Ascend Beyond Wealth
relationship built for life.
Christopher J. Cella has been serving his financial clients since 1984. His over 30 years of experience allows him to provide insight into developing specific plans and strategies for his clients to achieve their financial goals.
Chris graduated from Rowan University with a Bachelor of Science in Finance and Marketing from the Rohrer College of Business.
Chris and his wife are the proud parents of three children. He enjoys (trying) to play golf and is an avid fitness enthusiast.
CA Insurance License #0B14769
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 OnePoint BFG Wealth Partners 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.
Dimitri joined OnePoint BFG Wealth Partners as an intern in September 2011 and currently serves as a Senior Research and Investment 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 educational 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.
Prior to joining OnePoint BFG Wealth Partners as a Senior Planning & Investment Analyst in August 2020, Mr. Spellman spent nearly 20 years at Prudential Financial in their Strategic Investment Research Group. Throughout his tenure at Prudential, Mr. Spellman held numerous roles, including the research management of the firm’s separately managed account and wrap fee mutual fund platforms (which totaled over totaled over $20 billion under advisement) and providing manager research opinions to Prudential’s Retail Mutual Fund Board of Directors. Prior to joining Prudential, Bill spent seven years as an analyst and senior analyst for PaineWebber (now UBS), in their insurance and managed money areas.
Mr. Spellman received his M.B.A. (in finance) from Fairleigh Dickinson University and B.B.A, cum laude, from Hofstra University. He also holds the Certified Investment Management Analyst (CIMA®) designation.
In addition to several civic organizations, Bill is a member of the Investments and Wealth Institute. In his spare time, Bill enjoys fishing, hiking, and spending time with his wife and two teenage children.
In his role as Chief Investment Officer, Peter leads the team that is responsible for the development, management and oversight of OnePoint BFG Wealth Partners’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 the OnePoint BFG Global Macro Multi-Asset Strategy and the OnePoint BFG Target Income Portfolio Strategy.
Prior to joining OnePoint BFG, 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 10 years has been a regular guest host and contributor on CNBC programs. He is also regularly quoted in articles for Forbes, Barrons, 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.
Aligning your financial strategy with what matters most.
We start with your goals, values, and aspirations — then build a comprehensive financial roadmap to help you live the life you're envisioning. This integrated plan serves as the foundation for every recommendation and decision ahead.