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    The Mackins at Bleakley Financial Group

    Conscious Wealth Advice that works for you

    The Personal CFO: a bespoke approach to Wealth Planning and life

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    Christopher Mackin is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.

    For us, it’s personal

    The Mackins are a brother-sister team of Wealth Advisors based in Florida and New Jersey. Backed by the power of Bleakley Financial Group, we are independent fiduciaries helping you make smart financial decisions. Christopher and Michelle’s business mantra of planning, discipline, and the importance of understanding environmental factors is rooted in their childhood growing up on the water.

    For the Game Changers:

    It’s time someone makes a difference for you. You’re relentless in achieving your professional goals to benefit the greater good. Caring about people and the planet is in the fabric of your being. As you focus all of your energy on being a visionary for the rest of us, let us work with you to plan for your current lifestyle, maximize your philanthropic interests, and shape your future.

     

    The Mackins have pledged a minimum of 2% of revenue every year to causes that support our environment

     

    Planning for the Future

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    Investment Counseling

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    Risk
    Management

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    Charitable
    Planning

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    Executive and
    Employee Benefits

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    Retirement Plan
    Consulting

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    Business Succession
    Planning

    Our Wealth Management Process

    1

    Discovery Meeting

    Your answers to questions centered around seven major life themes is the basis of our understanding of the gaps between your current situation and where you want to go.
    2

    Advanced Plan Review Meeting

    We use content from the Discovery Meeting along with any other conversations we’ve shared to formulate our recommendations. Our objective is to help get you on track to achieve your goals with maximum efficiency.

    3

    Post Implementation Meeting

    Forty-five days after we implement our mutually agreed upon plan, we will meet to review short term progress and to prioritize next steps.

    4

    Ongoing Regular Progress Review

    Communication is vital to the plan’s success. Ongoing review meetings are essentially to: answer your questions, to promptly discuss life changes that affect your financial circumstances. During these meetings we will discuss and prioritize action items in your Plan.

    The Mackins at Bleakley Financial Group

    Christopher J. Mackin, CFP®

    Partner, Wealth Advisor

    I started by career in 2005 and learned the ropes at AXA advisors. I was exposed to a corporate structure and a wide talent range of advisors. As I grew, I affiliated with an independent Registered Investment Advisor to provide better solutions and transparency. I have confidence knowing that I am able to do what is suitable for each of my clients with efficiency. Our clients are fun, have values that are aligned with ours, and are confident they are on a path towards financial freedom.

    In my spare time: Yoga, golf, fish, sail, and travel the world.

    Personal goal: To learn the saxophone.

    Accolades: Named Forbes/SHOOK "Best-In-State Next-Gen Advisors" August 2019 & "America's Top Next-Generation Wealth Advisors List" July 2018.

    Direct Dial: 973-701-6178

    Email: christopher.mackin@bleakley.com

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    Michelle Mackin

    Wealth Advisor

    I am a Wealth Advisor at Bleakley Financial where my brother and I are partnered to provide wealth management strategies to owners of environmentally conscious corporations. My specialty is helping clients work through financial hurdles.

    My fondest childhood memories occurred on the ocean which is why I am focused on working with owners of environmentally conscious corporations. I want to provide visionary leaders of these firms with the time and confidence to make significant decisions within their companies and personal lives.

    In my spare time: Traveling, exploring, beach days, boat trips.

    Personal goal: To become fluent in a new language.

    Direct Dial: 973-701-6178

    Email: michelle.mackin@bleakley.com

    MIchelle Mackin headshot - white background

    Brandon Duensing

    Chief of Staff

    Brandon has experience of more than 15 years as a leader in financial and operations management. He was most recently the Chief Financial Officer at a SaaS based technology firm and has served as a Financial Advisor and an Advisory Practice Consultant at Ameriprise Financial, Inc for a private wealth team based out of central Florida and southern California. Additionally, Brandon is a hospitality entrepreneur managing FP&A, accounting, tax compliance, and business strategy for multiple ventures.

    Brandon earned his bachelor’s degree in International & Global Studies and further went on to study at the College for Financial Planning for his Master’s in Finance.

    In my spare time: I practice Jiu-Jitsu, I am an avid boxer, and I race motorcycles.

    Personal goal: Obtain brown belt in Brazilian Jiu-Jitsu

    Direct Dial: 973-575-4180

    Email: brandon.duensing@bleakley.com

    Brandon Headshot - white background

    Eileen Melo

    Client Service Associate

    Eileen is an essential part of our operations team. She supports our team operationally and administratively to ensure our promise of personalized client service is constantly delivered.

    Prior to joining the Mackin team, Eileen spent 10 years in administration and operations management roles at financial services organizations. Eileen has a B.S. in International Business from Berkeley College. 

    In my spare time: I enjoy spending time with my family/friends,  listening to music and traveling.

    Direct Dial: 973-575-4180

    Email: eileen.melo@bleakley.com

     

     

    Our Team at Bleakley Financial Group

    Sjoerd Blankenstein

    Investment Research & Planning Analyst - LPL Administrative Associate

    Peter Boockvar

    Chief Investment Officer

    Marlene Carpena

    Life Coach

    Joseph Geslao

    Director of Financial Planning - LPL Registered Administrative Associate

    Stephen Kuhn

    Director of Investment Research

    David Mandelbaum

    Portfolio Manager

    Financial Insights

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    FINANCIAL DISCLOSURES

    Christopher Mackin is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.

    The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

    The Forbes ranking of Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audted data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.