Daniel Aguanno has been assisting his clients in working toward financial security since 2007. The financial planning process begins with an initial meeting to clearly define what is important to each client. After specific goals are agreed upon, Dan and his team develop customized financial planning strategies to address each objective. Through the implementation of independent recommendations, Dan ensures his clients stay on track with their financial plan.
Dan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds his series 7, 66 registrations through LPL Financial and life and health insurance licenses. He graduated from Rutgers University with a bachelor’s degree in economics and political science. Dan is an avid outdoorsman and a proud supporter of Rutgers University.
Uli heads the Investment & Planning department in the Boston office. In her role she is responsible for helping grow advisors’ investment practices. She conducts investment research, proposal analysis and reviews.
Uli is CFA Level III candidate and holds series 7 and 63 registrations through LPL. She graduated from Suffolk University with a degree in Finance. She was born and raised in Azerbaijan.
Michael is a financial advisor at Bleakley Financial Group. He focuses his practice on assisting individuals and small business owners achieve their financial goals. Michael and his team bring a unique and diverse background to the practice that includes investment services, asset and income protection and personal planning.
Michael is a graduate of Lehigh University with a Bachelor of Science in Accounting. He holds the FINRA Series 7 and Series 66 registrations through LPL Financial. Prior to joining Bleakley Financial Group, Michael was an analyst at Merrill Lynch in their Fixed Income, Currencies and Commodities division and an Associate with PricewaterhouseCoopers in their Banking and Capital Markets practice.
Outside of the office, Michael enjoys spending time with his family.
Michael Axelrod is a Principal and Wealth Advisor with Bleakley Financial Group. For over 25 years, Michael has supported high net worth families to manage the complexities of their financial lives. As a testament to Michael’s high level of service, he has been recognized by Forbes for three years in a row as a 2020, 2019 and 2018 Best-In-State Wealth Advisor.
Michael has a deep passion for seeing his clients succeed. He collaborates with them to create a comprehensive plan for their immediate and long-term needs. He has access to a wide variety of thoughtful strategies to help clients meet their goals and protect the assets they worked so hard to earn.
Michael is on the Board of Visitors at School of Human Ecology, within the University of Wisconsin-Madison. This school focuses on personal finance, Michael’s major, and actively educates the next generation of financial professionals.
He is an avid golfer, and enjoys spending time with his wife Heidi, and their three children Jordyn, Ethan, and Claire.
Nathan Barbakoff’s mission is to help his clients address their hopes and dreams by implementing thoughtful wealth management strategies, while also providing outstanding service and the utmost care.
Nathan works to prioritize his clients’ goals, and to create a strategic financial plan for their particular needs. He will use a range of tax-efficient investment and insurance strategies with the goal to protect clients’ wealth. Working with Bleakley Financial Group, Nathan has access to world-class planning resources and investment research to support his clients.
Nathan takes great pride in enabling his clients to feel in control of their financial future.
Jon P. Betlow, Partner, CFP®, CLU®, ChFC®, CLTC®, states, “I am fortunate to be surrounded by a fantastic team here at Bleakley. Together, we are able to deliver a comprehensive, professional financial planning experience for our loyal clients.”
Jon, who has 25 years of experience, holds CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and Certified Long-Term Care (CLTC®) designations. He also holds his Series 6, Series 7 and Series 63 licenses through LPL Financial. He received a Bachelor of Business Administration from the Ross School of Business, University of Michigan.
Jon enjoys playing golf and traveling with his wife and their sons. He supports New Jersey SEEDS and is actively involved in supporting junior golf through the MGA Foundation as well as The First Tee organization.
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
BLEAKLEY ADVISORY GROUP
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 Boockvar provides investment advisory services through Bleakley Advisory Group, an SEC Registered Investment Adviser.
Marlene Carpena is an Independent Consultant on retainer with Bleakley and 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).
Christopher J. Cella has been serving his financial clients since 1984. His over 30 years of experience allows him to provide insight in developing specific plans and strategies for his clients to achieve their financial goals.
Chris graduated from Rowan University, with a Bachelor of Science in Finance and Marketing from the Rohrer College of Business. He holds Series 7, 63 and 66 licenses and is registered with LPL Financial, Charles Schwab and Pershing LLC.
Chris and his wife are the proud parents of three children. He enjoys (trying) to play golf and is an avid fitness enthusiast.
Laurence T. Celniker has 33 years of experience as a financial services professional. His focus is on individual clients with high net worth and deferred compensation plans with Fortune 500 companies (Hasbro, John Wiley & Sons and L3 Communications).
Laurence is a Chartered Financial Consultant® (ChFC®) who specializes in retirement financial planning, investment portfolio management, cash value life insurance and premium finance strategies, and estate and tax planning.
Laurence graduated from the E. Claiborne Robbins School of Business, University of Richmond with a Bachelor of Science in Business Administration. He has four children and resides in Mountain Lakes, New Jersey.
According to Jack D. Cooney, Jr., “A good financial blueprint can lay out what you need to do today to achieve your goals tomorrow. As with other successes in life, you must set goals and work proactively towards those goals. Each financial decision you make and action you take will have a significant impact on your future financial security.”
Jack is a Certified Public Accountant and Chartered Life Underwriter (CLU®) with 31 years of experience. He has a Bachelor of Science in accounting from Stonehill College.
His outside activities include Board of Trustee member for the Center for Great Expectations, a women’s shelter in Somerset, New Jersey.
Alex works on Investments & Planning team and he is responsible for market research and preparing financial planning reports for our clients.
Alex holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7 and 63 registrations. He graduated from the University of Michigan with a Bachelor of Science in Cell and Molecular Biology.
In his free time, Alex likes to cook, play video games, and challenge his mind by taking analytics and computer programming courses through Coursera.
Kiley leads our Investments & Planning Department to ensure clients receive sound, tailored financial plans and investment strategies.
Kiley is a CERTIFIED FINANCIAL PLANNERTM (CFP ®) and Chartered Financial Consultant® (ChFC®). She holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7 and 63 registrations. She graduated from Saginaw Valley State University with a Bachelor of Science in Mathematics.
In her free time, Kiley enjoys gardening and spending time with her family.
Justin Erfer is an independent financial advisor who specializes in helping individuals pursue financial independence through comprehensive financial planning. He assists clients in developing financial strategies that aim to help them preserve and enhance their assets. Typically, this holistic approach includes estate planning, retirement planning, investment planning, and insurance planning.
His mission is to listen to his clients and prospective clients addressing their concerns about retirement and under-capitalization to provide them products and services that can better fit their needs.
Justin graduated from the University of Pittsburgh with a BS in Economics and Finance.
James Michael Faraci prides himself on working with people whose values and beliefs he respects. He works assiduously to help his clients stay disciplined and focused so that they can help address their financial and personal goals. James says he loves what he does because he truly enjoys building relationships, and friendships, with each of his clients.
James holds his Series 7, 66 registrations through LPL Financial. Prior to coming to Bleakley, he gained experience working at several major financial institutions.
James graduated from Bucknell University and distinguished himself in working on a pool, architectural and water filtering project based in New York City. An avid athlete, he hopes to one day play in the North American Pond Hockey Championship in Minnesota.
Shaun’s approach is to listen to clients’ personal and financial objectives to help individuals and businesses clarify goals, identify needs and facilitate solutions. Shaun prides himself on providing honest recommendations that help solve the financial needs for each client.
Shaun lives in Westford, MA with his wife and 3 children. In the few moments that he is not working or parenting, Shaun enjoys reading, listening to music, relaxing with friends and family, playing the guitar, and sports of all kinds. His favorite “get away from it all” place is the lakes and mountains of New Hampshire.
Mark J. Feldman, CFP, CLTC has been serving his clients since 2000. States Mark, “My goal is to work with my clients, building enduring relationships rooted in mutual trust and respect. Once established, I want my clients to feel confident knowing I have a clear understanding of their financial dreams and have committed myself to creating a system that works towards making these dreams a reality.”
Mark is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds CLTC® Certification for Long-Term Care planning
Mark graduated from Lehigh University with a BS in Finance. He is married to his wife Stacey and has 2 children, Jake and Hannah. Mark is an avid fitness enthusiast and active in his local JDRF chapter, working for the movement to help end Type 1 diabetes.
Reed Finney summarizes his client philosophy. “I believe in thoroughly understanding our client’s goals and objectives and then meeting and exceeding expectations of service. Our team approach allows us to provide a highly personalized relationship and dedicated support for our valued clients.”
Reed is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) with over 30 years of experience who has appeared in such media as Worth magazine and CNBC online. He received a Bachelor of Science in Finance from Lehigh University.
Reed is an enthusiastic supporter of his alma mater as well as Providence College and Seton Hall Prep. He is also the past president and a former board member of the Fells Brook Club.
Reed and his wife are the proud parents of five children. He has coached his children’s lacrosse and basketball teams for the past 15 years. In his free time, Reed is an avid reader, tennis and paddle tennis enthusiast and enjoys hiking with his dog.
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.
Stephen C. Goldenring works to help clients stay on course to achieve their financial goals while providing hands-on interaction and superior service along the way.
Stephen began his career in financial services in 1986. He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He has a Bachelor of Science degree in Business Administration from Bucknell University.
Stephen enjoys spending quality time with his wife and two children, particularly on the golf course, where his children also play tournament golf. Stephen enjoys coaching and playing soccer, having represented the USA both playing and coaching in the World Maccabiah Games in Israel.
Brett Goldstein is a financial advisor at Bleakley Financial Group, where he believes that a client’s objectives and values should drive the financial planning process. Success in achieving these financial goals starts with developing a comprehensive plan. Utilizing a holistic approach, Brett takes pride in helping his clients define what is most important to them, and together they formulate a customized strategy. Whether it be accumulating wealth, investing for income or developing a distribution plan, Brett and his team focus on proper asset allocation and diversification to preserve capital while growing to prepare for their clients’ individual and multi-generational aspirations.
Prior to joining Bleakley Financial Group, Brett spent the last five years working at Citi Private Bank and Morgan Stanley Smith Barney. He graduated from the University of Virginia with a bachelor’s degree in economics and psychology. He currently holds the FINRA Series 7 and Series 66 registrations through LPL Financial. Brett lives in Manhattan and enjoys traveling, golf, skiing and spending time with his family.
Dimitri joined Bleakley as an intern in September 2011 and currently serves as a Senior Research and Investment Analyst. He works closely with wealth advisors to create fully integrated wealth management proposals for their clients. Dimitri performs a wide-range of financial planning duties, including security research, portfolio design, retirement, tax and educational modeling, trading and risk management for the advisors. Prior to joining the firm on a full-time basis, he served as the Head of Research and Investment Analysis at Pioneer Financial.
Dimitri is a graduate of Caldwell University, with a Bachelor of Science in Accounting and a minor in Marketing.
His FINRA Series 7 and Series 66 Licenses are held through LPL Financial.
Outside of the office, Dimitri is a sports enthusiast, especially soccer. He also enjoys spending time with family and friends, fitness, reading and travelling. He was born and raised in Barbados.
Tyler joined the team in March of 2019 and has been working in the industry since 2017. He assists with the investment operations and client relations for Andy Schwartz.
Tyler graduated with a BS in Finance from the Pamplin College of Business at Virginia Tech.
Outside of the office, Tyler is an avid sports fan and reader. He enjoys spending his time with his dog Shea and watching Hokies football on Saturdays in the Fall.
Jonathan understands complex financial issues and how they can affect life goals. He works with clients to fully understand their situation and looks to build a relationship that will serve their needs over time.
Preparing for the future is a long-term process that requires customized intricate approaches. Being a part of Bleakley Financial Group gives Jonathan access to an expert financial planning team and an investment research team. With these resources at his side and his ability to sit with clients and understand their goals, he has all the necessary tools to help his clients work towards their goals.
Jonathan graduated from Villanova University with a BA in Economics. He holds the FINRA Series 7, Series 63, Series 65 and Series 66 security registrations through LPL Financial, as well as insurance licenses.
Kevin approaches every day with one goal in mind – to ensure the highest level of investment advice and service to his clients. Ethical, honest, accountable, and responsive are values that form the cornerstone of all interactions Kevin maintains with his clients.
Kevin’s career in financial services began in 1982; his practice has since thrived in the community. He specializes in retirement planning and investment and portfolio analysis and design. Kevin graduated from the American College with the following professional designations:
Kevin also holds multiple Securities registrations and licenses including:
Kevin enjoys spending his life with his wife, Mary, and daughter, Amara. He is also an accomplished chef – having graduated from the world-renowned Culinary Institute in Hyde Park, New York. Kevin has a special appreciation for his horses, since he not only trains them, but they train him too. From his experiences of showing and training horses, Kevin has learned patience and the importance of integrity and honest communication. Kevin’s passions also include golf, Penn State football, and being mentally and physically at the top of his game. Don’t be surprised if you see Kevin at a yoga or pilates class!
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 as well as retirement cash flow modeling. He holds a BA in Mathematics from The University of Texas at Austin and six-plus years of experience in computer security software implementation and management.
Ken has served as a research and investment analyst since joining the firm in 2012. He is responsible for the preparation and drafting of investment proposals and reviews retirement income plans and trades. He is a graduate of Caldwell University with a degree in mathematics.
Mike joined the firm in 2014 and currently serves as an investment analyst and financial planning associate. He is responsible for investment research, portfolio analysis, and assisting in creating a financial plan for clients' specific needs.
Mike is an avid fitness enthusiast and sports fan. He is a graduate of Mount Saint Mary College and he holds his FINRA Series 7 registration through LPL Financial.
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 Kuhn provides investment advisory services through Bleakley Advisory Group, an SEC Registered Investment Adviser.
Gary has been a member of our team since 1993. Gary’s goal is to ensure that your needs are met by setting up client status meetings with your financial professional so that we are aware of your changing needs as your priorities and goals evolve.
A proud father of their three children Tricia, Jenniffer, and Benjamin; Gary and his wife Carol are proud to announce they have been married for 30+ years! Gary enjoys exploring historic cities in the United States, and celebrating the rich culture and architecture of the American heritage.
Frank Lepore is a Wealth Management Advisor and Partner with Bleakley Financial Group. For over 15 years, Frank has worked with his clients to develop a complete financial plan – whether a client is focused on managing current financial success or on protecting and preserving assets over the long term. It has been his mission to develop enduring relationships with people by providing professional guidance for a lifetime of financial independence.
Frank graduated from Montclair State University with a Bachelors of Science in Business Administration and concentration in Finance. He is a member of the Board of Advisors at Montclair State University and an active supporter of Toys for Tots.
In his personal life, Frank enjoys coaching youth sports, playing golf, and spending time with his wife and three children.
Josh Lewis began his financial career in 2013, marking him as one of the vital relative newcomers to a field that desperately needs them.* Josh’s philosophy of service exemplifies his outlook. “Clients, no matter how big or small, come second to none. We take the time to provide the best service and personal attention, ensuring that everyone can reach their goals.”
In addition to his years at Bleakley Financial Group, Josh worked as a financial advisor for Northwestern Mutual. He is a graduate of Johnson & Wales University and active in the Columbia High School Booster Foundation.
*It is widely acknowledged there is a shortage of Millennial financial advisors. In 2015, there were about 36,000 new advisor “trainees” (those with fewer than three years of experience) in the industry, according to Cerulli Associates, a research firm. But more than 29,600 advisers who entered the field from 2010 to 2015 did not succeed and left the profession by the end of that period. A critical pipeline threatens to dry up, with those financial advisors retiring not being replaced.
Paul has been serving clients at Bleakley Financial since 2000. Prior to joining the firm, Paul spent seven years an investment advisor at Republic National Bank.
Paul graduated from The Citadel, The Military College of South Carolina, with a Bachelor of Science in Business Administration and a Bachelor of Arts is Spanish. Paul also earned a Juris Doctorate from Brooklyn Law School and a Masters Business Administration from Baruch College, Zicklin School of Business. He maintains FINRA Series 7 & 63 registrations through LPL Financial and holds insurance licenses for life & health.
Paul lives in Chatham, New Jersey and retired from the US Army National Guard in 2012 after 20 years of service as an Artillery Officer. Paul is an enthusiastic New York Jets fan and is an avid tailgater. He enjoys motorcycling, spending time at the Jersey Shore and trips to Orient Beach in St. Martin.
David Mandelbaum is a Portfolio Manager at Bleakley Advisory Group. Before joining Bleakley, David spent over two decades as a Portfolio Manager, Senior Financial Analyst, Venture Capital Investor, and Corporate Attorney at several leading global hedge funds and law firms.
David is focused on identifying exciting investment growth opportunities with superior risk: reward characteristics across the broad Healthcare sector, the fast-growing Wellness space, and the Technology sector. He applies a deep fundamental investment research process using his extensive knowledge investing in these industries, which he developed over his 25-year career.
Partnering with seasoned Wealth Managers at Bleakley Advisory, David also seeks to help his clients implement thoughtful financial plans reflecting their passions and long-term goals. Bleakley Advisory is an independent Wealth Management firm managing over $5.5 Billion of advisory and brokerage assets, with recognition on the Barron’s Top 1,200 and Forbes Best-In-State Wealth Advisor lists.
David has an MBA from NYU's Stern School of Business, a JD from Brooklyn Law School, and a BA in Government from Clark University. David lives in Weston, CT, is avid about fitness and sports, is a history buff, and enjoys spending time with his wife Amy and their two children, Julia and Sam.
Since 1998, John has been assisting high net worth families achieve their financial goals and objectives related to accumulation, protection, and distribution of wealth by applying a special blend of knowledge and skill. John focuses on his clients goals and common sense and integrity are the cornerstone values that drive that process.
John’s mission is to understand his clients situations by helping them identify their needs, educating them, offering potential strategies, respecting their assets, and monitoring their progress.
When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Michael McKiernan will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy to help you achieve your vision for the future.
Mike holds Series 7, Series 63 and Series 65 licenses through LPL Financial. He began his career as a financial advisor with Northwestern Mutual in 1988, and he has over 20 years of experience performing in various roles within the financial services industry. He received his bachelor’s degree in business from Rutgers University.
Mike enjoys spending time with his wife and their three children. The family is active in their church and enjoys boating and traveling.
David Mecca is a Financial Advisor at Bleakley Financial Group. He helps individuals, families and business owners work towards financial security through comprehensive financial planning. David has always been passionate about working in finance and finds no greater reward than helping his clients pursue their personal and professional financial milestones.
David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and hold his Series 7 and 66 licenses through LPL Financial, as well as insurance licenses. He attended the University of Rhode Island with a major in Finance.
In his free time, David is an avid traveler, and has travelled to 20 countries and counting.
Jayne joined our team in 2003 as a Client Services Assistant. She brought along with her an extensive background in both the brokerage and insurance industries. Jayne graduated from the McCann School of Business. The saying, “No job is complete until the paperwork is done”, is especially true in the financial world. A large part of Jayne’s day is spent meticulously processing paperwork for investment changes of new and existing client portfolios.
A lifelong resident of Pennsylvania, Jayne was born in Mahanoy City, and now calls the Lehigh Valley home. In her spare time, Jayne enjoys her family, going for long walks with their family dog and shopping.
Mark joined the firm in 2017 and currently serves as an investment analyst. He is responsible for investment research, portfolio analysis and proposals, trades, and retirement and education analyses.
Mark graduated magna cum laude with a B.S. in Finance and a B.S. in Information Technology Management from the Stillman School of Business, Seton Hall University.
His FINRA Series 7 and 66 registrations are held at LPL Financial.
Prior to joining the firm, Mark worked in analysis and operational roles for Summit Financial Resources, Inc. and State Street Corporation.
Outside of the office, Mark is an avid car-enthusiast. He enjoys fitness, technology and traveling. Mark is a fluent Spanish speaker.
With nearly 20 years of experience in business development, strategic planning, marketing and talent acquisition, Vince brings a unique skill set to the Bleakley team.
As a member of the Executive Committee, his primary duties involve driving organizational growth via advisor expansion through recruiting, mergers and acquisitions.
Additionally, Vince acts as Bleakley Financial Group’s Chief Marketing Officer and is responsible for firm branding and marketing content. He also provides marketing consultation and business coaching services to advisory teams within the firm.
Vince lives in Denville, New Jersey with his wife Lindsay and their three children. Active in the community, they support a number of organizations to which they have a personal connection including Autism Speaks, Alex’s Lemonade Stand and SAY: The Stuttering Association for the Young.
Brett joined the firm in 2005 and currently serves as a senior research and investment analyst. He is responsible for investment research, fund analysis, portfolio analysis, investment recommendations and client communication. He is part of a team that provides strategies on improving tax efficiency and portfolio quality as well as market commentary, observations and performance. Brett is a graduate of Susquehanna University with a Bachelor of Science in Finance. He holds his FINRA Series 7 registration through LPL Financial.
Prior to joining Bleakley as Director of Human Resources, Tracy Pastor was Executive Vice President and Chief Operations Officer at a private equity firm responsible for all the company’s financial functions including accounting, audit review, treasury, corporate finance and investor relations. She also led all human resources activities. Her career spans more than 20 years of varied experience in financial and operations management, business leadership and corporate strategy.
Prior to that, she served as Manager of Financial Services in Los Angeles, California. In addition, Pastor was a Financial Advisor in California and Florida for ten years. She has held positions in both investment and commercial banking companies.
Pastor earned her International Master of Business Administration from Thunderbird School of Global Management.
Pastor relocated to the New York area in 2014 with her family and they now reside in Morristown, New Jersey.
With nearly 15 years of financial services experience Justin has worked as a financial advisor and personal banker for some of the largest financial firms in the country. He works with clients to set realistic financial and personal goals, assess current financial health, develop a comprehensive plan, put the plan into action and monitor its progress.
Justin graduated from William Paterson University is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Professional Plan Consultant® (PPC®). He is Life and Health Insurance licensed and holds his series 7, 63 and 65 licenses.
Justin lives with his wife, Lindsay, and their two children in Morris Plains, NJ. He enjoys the outdoors, exercising, reading and spending time with his family.
Monica brings over 9 years of experience in the financial services industry to her role. She is responsible for assisting financial advisors in financial planning and investments services, as well as client relationship management.
Monica graduated from Montclair State University with a BS in Business and most recently, attained her CFP® through the NYU School of Professional Studies in order to further her passion for holistic planning. She currently holds her Series 7, 66, and Life/Health Insurance License.
Monica lives in Clifton with her husband Jose and their 3 children: Lianna, Julian, and Michaela. When she is not on the soccer field with her children, she enjoys volunteering and cooking.
Hritesh joined Bleakley as an intern in November 2018 and currently serves as an investment analyst. He is responsible for investment research, portfolio analysis and proposals, trades, and retirement and education analyses. Hritesh graduated with a Master in Business Administration from Caldwell University in May 2019.
Outside the office, Hritesh is a soccer enthusiast. He also enjoys travelling. Hritesh was born and raised in Nepal.
Matt is passionate about helping his clients clearly identify their goals and build a roadmap leading towards financial success. Through a collaborative process with his clients, customized plans are developed to address short, medium and long-term goals. Matt is a process driven professional and values the relationships that he develops with his clients throughout the process.
After graduating from the University of Colorado in 2003, Matt Renov began his career with a focus on energy and transportation. Matt worked as a trader an analyst for Maersk Group and Shell Trading Gas and Power before transitioning to the financial advisory industry in 2015.
Matt is an avid runner and swimmer and enjoys spending time with his wife Brittany.
Matt Renov is not affiliated with LPL Financial in any capacity. Matt Renov provides investment advisory services through Bleakley Advisory Group, an SEC Registered Investment Adviser.
Phil Roberts has over 20 years of experience in the financial services industry. Always acting as a fiduciary, Phil works in creative, objective, independent ways with individuals and families who are in need of financial planning, investment advisory and insurance or financial risk management solutions. Historically, his core competency is in working with the owners of middle-market, family-owned or closely-held businesses helping them with multi-generational wealth transfer strategies, business succession, transitions and exit strategies and liquidity concerns. That said, his client base is actually very diverse and in various stages of life, including young families, widows, corporate executives, attorneys, foundations etc., and spans a broad spectrum of wealth. He also tends to work especially well with individuals and families who have a limited knowledge of the financial services industry and those in need of Next-Gen financial education, because he enjoys the educational aspect of relationships like those.
Phil is a graduate of Temple University and holds a B.B.A. in actuarial science and risk management. Prior to joining Bleakley Advisory Group, he worked at another independent RIA from 2009, and prior to that, he worked at Goldman Sachs & Co., Inc. in their Family Investment Office and at U.S. Trust Company, where he also focused on wealth management for high net worth families and closely-held business owners.
He recently served 8 years pro bono as a Member/Director of VantageTrust Company, LLC, a wholly-owned subsidiary of ICMA-RC, whose mission is to help build retirement security for public sector employees. Phil is very active in his community through volunteer efforts focusing on athletics, children with special needs and the environment, and in his spare time participates in barbecue competitions.
Phil lives in Summit with his wife and 3 children.
Phil Roberts is not affiliated with LPL Financial in any capacity. Phil Roberts provides investment advisory services through Bleakley Advisory Group, an SEC Registered Investment Adviser.
Michael Rosenthal is not affiliated with LPL Financial in any capacity. Michael Rosenthal provides investment advisory services through Bleakley Advisory Group, an SEC Registered Investment Adviser.
Bob oversees all Financial Planning operations for the firm with an emphasis on enhancing fee based financial planning services and expanding the platform to include other advanced planning resources including legal review and accounting services .
Bob is a graduate of the Marquette University School Of Business Administration with a Bachelor of Science degree majoring in Finance. Bob is also a graduate of the American College with a Master of Science in Financial Services (MSFS)
Bob is a graduate of The Wharton School- Securities Industry Institute, the premier executive development program for financial industry professionals.
Bob has obtained the following designations :Chartered Life Underwriter (CLU) ,Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Accredited Estate Planning (AEP), Registered Employee Benefit Consultant (REBC), and Registered Health Underwriter (RHU).
Bob currently holds his Series 6, 7, 24, 26, 51 and 65 licenses with FINRA. Bob also maintains his Wisconsin Life, Accident and Health Insurance License and Wisconsin Real Estate Salesperson License.
Bob is currently a member of the following associations:
Bob also serves on the National Conference Planning Committee for the National Association of Estate Planning Councils (NAEPC) for the past several years.
Bob is married to Jayne and they have one daughter together along with three married step-children and grandchildren.
Bob’s hobbies include his family, sports, volunteering time coaching and politics.
Marc Scharf has been a portfolio manager and analyst for over 25 years at several hedge funds and other large financial institutions. His experience paved the way to helping business owners, entrepreneurs, and professionals achieve their financial goals through strategic planning that includes pensions and other retirement solutions, tax strategies, and captive insurance. Marc’s guiding principle is the desire to educate his clients and empower them to take the right steps to help them reach their financial dreams.
Marc graduated from the University of Massachusetts at Amherst with a Bachelor of Science Degree in Finance and Entrepreneurial Studies.
Marc and his wife have four children. He is involved with coaching youth sports, playing music, and supporting causes that have personally touched the people in his life.
Marc Scharf is not affiliated with LPL Financial in any capacity. Marc Scharf provides investment advisory services through Bleakley Advisory Group, an SEC Registered Investment Adviser.
Rick is a native of the Chicago area and a US Army veteran. He started his career in financial services in 2002. Rick’s inspiration is to “help families take care of those they love in good times and bad.” This mission has personal meaning to him as he is the oldest of four children, when at age 11, his father passed away. Rick is the Managing Partner of Scheeler Financial Group and the founder of the Bleakley office for the greater Cincinnati area.
Rick just finished his 9th designation and plans on completing his Masters of Science in Financial Services in 2020. He is passionate about helping clients determine and pursue their vision, while reducing anxiety.
Rick and Ellen have been married since 1997 and have six children – Paul, Catherine, Bernadette, Bridget and John. Their 2nd child, Mary, passed away in 2018 at the age 18. Rick loves spending time with his family and studying his faith. He also enjoys exercising, and playing the cello as well as being active in the community.
Skyler joined Bleakley in March 2019 and currently serves as an investment analyst. He is responsible for investment research, fund analysis, portfolio analysis, and investment recommendations. Skyler graduated with a BS in Business Administration with a minor in Finance from the High Point University.
Outside of the office, Skyler enjoys playing golf and spending time with family & friends.
Andy Schwartz evaluates his service. “We are committed to helping our clients achieve their financial planning goals by assisting in identifying their objectives, measuring their resources and educating them while offering potential strategies and continuously monitoring their progress.”
Andy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 33 years of experience.
He has received numerous financial awards and appeared in various prestigious financial publications. He has a Bachelor of Science in Finance and marketing from Rowan University
For over 20 years, Andy has been a member of the board of trustees of New Jersey SEEDS.
David is a financial advisor at Bleakley Financial Group. He works with his clients to create customized plans that cater to each individual’s needs and goals. Taking a very active approach, David likes to remain in regular contact with his clients to stay ahead of any changes in their situation or evolution in their goals.
David is a graduate of Arizona State University. Throughout his development, he has worked in numerous capacities at the firm, ranging from his current position as an advisor to interning as an investment analyst. This has helped him develop a core understanding of the planning process and all of its elements.
David holds the FINRA Series 7, Series 63 and Series 65 registrations through LPL Financial, as well as life and health insurance licenses.
Scott Schwartz is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with nearly 30 years of experience. He is also a sought-after speaker who has lectured nationally to financial service professionals and has appeared in numerous major media regarding financial issues. Scott has a Bachelor of Science in Finance from Rowan University.
Scott and his wife are the parents of five children. They support dozens of charitable causes and organizations which also reflect Bleakley clients’ interests. In addition to dog rescue and disadvantaged children, they actively support a number of major charitable organizations, including New Jersey SEEDS. Learn more about Scott here.
Steve Stone began his career in the financial services industry in 1982. He has served both individual and business clients and maintains strong personal relationships with them while placing their needs above his own.
Steve graduated from the University of Notre Dame with a BS in Chemical Engineering. He has continued his education in the financial services industry by earning certifications from the American College as a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter®(CLU®).
Steve lives in Short Hills and is committed to bettering his community, having served on the Overlook Hospital Foundation Board, Overlook Advisory Board, Canoe Brook Country Club Board and numerous Millburn school programs.
As a member of The Cooney Team, Patrick works with individuals, families and business owners to define goals for the future and address plans to reach those. From the birth of a child, preparing for college and accumulating wealth for retirement, to planning for the distribution of your estate, having the proper strategies and vehicles in place makes all the difference. Patrick will work with you every step of the way with the integrity and high level of service you expect.
Patrick earned his Bachelor of Science degree in Mechanical Engineering from Villanova University in Pennsylvania and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He enjoys playing golf, going to the beach, winter trips out West and staying active.
Credentials/Licensing: Registered Paraplanner (RP)
Born & raised in India, Bachelor’s Degree in Business & Science from SUNY Stonybrook, likes to spend time his friends & family, and his Boxer McClain, rides his Harley Davidson in his spare time
Success doesn’t happen by chance. Even after success is achieved, you must continue to devote time and energy to remain successful. This is true in all areas of life, including finances. Tre and his team are committed to helping clients identify their most important financial goals and then developing plans to execute and monitor strategies utilized on an ongoing basis to efficiently work towards achieving their desired outcome.
Tre grew up in West Virginia and graduated from WVU with a BS in Finance. Upon graduation, Tre was commissioned and entered the US Air Force. During his roughly 12 years of service, Tre achieved the rank of Major and flew the T-37, T-38, F-15C, and F-117 aircraft. Tre was a mission commander, instructor pilot and operational test and evaluation pilot. He married Molly in 2002 and received an honorable discharge from the Air Force after his first daughter was born in 2004. At that time, Tre entered the financial services industry and devoted himself to providing excellent advice and service to his clients. Tre has numerous industry credentials including CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and has 16 years of industry experience.
Today, Tre and Molly have two daughters and reside in Centennial, Colorado.
John H. Voigt, Jr. CFP®, CLU® has been serving financial clients since 1986. He states, “We serve our clients with a dedicated team that seeks to first understand their hopes, desires and needs, and then assist them by building a comprehensive plan to help them accomplish their goals.”
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Life Underwriter (CLU®) with Series 7 and Series 63 licenses and is registered with LPL, Charles Schwab and Pershing. In addition, he is a frequent member of the Million Dollar Round Table (MDRT) and has been a Private Advisor Group elite advisor.
John graduated from the University of Richmond. He is a member of Kingdom Advisors, the Greater Parsippany Christian Business Men’s Connection (CBMC), and volunteers with Habitat for Humanity and in Haiti. John’s leisure activities include skiing, fishing and golf.
Eric believes Star Trek’s Captain Jean-Luc Picard said it best when he said, “Things are only impossible until they’re not.”1 Eric and his team strive to turn clients’ goals into possibilities, and possibilities into reality. Eric leads Waggoner Financial in delivering trusted, holistic financial planning to individuals and businesses.
Eric is a Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant® (ChFC®), and Accredited Estate Planner® (AEP®). He holds insurance licenses for life, accident, health, and variable annuities, as well as FINRA series 7, 63, and 26 registrations. He graduated from Michigan State University with a Bachelor of Science in Mathematics and a Bachelor of Science in Astrophysics, as well as a Master of Science in Mathematics. He is currently pursuing a Master of Science in Global Finance from HKUST-NYU Stern Business School.
When he is not working, Eric stays busy with his three-year-old daughter and teaching undergraduate students in the Department of Finance at Michigan State University.
1”When the Bough Break.” Star Trek: The Next Generation. Paramount Television. 13 Feb. 1988.
Kevoi joined the firm in 2009 and currently serves as a senior investment research and planning analyst. He is responsible for managing and reviewing multi-asset portfolios for the firm’s clients and works closely with prospects by analyzing portfolios and assisting with the implementation of customized investment solutions.
Kevoi received his BA in Mathematics and minor in Economics from Caldwell University. His FINRA Series 7 and Series 63 registrations are held at LPL Financial. Kevoi is a CFA charter holder and a member of the New York Society of Security Analysts (NYSSA).
Mike joined Bleakley in June 2018 and currently serves as an investment research and planning analyst. He is responsible for fund research, portfolio analysis, drafting investment proposals, and preparing retirement and education analyses. Mike graduated Summa Cum Laude with a BS in Business Administration with a concentration in Finance from the Feliciano School of Business at Montclair State University.
Outside of the office, Mike is an avid sports fan who enjoys fitness, reading, and spending time with his family and friends.
Lyle is a people person who cares deeply for his clients and their families. He has been making a difference in people’s lives for more than 22 years by providing a level of service that creates meaningful, long term relationships with his clients. He takes the time to understand what is truly important to his clients, from their aspirations to their goals and intentions, before integrating them into their financial plan. Because of this approach, his clients have financial confidence because Lyle always has their best interest in mind and aims to ensure that their financial plan will continue to align with their goals.
Lyle is a Rutgers alumni, CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC).
He resides in South Orange, NJ with his son, Quentin and daughter Mahala and their Cockapoo, Rosalita. In his free time, Lyle enjoys traveling, playing softball, reading U.S. Presidential biographies, and of course, the Yankees.
Pamela Weiss is a CPA whom recently joined the Bleakley Financial Lehigh Valley team.
Prior to working at Bleakley Financial Lehigh Valley, she has fifteen years’ experience as a certified public accountant specializing in small business tax preparation, individual tax preparation, financial statement preparation and accounting. Her other accounting experience includes audits of financial institutions, franchise accounting, QuickBooks, and payroll.
Pamela holds a Certified Public Accountant license in Pennsylvania since March 2005. She is a graduate of Cedar Crest College with a Bachelor of Science degree in Accounting and a Lehigh Carbon Community College graduate with an Associate in Applied Science degree in Accounting.
She enjoys spending time with her family and her three dogs. Her activities include walking her dogs, running, dancing and swimming. As an adult, she has performed in seven dance recitals and ran many 5k races. At her church, she served as a deacon for three years and taught Sunday school to children for twelve years.
Jessica brings over fourteen years of experience in the financial services industry to her role. She is responsible for our investment, and insurance operations and day to day client service needs.
Jessica graduated from the University of Arizona with a BA in Psychology in May 2003. She maintains securities Series 6 and 63 registrations and holds her Life, Accident & Health Insurance license.
Jessica is currently a resident of Pennsylvania where she lives with her husband Morgan and their daughters Harper and Finley. Jessica is a certified CrossFit Level 1 coach and avid CrossFit athlete. A native Coloradoan, Jessica enjoys spending time in the outdoors doing such activities as skiing, hiking, biking, paddle boarding, and fly-fishing.
Richard Wright Jr. is a currently a Wealth Management Advisor and Partner at Bleakley Financial Group. He has 29 years and counting of experience. His clients always comes first when it comes to their financial needs such as success, protection and preserving of their money.
He holds his Series 6, 7, 63 and 65 registrations through LPL Financial.
In his spare time, he loves playing golf, helping his community and spending time with his beautiful wife and three children.