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 is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
About
Bleakley Financial Group
For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.
With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.
See Disclosures
Talk to an Advisor and GET ANSWERS »
Our Team
Mark Feldman
Wealth Management Advisor
Mark J. Feldman has been serving his clients since 2000. States Mark, "My goal is to work with my clients, building enduring relationships rooted in mutual trust and respect. Once established, I want my clients to feel confident knowing I have a clear understanding of their financial dreams and have committed myself to creating a system that works towards making these dreams a reality."
Mark is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and holds CLTC® Certification for Long-Term Care planning
Mark graduated from Lehigh University with a BS in Finance. He is married to his wife Stacey and has 2 children, Jake and Hannah. Mark is an avid fitness enthusiast and active in his local JDRF chapter, working for the movement to help end Type 1 diabetes.
Certified Financial Planner Board of Standards, Inc. (CFP® Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board initial and ongoing certification requirements.
Peter Boockvar
Chief Investment Officer
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 overall investment philosophy, global investment outlook and asset allocation decisions. Peter also is the portfolio manager of a global macro multi-asset strategy and one focused on global income.
Prior to joining Bleakley, Boockvar was a managing director and the Chief Market Analyst for the Lindsey Group, a macro economic and market research firm founded by former Federal Reserve Governor Larry Lindsey. In this role, Boockvar was responsible for global economic & market research at the firm.
Before his time with the Lindsey Group, Peter worked as a macro analyst and portfolio manager for Omega advisors and had previously been a partner at Miller Tabak & Company where he was an equity strategist and portfolio manager.
Peter market insights are frequently sought out by industry leaders and for the last 5 years has been a regular guest host and contributor on CNBC programs. He is also regularly quoted in articles for Forbes, Barron's, Bloomberg, CNN Money and a number of other news outlets. Peter graduated magna cum laude with a BBA in Finance from The George Washington University.
Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. Peter serves as Chief Investment Officer of Bleakley Financial Group.
Dimitri Grant
SENIOR INVESTMENT RESEARCH & PLANNING ANALYST
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.
Adrian Morales
INVESTMENT ANALYST
Adrian joined Bleakley as an intern in November of 2019 and currently serves as an investment analyst and administrative assistant. He assists advisors with the investment research, portfolio analysis, investment proposals, trades, and retirement analysis. Adrian graduated with a BS in Finance from Rutgers University.
Juan Gomez
Client Service Associate
Juan Gomez joined Bleakley in July of 2022 as a client service associate for Mark Feldman and Michael Klein. In his role, he leads the operational side of their business and helps with managing the client relationship.
Juan attended Montclair State University and graduated with a Bachelors in Finance. In his spare time, he plays on multiple coed teams as a way to combine his love for sports, health and the ability to constantly meet new people. Juan is a great listener, always eager to learn and consume as much knowledge as possible.
