We love working with our clients. In fact, many have become dear friends over the years. When you're working with Bleakley - Tidewater, you're getting more than just Tracy and Harold. You get our whole team...a smart, hardworking team that cares about you, your family and your financial future!
To best serve the diverse needs of our clients, we've curated a team with equally diverse experience and specialization. Our team is amazing - and our current clients tell us that all the time!
Principal / Wealth Management Advisor
Wealth Management Advisor
LPL Registered Administrative Assistant, Investment Research and Planning Analyst
Client Service Associate
Client Services Associate
CHIEF INVESTMENT OFFICER
DIRECTOR OF INVESTMENT RESEARCH
DIRECTOR OF FINANCIAL PLANNING and LPL REGISTERED ADMINISTRATIVE ASSOCIATE
INVESTMENT RESEARCH & PLANNING ANALYST and LPL ADMINISTRATIVE ASSOCIATE
CLIENT SUPPORT ADVOCATE
The financial advisors of Bleakley Financial collectively service approximately $9 billion* in client brokerage and advisory assets across 5 different custodial platforms. These platforms include LPL, Schwab, Fidelity, Pershing, & TD Ameritrade. Depending on our client’s situation, we can place them with the custodian that can better fit their needs.
The investment team is led by Peter Boockvar, an experienced investment professional who regularly appears on CNBC and various other news outlets. Peter manages a global macro and income fund and leads our investment committee in structuring portfolios and setting the firm's overall investment philosophy.
Supporting Peter is a team of 20 seasoned investment professionals –and together, they review investment selection, portfolio construction and engage with advisors on your behalf throughout the planning process, to ensure our solutions are tailored for each client’s financial situation and goals.
Peter Boockvar is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and not affiliated with LPL Financial.
* As of 12/31/21