BLEAKLEY FINANCIAL
Bleakley Financial ’ s CDO Kyle Wesley discusses digital transformation in a growing asset and wealth management company
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B leakley today has a team of some 43 advisors on its team , managing more than US $ 6bn in client assets . In 2015 , it decided to go independent and spin out from the umbrella of Northwestern , opting to provide advisory services through LPL Financial ’ s hybrid RIA platform for its custodial and brokerage services . Since then , Bleakley has doubled assets under management , attracting more than 15 new advisors since the beginning of 2018 alone .
Bleakley has expanded its footprint to a dozen offices nationwide , the latest at Dayton , Ohio . The headquarters , where most of its 80-plus staff work , remains at Fairfield , NJ and the sum the firm manages is between advisory , financial planning brokerage and 401 ( k ) retirement planning business , according to Kyle Wesley , who joined Bleakley ’ s leadership team early in 2016 and has been Chief Digital Officer ( CDO ) since May 2019 .
To an organisation like Bleakley Financial , financial technology or fintech is the key to not only to the reliable and smooth running of its operations , processes and communications , but also to its
MAY 2020