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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.
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.
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
Daniel joined Bleakley as a Senior Investment Analyst in December 2018. His role includes portfolio construction and management, as well as analysis and due diligence of various investment vehicles. He focuses on meeting the unique needs of each client and assisting them in achieving their financial goals.
Daniel is a CFA charter holder and a member of the New York Society of Security Analysts (NYSSA). He has a bachelor’s degree in Mathematics of Finance from Montclair State University.
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.
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.
Dimitri joined Bleakley as an intern in September 2011 and currently serves as a research and investment analyst. 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. He was born and raised in Barbados.
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.
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.
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.
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.
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
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.