Ascend Beyond Wealth

Joseph has served as the Director of Financial 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.

Steve has been with OnePoint BFG Wealth Partners for over 20 years. He is the Chairman of our Investment Committee and a member of our Executive Committee. Steve also chairs the subcommittees for our UMA program, Alternative Investments, & Structured Products. He is a member of the subcommittees for OnePoint BFG’s Model Portfolios and for Group Retirement Plans. His primary responsibility is to serve as co-captain of our Think Tank, where investment portfolios are analyzed and proposals are written. Steve often joins our advisors on Zoom calls with clients to explain investment topics in detail.

Prior to joining OnePoint BFG in 2002, Steve worked for the mutual fund family Alliance Bernstein and the insurance company Northwestern Mutual. He graduated from West Chester University with a B.S. in Economics and a B.S. in Finance.

He married his high school sweetheart, Mary, in 2003. They now have three great kids. Steve loves to run, bike, & ski.

Marlene has a multifaceted role as part of the HR department, providing emotional support to employees through one-on-one interactions, facilitating team-building activities, and enhancing communication and trust across the firm. For the last 7 years she has been responsible for shaping and maintaining the firm's culture, ensuring a positive and productive work environment for everyone.

Marlene offers coaching services to OnePoint BFG’s clients as well, helping them navigate through various life circumstances. She is a dedicated coach with close to a decade of experience empowering individuals to achieve their personal and professional goals.

In 2016, Marlene received her coaching certification from The Institute of Professional Excellence in Coaching (iPEC). She has been a member of the International Coaching Federation (ICF) since 2017.

In her free time, Marlene enjoys working out, being outdoors, traveling and spending time with her family and friends.

David Mandelbaum is a senior healthcare investor and portfolio manager with 25+ years of experience managing equity portfolios across hedge fund, wealth management, and private investment platforms.

David serves as the Portfolio Manager of the OnePoint Benestar Strategy and as a member of the Investment Committee at OnePoint BFG Wealth Partners.

He previously spent nearly two decades managing healthcare portfolios at leading hedge funds, including 14 years at Omega Advisors where he served as Partner, Portfolio Manager, and Healthcare Sector Head.

David has deep experience across the full investment cycle, encompassing fundamental research and analysis, portfolio construction, and active risk management through changing market environments. His core expertise includes translating policy, regulatory, and industry dynamics into differentiated investment insights across biopharma, life sciences, medical technology, and healthcare services.

His earlier experience included practicing healthcare law, advising diverse healthcare industry clients on complex regulatory and transactional matters, and managing private investments for a strategic venture fund.

David holds a JD from Brooklyn Law School, an MBA from NYU Stern, and an MPH from Yale University.

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.

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.