The Bleakley Financial Group team welcomes the opportunity to discuss your financial goals and how we can help you pursue them. Reach us by completing the contact form below, and someone will reach back out to you soon. We look forward to speaking with you!
The Mackins are a brother-sister team of Wealth Advisors based in Florida and New Jersey. Bolstered by the power of Bleakley Financial Group, we help 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.
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
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.
Forty-five days after we implement our mutually agreed upon plan, we will meet to review short term progress and to prioritize next steps.
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.
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
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
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
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
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
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.
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.
Peter Boockvar is solely an investment advisor representative and chief investment officer of Bleakley Financial Group, LLC and not affiliated with LPL Financial.
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.
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).
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.
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.
Stephen Kuhn is solely an investment advisor representative of Bleakley Financial Group, LLC and not affiliated with LPL Financial.
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.
David Mandelbaum is solely an investment advisor representative of Bleakley Financial Group , LLC and not affiliated with LPL Financial.
2022 | Environmentally Conscious Investing
2021 | Business Succession Planning
2021 | Business Succession Planning
2021 | Other
2021 | Environmentally Conscious Investing
2021 | Environmentally Conscious Investing
2021 | Other
2021 | Other
2021 | Tax Mitigation
2021 | Tax Mitigation
2021 | Business Succession Planning
2021 | Tax Mitigation
Christopher Mackin is solely an investment advisor representative of Bleakley Financial Group, LLC and not affiliated with LPL Financial.
The Forbes Best-In-State Next Gen Advisors and America's Top Next-Generation Wealth Advisors ranking, was developed by SHOOK Research. The Forbes Best-In-State Next Gen Advisors rankings was issued in 2019 based off reporting data as of March 31st in that calendar year and the Forbes America's Top next-Generation Wealth Advisors List based off reporting data as of as of March 31st in that calendar year. These rankings are 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 from Bleakley Financial Group, LLC or Christopher Mackin in exchange for rankings.
Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.
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