The Mackins at Bleakley Financial Group

Sjoerd serves as the Director of Trading and Unified Managed Accounts at Bleakley, having joined the firm as an intern in March 2016. With a solid foundation in financial economics and mathematics from Caldwell University, and further honed by achieving the Chartered Financial Analyst (CFA) designation in April 2023, Sjoerd has consistently demonstrated exceptional skill in investment research, portfolio analysis, and strategic financial planning. His rise through the ranks to his current position, which he assumed in January 2024, underscores his dedication to excellence and a keen analytical acumen that significantly contributes to our firm's strategic direction and operational efficiency.

In his current role, Sjoerd is instrumental in shaping the firm's trading strategies and unified managed account offerings, to help ensure that our investment strategies not only meet but exceed our clients' expectations. His leadership is characterized by a forward-thinking approach and a deep commitment to the financial industry.

Outside of work, Sjoerd cherishes the time spent with his family. He enjoys exploring the outdoors and creating lasting memories with his wife, Alondra, their daughter, Layla, and their two Labradors, Holland and Oakley.

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 is the portfolio manager of a global macro multi-asset strategy and one focused on global income.

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.

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.

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.

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.

As an Investment Research and Planning Analyst, Dante is responsible for conducting thorough market research and analysis to support clients' investment decisions. His role involves evaluating financial data, identifying trends, and creating detailed reports that guide strategic planning. By staying informed about economic developments and market fluctuations, Dante ensures that clients receive up-to-date and insightful advice tailored to their unique investment goals.