Working to help clients stay on course to address their financial goals while providing hands-on interaction and superior service along the way.
Managing Director
Chartered Life Underwriter and Chartered Financial Consultant with 30 years of experience.
Education
Bachelor of Science in Business Administration from Bucknell University
Philosophy of Service
Financial success is defined by you-you are in charge of your economic well-being. Planning, discipline and purpose will lead you to future financial security.
Outside of the Office
Enjoys spending quality time with his wife and two children, particularly on the golf course, where his children also play tournament golf. Also, enjoys spending time coaching and playing soccer, having represented the USA both playing and coaching in the World Maccabiah Games in Israel.
Contact Steve:
Phone: (973) 276-5860
Sal Asta is the Director of Investment Operations for Steve's team. In this role he heads operations for Steve as a centralized point person regarding all investment, insurance, planning, and service needs of his practice.
Previously, Sal was employed as the head of operations for an RIA firm with offices in White Plains, NY, and Woodcliff Lake, NJ.
Sal has a Bachelor of Arts degree in Economics from Bucknell University and a Juris Doctor degree from Quinnipiac University School of Law. He has been in the financial industry since 1999 and holds the Series 65 license as well as life and health insurance licenses.
Sal resides in Montvale, NJ with his wife, two children, and two dogs.
Email: salvatore.asta@bleakley.com
Phone: (973) 575-4180 x274
Heidi joined Bleakley Financial Group in December 2007 after working 10 years in the mortgage industry. She manages the insurance operations and client relations for Stephen Goldenring and John Voight. Heidi currently holds her Life and Health insurance licenses.
She attended and graduated from Montclair State University and holds her B.S. in Marketing.
Outside of the office, she enjoys spending family time with her husband and son, exercising, playing/watching sports, and spending time up in Maine.
Email: heidi.filippelli@bleakley.com
Phone: (973) 575-4180 x279
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).
Email: marlene@bleakley.com
Phone: (973) 575-4180 x221
Ashley joined the firm in August of 2020 as a client service associate for David Schwartz and Stephen Goldenring.
She graduated from Elon University with a BSBA in international business as well as a BSBA in marketing with a concentration in digital marketing. Throughout college Ashley obtained two internships in digital marketing, one of which was located in London, England.
Outside of the office, Ashley loves to travel, work on her photography, dance, and play volleyball. She enjoys spending time with family and friends and is a huge Devils fan.
Email: ashley.tanchak@bleakley.com
Phone: (973) 575-4180 x292
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 Bleakley Financial Group 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.
Email: anthony.holden@bleakley.com
Phone: (973) 575-4180 x218
Prior to joining Bleakley Financial Group as a Senior Investment Research & Planning 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 is also a Certified Investment Management Analyst.
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.
Email: bill.spellman@bleakley.com
Phone: (973) 575-4180 x293
Hritesh joined Bleakley as an intern in November 2018 and currently serves as an investment analyst. He is responsible for investment research, portfolio analysis and proposals, trades, and retirement and education analyses. Hritesh graduated with a Master in Business Administration from Caldwell University in May 2019.
Outside the office, Hritesh is a soccer enthusiast. He also enjoys travelling. Hritesh was born and raised in Nepal.
Email: hritesh.regmi@bleakley.com
Phone: (973) 575-4180 x216
Dimitri joined Bleakley 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.
His FINRA Series 7 and Series 66 Licenses are held through LPL Financial.
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.
Email: dimitri.grant@bleakley.com
Phone: (973) 575-4180 x326
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100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 | Contact Us | P: 973.575.4180 | F: 973.575.4055 |
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.
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