Stephen Kuhn has been a portfolio strategist for Bleakley, Schwartz, Cooney & Finney since October of 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 has also worked as a financial advisor with Northwestern Mutual Financial Network. Steve holds a B.S. in Economics and a B.S. in Finance from West Chester University, and NASD licenses Series 7 & 63. 

Joseph P. Geslao, CLU, ChFC has been an estate, retirement and education specialist for Bleakley, Schwartz, Cooney & Finney since March of 2000.  Prior to joining the firm he spent 4 years with Prudential Insurance Company as a consultant working with top-producing agents in case development.  Prior to that, he spent time with New York Life and Prudential as a planner and mentor working with the field force in developing financial plans for clients. Joe holds a B.A. in Accounting from Widener University, an M.B.A in Finance from Fairleigh Dickinson University, NASD licenses Series 7 & 66, and Life, Accident, & Health Producer license. 

Christopher Bukowczyk joined Bleakley, Schwartz, Cooney & Finney in the March of 2003.  Prior to joining the firm, he worked strengthening client relationships and accumulating assets under management as a financial advisor for Morgan Stanley. His past experience also includes investment research, analysis, and tactical asset allocation at Bloomberg L.P. Christopher holds a B.S. in Finance from Montclair State University, NASD licenses Series 7, 66, & 31, and Life & Health Producer license. 

Brett A. Parisi joined Bleakley, Schwartz, Cooney & Finney in May of 2006. A graduate of Susquehanna University, he worked as a junior financial analyst for Northwestern Mutual analyzing and managing assets.  Brett holds a B.S.in Finance and NASD license Series 7. 

Kevoi L. Walters joined Bleakley, Schwartz, Cooney & Finney in June 2009. As an undergraduate at Caldwell College, he spent a year interning as a junior financial analyst for Northwestern Mutual analyzing assets and implementing Investment Policy Statements. Kevoi holds a B.A. in Mathematics from Caldwell College with a minor concentration in Economics, and NASD licenses Series 7 & 63. 

Luis Sartorio joined Bleakley, Schwartz, Cooney & Finney in May 2010. A graduate of Caldwell College, he interned as a junior financial analyst and assets manager for Northwestern Mutual. Luis holds a B.S. in Financial Economics and an M.B.A, also from Caldwell College.

Andy holds a B.S. in Accounting from St. Peters College, and an M.B.A in Finance from Fairleigh Dickinson University.  He holds NASD Licenses Series 7 and 63. Andy has been a part of Jack’s  team since 2004. He coordinates portfolio reviews, and services day-to-day client investment questions, orders, and requests. 

Katia holds a B.A. in Finance and International Business, and a Masters in International and Economic relations, as well as her Series 7 and 63 licenses.  Katia oversees the daily investment operations, including maintenace of existing accounts, new account processing, account transfers, and trading.  Katia joined Jack's team in 2006.

Dana holds a B.A. in Justice Studies & Psychology from Montclair State University, and attended the American School of Business for her NJ State Life & Health Insurance License.  Dana communicates with clients about service needs and appointments, sends correspondence, compiles portfolios for client reviews, and provides office support.  Dana has been with the firm since 2007, and on Jack's team since 2009. 

Carol provides assistance to clients with the underwriting process of new insurance, and assists clients with service issues for their in-force insurance. Carol holds a B.A. from Caldwell College, and has been with the firm since 1995.

Cristin maintains client records and provides marketing and client relations support. Cristin holds a B.A. in Health Care Administration from Stonehill College, and a Master of Education in Health Promotion. Cristin joined Jack's team in 2010.