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.
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.
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.
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.
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).
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.