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.

Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

MARLENE CARPENA

JOSEPH GESLAO

Joseph has served in his current role at the firm since 2000. He leads a team of analysts who are responsible for creating comprehensive financial plans and investment portfolio. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts, and market trends. Prior to joining the firm, he worked as a planner for the Prudential Insurance Company and New York Life Insurance Company.

Joseph earned a BS in Accounting from Widener University and an MBA in Finance from Farleigh Dickinson University.

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

Steve Kuhn is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

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.

JESSE LEVITT

Jesse joined Bleakley as an intern in October 2019 and currently serves as an investment analyst. He assists with investment research, portfolio analyses, investment proposals, trades, and retirement analysis.

Jesse graduated with a BS in Economics and a minor in Business Management from The University of Arizona – Eller College of Management.

JACK MCLAUGHLIN

Jack joined Bleakley in 2023 and currently serves as an investment analyst. He is responsible for assisting with investment research, portfolio analyses, investment proposals, trades, and retirement analyses.

Jack graduated with a BS and MBA in Business Administration from West Virginia University.

JAIME PLOSCOWE

Jaime is the Director of the Client Services Desk, leading a team of Client Service Associates to support Bleakley advisors with excellent support. She came to Bleakley in June of 2022 after 6 years of working in OSJ’s & RIA’s and is a member of the Bleakley Management Team.

In her prior career Jaime was a NASDAQ market maker at Lehman Bros then a Managing Director with Smith Barney responsible for creating & running 3rd Market NASDAQ trading.  She served on the NASD 19c-3 Committee and as a member of the Security Traders Association of NY.  She holds Series 7 and 63 registrations through LPL Financial, as well as her life & health insurance licenses, and is a notary public. Jaime grew up on Long Island, then NYC before arriving in North Caldwell, NJ where she raised her 3 fabulous, talented children and her boxer, Mac. As a right brain/left brain type, she has degrees in Studio Art and Advertising Design and enjoys all things creative.