As part of a fully independent advisory firm with the stewardship of only client values at heart, Bleakley Financial Group’s SPECIAL LIFE TEAM provides 24/7 responsiveness, and meticulously personalized / proactively tuned financial planning & wealth management - all with a compassionate, woman’s touch. Our team provides the most current, salient and forward-looking perspective on markets, regulations, and holistic family well-being.
FAMILY - CENTERED FINANCIAL PLANNING
Women's Financial Needs:
WEALTH MANAGEMENT ADVISOR
After a thirty-year career on Wall Street, Lynda recently joined Bleakley Financial Group to lead the SPECIAL LIFE TEAM, delivering financial planning, advisory and wealth management services centered on empowering families to protect and sustain their “special life.” Lynda is one of a small group of financial professionals in the US to hold three complementary designations: Chartered Financial Analyst (CFA®), Chartered Special Needs Consultant (CHSNC®), and Certified Divorce Financial Analyst (CDFA®). She also holds her Life, Health & Long Term Care insurance licenses, and is qualified as a FINRA Arbitrator - testimony to her record of integrity in the financial services industry. In addition, Lynda holds a certification in Interdisciplinary Collaborative Divorce Practice Training (Meets IAP Standards) and is Mosten Guthrie Trained Divorce and Family Mediator (MC3 Approved).
With disciplined objectivity and deepest empathy, Lynda’s team is addressing the unique needs of multiple generations of families, with sophisticated and high-touch wealth, insurance, life and estate planning competencies. Lynda is dedicated to empowering and educating each member of the family while bringing the entire family together to understand and manage both individual and collective financial well-being. Lynda and team are available 24/7 for clients’ families to help plan for and navigate through the toughest challenges life may bring.
Lynda has a special passion for working with women to address their unique family needs. These include financially empowering the multiple generations of girls and women who may not have had the opportunity to learn about finances, ceding them to a spouse or parent who may not always be around. She is active in financial education, leading workshops, webinars and on-on-one sessions, as well as organizing stock market investment clubs as platforms to share, learn and connect. Her CDFA® knowledge informs women working through divorce to realize the best possible financial outcomes. At all times, solutions and services are planned and delivered across the fullest scope of unanticipated life scenarios including wealth transfer, incapacity, divorce or loss of a spouse / partner.
Lynda is also a true ‘warrior mom’ of five children, including a teen with profound autism and a child adopted from China with a learning disability. She is experienced in navigating government benefits, school IEPs, and other administrative challenges often misunderstood by families stuck in the special needs maze. Lynda’s CHSNC® expertise guides a lifelong roadmap of solutions across a broad range of disability, incapacity and mental health challenges, from the highest need chronic conditions to the more episodic, but still demanding extra attention and support from the family.
A Bachelor in Asian Studies from Cornell University, Lynda also holds a graduate level business diploma from the London School of Economics. She is a lifelong student of Asian stock markets, fluent in Mandarin, an avid golfer and an Asian art collector. Lynda is also a powerful advocate for the educational and civil rights of adults and children with disabilities or incapacities, a member of the Simons / Spark Autism Research Council, a former elected legislator in her hometown of Westport, CT, and a member of the Cayuga Society at Cornell.
I am applying all my training, experience, and spirit to redefine family wealth management in a sophisticated yet compassionate, empathetic, and holistic way – with clients’ best interest, lower costs, greater tax efficiency, and unique values at heart."
Holistic Family Financial Planning (including Risk Management and Insurance Assessment)
Wealth & Portfolio Management
Estate Planning Strategies / Intergenerational Wealth Transfer & Taxation
Risk Mgmt. & Insurance (Life, LT Care & Disability)
Women’s Financial Planning
Divorce Financial Analysis
Financial Education, Training and Seminars
Family Legacy Planning and Special Topic Workshops
Business Sale & Other Liquidity Events
Special Needs Planning – Disability, Incapacity, & Mental Health
ABLE Tax Free Planning Savings Accounts
Residential Needs Planning and Funding
Private School and College Admissions Advisory
Sustainable and Impact Investing
Alternative Investments & Asian Equities
End-of-Life Planning and Advanced Directives
MEET THE TEAM
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.
Peter Boockvar is not affiliated with LPL Financial in any capacity. Peter provides investment advisory services through Private Advisor Group, DBA Bleakley Financial Group, an SEC Registered Investment Adviser.
Phone: (973) 575-4180 x211
Marlene Carpena is critical piece of Bleakley’s executive committee. She is committed to helping foster a strong culture of growth and collaboration at Bleakley Financial Group.
Marlene specializes in helping our clients navigate difficult life circumstances. She has an extensive background in helping individuals and professionals explore their passions, values, strengths, and core beliefs.
Marlene’s coaching certification came through iPEC, which is an accredited program of the coaching industry’s overseer, International Coach Federation (ICF).
Phone: (973) 575-4180 x221
Joseph has served as the director of advanced planning for the firm since 2000. He leads a team of analysts who are responsible for creating financial plans for clients including retirement and estate tax proposals, investment portfolio analysis, education projections, and life insurance proposals. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts and market trends, and manages clients’ investment accounts by performing quarterly reviews, proposals and tax management.
Prior to joining the firm, Joseph spent four years with The Prudential Insurance Company as a consultant assisting top-producing agents in case development, utilizing advanced marketing concepts such as deferred compensation, split-dollar and executive bonus plans, and analyzing needs and identifying opportunities to offer competitive, creative case planning for proposed clients. Joseph also worked for New York Life Insurance Company as a planner and mentor working with field force in developing financial plans for clients.
Joseph earned a BA in Accounting from Widener University and an MBA in Finance from Fairleigh Dickinson University. He holds life and health insurance licenses, as well as the FINRA series 7, series 63 and series 66 registrations through LPL Financial.
Ken has served as a research and investment analyst since joining the firm in 2012. He is responsible for the preparation and drafting of investment proposals and reviews retirement income plans and trades. He is a graduate of Caldwell University with a degree in mathematics.
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 Financial Group, an SEC Registered Investment Adviser.
Phone: (973) 575-4180 x288
Bob oversees all Financial Planning operations for the firm with an emphasis on enhancing fee based financial planning services and expanding the platform to include other advanced planning resources including legal review and accounting services .
Bob is a graduate of the Marquette University School Of Business Administration with a Bachelor of Science degree majoring in Finance. Bob is also a graduate of the American College with a Master of Science in Financial Services (MSFS)
Bob is a graduate of The Wharton School- Securities Industry Institute, the premier executive development program for financial industry professionals.
Bob has obtained the following designations :Chartered Life Underwriter (CLU) ,Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Accredited Estate Planning (AEP), Registered Employee Benefit Consultant (REBC), and Registered Health Underwriter (RHU).
Bob currently holds his Series 6, 7, 24, 26, 51 and 65 licenses with FINRA. Bob also maintains his Wisconsin Life, Accident and Health Insurance License and Wisconsin Real Estate Salesperson License.
Bob is currently a member of the following associations:
Bob also serves on the National Conference Planning Committee for the National Association of Estate Planning Councils (NAEPC) for the past several years.
Bob is married to Jayne and they have one daughter together along with three married step-children and grandchildren.
Bob’s hobbies include his family, sports, volunteering time coaching and politics.