DAHLIA AHMED, CLIENT SERVICE ASSOCIATE

Dahlia joined the team in October of 2018 and has been working in the insurance industry since 2013. She manages the insurance operations and client relations for Mark Feldman. Dahlia currently holds her Life and Health insurance licenses.

She attended and graduated from William Paterson University of New Jersey, and holds her B.S. in Business Management and Administration.

Outside of the office, she enjoys riding her Peloton, finding new desserts to bake, and spending time with her two cats Bailey and Quinn.

Email: dahlia.ahmed@bleakley.com
Phone: (973) 575-4180 x264

DIMITRI GRANT, SENIOR INVESTMENT & PLANNING ANALYST, LPL REGISTERED ADMINISTRATIVE ASSOCIATE

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

ANTHONY HOLDEN, ASSOCIATE DIRECTOR OF INVESTMENT RESEARCH, LPL REGISTERED ADMINISTRATIVE ASSOCIATE

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

MICHAEL KLEIN, WEALTH MANAGEMENT ADVISOR

Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients’ wealth.

Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements.

Mike is an avid fitness enthusiast and sports fan. He holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses.

Email: michael.klein@bleakley.com
Phone: (973) 575-4180 x335

MICHAEL WASIK, INVESTMENT RESEARCH & PLANNING ANALYST, LPL REGISTERED ADMINISTRATIVE ASSISTANT

Mike joined Bleakley in June 2018 and currently serves as an investment research and planning analyst. He is responsible for fund research, portfolio analysis, drafting investment proposals, and preparing retirement and education analyses. Mike graduated Summa Cum Laude with a BS in Business Administration with a concentration in Finance from the Feliciano School of Business at Montclair State University.

Outside of the office, Mike is an avid sports fan who enjoys fitness, reading, and spending time with his family and friends.

Email: michael.wasik@bleakley.com
Phone: (973) 575-4180 x253

HRITESH C. REGMI, MBA, INVESTMENT ANALYST, LPL REGISTERED ADMINISTRATIVE ASSISTANT

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