, Boockvar was responsible for global economic & market research at the firm.

Before his time with the Lindsey Group, Peter worked as a macro analyst and portfolio manager for Omega advisors and had previously been a partner at Miller Tabak & Company where he was an equity strategist and portfolio manager.

Peter’s market insights are frequently sought out by industry leaders and for the last 5 years has been a regular guest host and contributor on CNBC programs. He is also regularly quoted in articles for Forbes, Barron’s, Bloomberg, CNN Money and a number of other news outlets. Peter graduated magna cum laude with a BBA in Finance from The George Washington University.

Peter Boockvar is not affiliated with LPL Financial in any capacity.  Peter provides investment advisory services through Private Advisor Group, DBA Bleakley Financial Group, an SEC Registered Investment Adviser.

Email: peter.boockvar@bleakley.com
Phone: (973) 575-4180 x211

MARLENE CARPENA, Client Support Advocate

MARLENE CARPENA, Client Support Advocate, CLIENT SUPPORT ADVOCATE

Marlene Carpena is 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).

Email: marlene@bleakley.com
Phone: (973) 575-4180 x221

JOSEPH P. GESLAO, CLU,® CHFC®, Director of Financial Planning

JOSEPH P. GESLAO, CLU,® CHFC®, Director of Financial Planning, DIRECTOR OF FINANCIAL PLANNING, LPL REGISTERED ADMINISTRATIVE ASSOCIATE

Joseph has served as the director of advanced planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.

Prior to joining the firm, Joseph spent four years with The Prudential Insurance Company as a consultant assisting top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar and executive bonus plans, and analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Joseph also worked for New York Life Insurance Company as a planner and mentor working with field force in developing financial plans for clients.

Joseph earned a BA in Accounting from Widener University and an MBA in Finance from Fairleigh Dickinson University. He holds life and health insurance licenses, as well as the FINRA series 7, series 63 and series 66 registrations through LPL Financial.

Email: joseph.geslao@Bleakley.com
Phone: (973) 575-4180 x271

STEPHEN KUHN, Director of Investment Research

STEPHEN KUHN, Director of Investment Research, DIRECTOR OF INVESTMENT RESEARCH

Stephen Kuhn has served as the Director of Investment Research for Bleakley Financial Group since 2002. Prior to joining the firm, he spent three years working with AllianceBernstein Research and Management as a liaison between investment advisors and portfolio managers. He also worked as a financial advisor for Northwestern Mutual. Steve holds a Bachelor of Science in Economics and a Bachelor of Science in Finance from West Chester University.

Stephen Kuhn is not affiliated with LPL Financial in any capacity.  Stephen provides investment advisory services through Private Advisor Group, DBA Bleakley Financial Group, an SEC Registered Investment Adviser.

Email: steve.kuhn@bleakley.com
Phone: (973) 575-4180 x288

CYNTHIA PAJAS, Client Service Associate

CYNTHIA PAJAS, Client Service Associate, CLIENT SERVICE ASSOCIATE

Cynthia Pajas has worked as an Executive Assistant for LPL Financial for 11 years beginning her career in September 2008. Understanding the importance of a client’s financial well-being, Cynthia has learned through her experience with LPL Financial, the importance of building strong relationships with her clients and developing trust to assist them with their financial goals. While the advisor manages the investments, financial planning, and the advisor/client relationship first; Cynthia fills in the gaps by providing superior client service, understanding the client’s needs and plans as communicated from the advisor and the client to execute any action needed to meet the client's goals and objectives.

Cynthia began her career in the financial industry in 1992 working in different financial sectors. She has found working with financial advisors and clients most rewarding and fulfilling. Cynthia has been married for 27 years to her husband Jason. She has two children, Jason Derik and

Christian Summer, currently finishing college. Her hobbies include reading, watching movies and spending time with her dogs, Sophia and Kylo.

Email: cynthia.pajas@bleakley.com

Explore Working Together

Our practice is comprised of successful individuals, like yourself, for whom we believe we can make a significant impact.  When you choose to explore your financial goals in a conversation with us, we can together determine whether we're the appropriate team to help you work towards these goals. Please complete and submit the form below, so that we may become acquainted.

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  • Locations
  • 1001 E. Camino Real • #404N • Boca Raton, FL 33432
  • 100 Passaic Ave • #300 • Fairfield, NJ 07004
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