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 Bleakley Financial Group 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.

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 Alliance Bernstein 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 Bleakley Financial Group, LLC, a registered investment adviser and not affiliated with LPL Financial.

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.

Marissa joined Lyle’s team as a Senior Client Service Associate
in 2022 and has been in the financial services industry since
2016. She is dedicated to providing clients with the utmost
client service experience. Prior to joining Bleakley, Marissa
played an integral role at a financial firm servicing their
NJ/NY territory.
Marissa earned a Bachelor of Science in Business
Administration with a concentration in Marketing from
Montclair State University, graduating cum laude.
During her free time, Marissa enjoys yoga, running and
spending time with her family and friends.

Rachel joined the team in 2023 as a Practice Manager and brings with her a passion for client service. She has been supporting executives for more than a decade and strives to provide an exceptional experience for everyone she works with.

Rachel is a proud graduate of the University of Delaware and holds a bachelor’s degree in Business Administration.

When she’s not out walking her two very energetic Jack Russell Terriers, she loves to spend time with her family traveling, checking out new restaurants, or at the latest movie.