Advisor

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

Bleakley Financial Group offers individuals, families and business owners independent financial 
planning and wealth management advice in a small team environment. Our advisory model is based on 
a disciplined financial planning process that addresses the full complexity of your financial 
situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your 
financial planning and wealth management needs. The strength and size of our infrastructure gives 
us the bandwidth to solve sophisticated financial situations while keeping our advisor to client 
ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's 
future. Our method as your financial partner is to provide a truly comprehensive solution, 
working in close collaboration with your legal and accounting advisors to make recommendations 
within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to 
providing you with an unmatched client experience. Dedicated, accessible and responsive to your 
needs, we work together to bring you the strategies, products and guidance we believe serve your 
best interest.

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.

Mike joined Bleakley in June 2018 and currently serves as an investment research and planning analyst. He is responsible for fund research, portfolio analysis, drafting investment proposals, and preparing retirement and education analyses. Mike graduated Summa Cum Laude with a BS in Business Administration with a concentration in Finance from the Feliciano School of Business at Montclair State University.

Outside of the office, Mike is an avid sports fan who enjoys fitness, reading, and spending time with his family and friends.

Hritesh joined Bleakley as an intern in November 2018 and currently serves as an investment analyst. He is responsible for investment research, portfolio analysis and proposals, trades, and retirement and education analyses. Hritesh graduated with a Master in Business Administration from Caldwell University in May 2019.

Outside the office, Hritesh is a soccer enthusiast. He also enjoys travelling. Hritesh was born and raised in Nepal.

Bleakley Financial Group

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