Meet Our Team

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!

Tracy Shackelford

Principal / Wealth Management Advisor

757-703-0050

tracy.shackelford@bleakley.com

Harold H. Philipsen, CFP®, MSFS, ChFC®, CLU®, RICP®, AEP®

Wealth Management Advisor

757-703-0040

harold.philipsen@bleakley.com

Robert Kohn, CFP®, RICP

LPL Registered Administrative Assistant, Investment Research and Planning Analyst

757-703-0060

rob.kohn@bleakley.com

Jessica A. Damon

Client Service Associate

757-703-0070

jessica.damon@bleakley.com

Elizabeth Martin

Client Services Associate

757-703-0030

elizabeth.martin@bleakley.com

Peter Boockvar

CHIEF INVESTMENT OFFICER

973-575-4180 x211

peter.boockvar@bleakleyadvisory.com

Stephen Kuhn

DIRECTOR OF INVESTMENT RESEARCH

973-575-4180 x288

steve.kuhn@bleakley.com

Joseph Geslao, CLU,® CHFC®

DIRECTOR OF FINANCIAL PLANNING and LPL REGISTERED ADMINISTRATIVE ASSOCIATE

973-575-4180 x271

Joseph.Geslao@Bleakley.com

Sjoerd Blankenstein

INVESTMENT RESEARCH & PLANNING ANALYST and LPL ADMINISTRATIVE ASSOCIATE

973-575-4180 x247

sjoerd.blankenstein@bleakley.com

Marlene Carpena

LIFE COACH

973-575-4180 x221

marlene@bleakley.com

Mello Shackelford-Philipsen

Chief People Pleaser

Specialized Investment Expertise

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 strategy and is a member of the investment committee. Peter serves as Chief Investment Officer of Bleakley Financial Group.

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 Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. Peter serves as Chief Investment Officer of Bleakley Financial Group.

* As of 12/31/21