Philosophy of Service

PETER BOOCKVAR

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, as a member of the investment committee, and participating in the setting of the firm’s overall investment philosophy, global investment outlook and macro asset allocation decisions. Peter also is the portfolio manager of the Bleakley Global Macro and Bleakley Target Income Portfolio strategies.

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 is a CNBC contributor and a regular guest on its programs. Peter graduated magna cum laude with a BBA in Finance from The George Washington University.

MARLENE CARPENA

DIMITRI GRANT

Dimitri joined Bleakley as an intern in September 2011 and currently serves as a Senior Investment Research and Planning 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 education 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.

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. 

JUAN GOMEZ

ANTHONY HOLDEN 

Anthony Holden has been performing investment research, helping to create financial plans and helping to manage 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 experience in assisting with multi-asset portfolio construction and tax-managed investing strategies, as well as extensive experience in helping to evaluate both public and private investment managers as well as assisting with 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.

STEPHEN KUHN

Stephen has served as Director of Investment Research for Bleakley Financial since 2002. Prior to joining the firm, he spent three years working with Alliance Bernstein Research and Management as a liaison between investment advisors and portfolio managers. He also worked as a financial advisor for Northwestern Mutual.

Stephen holds a Bachelor of Science in Economics and Finance from West Chester University

STEPHANIE LESTER

Stephanie works closely with retirement plan sponsors consulting on fiduciary, investment, operational and regulatory issues relating to Bleakley’s retirement plan practice.

Prior to joining Bleakley, Stephanie spent 14 years specializing in retirement in both sales and client services at Unified Trust Company, a national retirement plan record-keeper. Stephanie was also involved in establishing and executing strategic business initiatives for the firm. 

Stephanie received a BBA in Finance from the University of Kentucky Carol Martin Gatton College of Business & Economics. She also holds a Master’s in Business Administration from Morehead State University and received the Qualified Plan Financial Consultant (QPFC) credential through ASPPA in 2013.

Stephanie and her husband reside in Central Kentucky and are the proud parents of three children. When she is not working or busy with her children’s activities, Stephanie enjoys traveling, spending time outdoors, and cheering on the Kentucky Wildcats.

ADRIAN MORALES