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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. Dan is an avid outdoorsman and a proud supporter of Rutgers University. Lyle is a people person who cares deeply for his clients and their families. Marlene Carpena is an Independent Consultant on retainer with Bleakley and is a critical piece of Bleakley’s executive committee.

Here's the excerpt from the interview in which they discuss Omnicare (NYSE:OCR), which was trading at $39.11 at the time of the interview: Tell us about one of your current healthcare bets, Omnicare (OCR). He is a member of the Board of Advisors at Montclair State University and an active supporter of Toys for Tots. As a testament to Michael’s high level of service, he has been recognized by Forbes for three years in a row as a 2020, 2019 and 2018 Best-In-State Wealth Advisor. He enjoys fitness, technology and traveling. Outside of the office, Michael enjoys spending time with his family. Scott and his wife are the parents of five children. David Mandelbaum is a Portfolio Manager at Bleakley Advisory Group. Shaun prides himself on providing honest recommendations that help solve the financial needs for each client. Tre and his team are committed to helping clients identify their most important financial goals and then developing plans to execute and monitor strategies utilized on an ongoing basis to efficiently work towards achieving their desired outcome. The New Jersey-based enterprise was launched in 2015 by ex-Northwestern Mutual representatives and has recruited at least 18 advisors since 2018 to reach 44. Portfolio Manager at Omega Family Office. Uli is CFA Level III candidate and holds series 7 and 63 registrations through LPL.

Michelle started her career in financial services in 2012, and in 2016 she teamed up with her brother, Christopher. Stephen Kuhn is not affiliated with LPL Financial in any capacity. 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, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and asset allocation decisions.


Typically, this holistic approach includes estate planning, retirement planning, investment planning, and insurance planning.His mission is to listen to his clients and prospective clients addressing their concerns about retirement and under-capitalization to provide them products and services that can better fit their needs.Justin graduated from the University of Pittsburgh with a BS in Economics and Finance. Paul lives in Chatham, New Jersey and retired from the US Army National Guard in 2012 after 20 years of service as an Artillery Officer. Credentials/Licensing: Registered Paraplanner (RP), Born & raised in India, Bachelor’s Degree in Business & Science from SUNY Stonybrook, likes to spend time his friends & family, and his Boxer McClain, rides his Harley Davidson in his spare time. Kevin’s passions also include golf, Penn State football, and being mentally and physically at the top of his game. Reed and his wife are the proud parents of five children. He holds the FINRA Series 7, Series 63, Series 65 and Series 66 security registrations through LPL Financial, as well as insurance licenses. Michelle finds incredible gratification in customizing strategies for their clients. Because of this approach, his clients have financial confidence because Lyle always has their best interest in mind and aims to ensure that their financial plan will continue to align with their goals.

Kevoi is a CFA charter holder and a member of the New York Society of Security Analysts (NYSSA). Nathan takes great pride in enabling his clients to feel in control of their financial future.

Jonathan understands complex financial issues and how they can affect life goals. in Information Technology Management from the Stillman School of Business, Seton Hall University.His FINRA Series 7 and 66 registrations are held at LPL Financial.Prior to joining the firm, Mark worked in analysis and operational roles for Summit Financial Resources, Inc. and State Street Corporation.Outside of the office, Mark is an avid car-enthusiast. He received a Bachelor of Business Administration from the Ross School of Business, University of Michigan. Success doesn’t happen by chance. He is a member of Kingdom Advisors, the Greater Parsippany Christian Business Men’s Connection (CBMC), and volunteers with Habitat for Humanity and in Haiti. He is also a sought-after speaker who has lectured nationally to financial service professionals and has appeared in numerous major media regarding financial issues. He recently served 8 years pro bono as a Member/Director of VantageTrust Company, LLC, a wholly-owned subsidiary of ICMA-RC, whose mission is to help build retirement security for public sector employees. 13 Feb. 1988. He enjoys spending his time with his dog Shea and watching Hokies football on Saturdays in the Fall. David holds the FINRA Series 7, Series 63 and Series 65 registrations through LPL Financial, as well as life and health insurance licenses. If you are serious about your studies, its not a hard concept to grasp, best prof ever !! Outside of the office, Mike is an avid sports fan who enjoys fitness, reading, and spending time with his family and friends. David Mandelbaum Partner, SEC Services at PricewaterhouseCoopers, National Office. 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. Skyler graduated with a BS in Business Administration with a minor in Finance from the High Point University. Anthony is a Retirement Income Certified Professional® (RICP®), holds the FINRA Series 7, Series 63 and Series 65 registrations and his licenses to provide life and health insurance as well. He works with clients to fully understand their situation and looks to build a relationship that will serve their needs over time. For over 15 years, Frank has worked with his clients to develop a complete financial plan – whether a client is focused on managing current financial success or on protecting and preserving assets over the long term. Prior to joining Bleakley as Corporate Financial Analyst, Brooke Crawford was a Billing Associate with an RIA responsible for functions including accounting, bill generation, invoicing, and account review.

Pamela Weiss is a CPA whom recently joined the Bleakley Financial Lehigh Valley team. He holds his FINRA Series 7 registration through LPL Financial. He assists clients in developing financial strategies that aim to help them preserve and enhance their assets. Brett Goldstein is a financial advisor at Bleakley Financial Group, where he believes that a client’s objectives and values should drive the financial planning process. … Private Advisor “is growing, and we're developing new solutions that enable our audience to continue to work towards their own growth and success,” Managing Director Berta Aldrich said in a statement.
What is David Mandelbaum’s email address? John focuses on his clients goals and common sense and integrity are the cornerstone values that drive that process.

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