Advisor

Bachelors of Science

Frank Lepore - Financial Advisor in Fairfield, NJ | WiserAdvisor.com

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.

Bleakley Financial Group

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 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 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 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.

Bleakley Financial Group

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