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Peter Boockvar

Chief Investment Officer / Partner, Bookmark Advisors

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. Peter also acts as the manager of a global macro multi-asset portfolio strategy for select clients.

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’s 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.

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Christopher Nalley, CFP®

Financial Advisor, Bookmark Advisors

Chris Nalley is a wealth advisor at Bookmark Advisors within the Bleakley Advisory Group. He believes a client’s goals and values should drive the financial planning process. Chris and a team of specialists work on each aspect of the process to ensure the objectives of every client are clearly incorporated into their unique financial plan.  Chris enjoys building relationships with families and businesses and helping them execute on their long term goals.

Before joining Bookmark, Chris was a chief compliance officer (CCO) and financial operations principal at Variant Trading Institutional Group, an institutional broker dealer for thirteen years. Chris graduated from the University of Central Florida with a bachelor’s degree in finance and a minor in economics.

Chris enjoys playing golf, fantasy sports and traveling with his wife. He also supports financial and economic literacy programs for students.

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Matt Renov

Financial Advisor

Matt is passionate about helping his clients clearly identify their goals and build a roadmap leading towards financial success. Through a collaborative process with his clients, customized plans are developed to address short, medium and long-term goals. Matt is a process driven professional and values the relationships that he develops with his clients throughout the process.

After graduating from the University of Colorado in 2003, Matt Renov began his career with a focus on energy and transportation. Matt worked as a trader an analyst for Maersk Group and Shell Trading Gas and Power before transitioning to the financial advisory industry in 2015.

Matt is an avid runner and swimmer and enjoys spending time with his wife Brittany.

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Phil Roberts

Financial Advisor

Phil Roberts has over 20 years of experience in the financial services industry. Always acting as a fiduciary, Phil works in creative, objective, independent ways with individuals and families who are in need of financial planning, investment advisory and insurance or financial risk management solutions. Historically, his core competency is in working with the owners of middle-market, family-owned or closely-held businesses helping them with multi-generational wealth transfer strategies, business succession, transitions and exit strategies and liquidity concerns. That said, his client base is actually very diverse and in various stages of life, including young families, widows, corporate executives, attorneys, foundations etc., and spans a broad spectrum of wealth. He also tends to work especially well with individuals and families who have a limited knowledge of the financial services industry and those in need of Next-Gen financial education, because he enjoys the educational aspect of relationships like those.

Phil is a graduate of Temple University and holds a B.B.A. in actuarial science and risk management. Prior to joining Bleakley Advisory Group, he worked at another independent RIA from 2009, and prior to that, he worked at Goldman Sachs & Co., Inc. in their Family Investment Office and at U.S. Trust Company, where he also focused on wealth management for high net worth families and closely-held business owners.

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. Phil is very active in his community through volunteer efforts focusing on athletics, children with special needs and the environment, and in his spare time participates in barbecue competitions.

Phil lives in Summit with his wife and 3 children.

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Michael Rosenthal

Email: michael@bookmarkadvisors.com
Office:
Address:

6900 Jericho Turnpike
Suite 300
Syosset, NY 11791

Michael Rosenthal

Partner, Bookmark Advisors

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Marc Scharf

Email: marc@bookmarkadvisors.com
Office: 646-766-1005
Address:

6900 Jericho Turnpike
Suite 300
Syosset, NY 11791

Marc Scharf

Partner, Bookmark Advisors

Marc Scharf has been a portfolio manager and analyst for over 25 years at several hedge funds and other large financial institutions.  His experience paved the way to helping business owners, entrepreneurs, and professionals achieve their financial goals through strategic planning that includes pensions and other retirement solutions, tax strategies, and captive insurance.  Marc’s guiding principle is the desire to educate his clients and empower them to take the right steps to help them reach their financial dreams.

Marc graduated from the University of Massachusetts at Amherst with a Bachelor of Science Degree in Finance and Entrepreneurial Studies.

Marc and his wife have four children.  He is involved with coaching youth sports, playing music, and supporting causes that have personally touched the people in his life.

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