Weintraub - Team Page

MISSION STATEMENT

Helping our clients bring their personal and financial goals into focus is our mission. Helping them create and execute a plan to achieve those goals is our reward.

As a wealth management advisor, my approach takes a personalized path. I enjoy getting to actually know people before we speak about money. While it can take a little longer up front, my approach aims to create financial confidence as I intend to provide my clients with candor, empathy, and dedication. I work to understand them, their priorities, and values. I am committed to taking a non-judgmental, sincere interest in highlighting priorities, working with them to create a holistic long-term plan and giving them confidence as they works towards financial security.

LYLE G. WEINTRAUB, CFP^® CLU^®ChFC^®

MANAGING DIRECTOR & WEALTH MANAGEMENT ADVISOR

Lyle is a people person who cares deeply for his clients and their families. He has been making a difference in people’s lives since 1992 by providing a level of service that creates meaningful, long term relationships with his clients. He takes the time to understand what is truly important to his clients, from their aspirations to their goals and intentions, before integrating them into their financial plan. Because of this approach, he is able to help clients work towards financial confidence and is committed to acting in their best interest, which aims to ensure that their financial plan will continue to align with their goals.

He resides in South Orange, NJ with his son, Quentin and daughter Mahala and their Cockapoo, Rosalita. In his free time, Lyle enjoys traveling, playing softball, reading U.S. Presidential biographies, and of course, the Yankees.

EDUCATION:

Bachelor of Arts from Rutgers University

PHILOSOPHY OF SERVICE:

“My goal is aiming to provide the best service to my clients and in turn, build long term relationships predicated on responsiveness, trust, and mutual respect .”

IN THE COMMUNITY:

JESSICA WILLIS

JESSICA WILLIS, INSURANCE & INVESTMENT OPERATIONS ASSOCIATE

Jessica brings over fourteen years of experience in the financial services industry to her role. She is responsible for our investment, and insurance operations and day to day client service needs.

Jessica graduated from the University of Arizona with a BA in Psychology in May 2003. She maintains securities Series 6 and 63 registrations held through LPL Financial and holds her Life, Accident & Health Insurance license.

Jessica is currently a resident of Pennsylvania where she lives with her husband Morgan and their daughters Harper and Finley. Jessica is a certified CrossFit Level 1 coach and avid CrossFit athlete. A native Coloradoan, Jessica enjoys spending time in the outdoors doing such activities as skiing, hiking, biking, paddle boarding, and fly-fishing.

Email: jessica.willis@bleakley.com
Phone: (973) 575-4180 x285

MONICA PYRYT, CFP®

MONICA PYRYT, CFP®, FINANCIAL PLANNING ASSISTANT

Monica brings over 9 years of experience in the financial services industry to her role. She is responsible for assisting financial advisors in financial planning and investments services, as well as client relationship management.

Monica graduated from Montclair State University with a BS in Business and most recently, attained her CFP® through the NYU School of Professional Studies in order to further her passion for holistic planning. She currently holds her Series 7 and 66 held through LPL Financial and holds her Life & Health Insurance license.

Monica lives in Clifton with her husband Jose and their 3 children: Lianna, Julian, and Michaela. When she is not on the soccer field with her children, she enjoys volunteering and cooking.

Email: monica.pyryt@bleakley.com
Phone: (973) 575-4180 x287

STEPHEN KUHN

STEPHEN KUHN, DIRECTOR OF INVESTMENT RESEARCH

Stephen Kuhn has served as the Director of Investment Research for Bleakley Financial Group since 2002. Prior to joining the firm, he spent three years working with AllianceBernstein Research and Management as a liaison between investment advisors and portfolio managers. He also worked as a financial advisor for Northwestern Mutual. Steve holds a Bachelor of Science in Economics and a Bachelor of Science in Finance from West Chester University.

Stephen Kuhn is not affiliated with LPL Financial in any capacity. Stephen provides investment advisory services through Private Advisor Group, DBA Bleakley Advisory Group, an SEC Registered Investment Adviser.

Email: steve.kuhn@bleakley.com
Phone: (973) 575-4180 x288

SJOERD BLANKENSTEIN

SJOERD BLANKENSTEIN, INVESTMENT RESEARCH & PLANNING ANALYST, LPL ADMINISTRATIVE ASSOCIATE

Sjoerd joined Bleakley as an intern in March 2016 and currently serves as a research and investment analyst. He is responsible for investment research, portfolio analyses, investment proposals, trades, and retirement analyses.

Sjoerd holds a Bachelor of Science in Financial Economics and a minor in Mathematics from Caldwell University.

Email: sjoerd.blankenstein@bleakley.com
Phone: (973) 575-4180 x247