Stephen Kuhn has served as the Director of Investment Research for Bleakley Financial Group since 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 also worked as a financial advisor for Northwestern Mutual. Steve holds a Bachelor of Science in Economics and a Bachelor of Science in Finance from West Chester University.

Stephen Kuhn is solely an investment advisor representative of Private Advisor Group, DBA Bleakley Financial Group and no affiliated with LPL Financial.

Monica has been in the financial services industry since 2011. She is responsible for assisting financial advisors in financial planning and investments services, as well as client relationship management.

Monica graduated from Montclair State University with a BS in Business and most recently, attained her CFP® through the NYU School of Professional Studies in order to further her passion for holistic planning. She currently holds her Series 7 through LPL Financial, Series 66 through Private Advisor Group & LPL Financial and has her Life & Health Insurance license.

Monica lives in Clifton with her husband Jose and their 3 children: Lianna, Julian, and Michaela. When she is not on the soccer field with her children, she enjoys volunteering and cooking.

Alex recently was an advisor in the Retirement Benefits Group at Equitable serving mostly individuals in public education and non-profit. Alex has his degree in Finance from The University of Bridgeport and was a Pitcher on the Men’s baseball team. He currently holds his Series 7 through LPL Financial, Series 66 through Private Advisor Group & LPL Financial and has his Life & Health Insurance license.

More recently he sat for the Level 1 CFA examination. In his free time you can find Alex on the golf course or rooting for the Yankees, Miami Dolphins or Chelsea FC.

Sjoerd joined Bleakley as an intern in March 2016 and currently serves as a research and investment analyst. He is responsible for investment research, portfolio analyses, investment proposals, trades, and retirement analyses.

Sjoerd holds a Bachelor of Science in Financial Economics and a minor in Mathematics from Caldwell University.