Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve.
Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.
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.
Comprehensive Financial Planning and Wealth Management.
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
Joshua L. Lewis -
Financial Advisor
Josh Lewis began his financial career in 2013, marking
him
as one of the vital relative newcomers to a field that
desperately needs them.* Josh's philosophy of service
exemplifies his outlook. "Clients, no matter how big or
small, come second to none. We take the time to provide
the best service and personal attention, ensuring that
everyone can reach their goals."
In addition to his years at Bleakley Financial Group,
Josh
worked as a financial advisor for Northwestern Mutual. He
is a graduate of Johnson & Wales University and active in
the Columbia High School Booster Foundation.
Dimitri Grant
Senior Investment Research & Planning Analyst (LPL Registered Administrative Associate)
Dimitri joined Bleakley as an intern in September 2011
and
currently serves as a research and investment analyst.
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. He was
born
and raised in Barbados.
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.
Cara Pasternak
Client Service Assistant
Cara handles all of the team's social media, advertisements and administrative work.
Cara started as an intern at Bleakley March of 2019 before becoming a part of the team in September of 2019. She studied and graduated from Montclair State University in Business Administration with a concentration in Marketing.
In her free time, she likes to enjoy her time with her friends and family, while also being able to travel whenever she can.
Danielle Demio
Client Service Associate
