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Skyler Schlesinger
Senior Planning and Investment Analyst For Andy Schwartz at Bleakley Financial Group, LLC
About
Skyler Schlesinger is a Senior Planning and Investment Analyst for Andy Schwartz at Bleakley Financial Group, LLC, based in New York, NY. In this role, he provides comprehensive investment research, portfolio analysis, and strategic recommendations to support high-net-worth clients and financial advisors. His expertise spans asset allocation, fund analysis, and retirement planning, with a focus on equities, fixed income, and alternative investments.
Skyler specializes in analyzing a broad range of asset classes, including domestic and international equities, fixed income securities, and alternative investment strategies. He is responsible for evaluating investment opportunities, conducting due diligence on funds, and assisting in the development of customized portfolio solutions tailored to clients’ unique financial goals and risk profiles.
Prior to joining Bleakley Financial Group, Skyler served as a Financial Advisor and Financial Representative at Northwestern Mutual, where he gained experience in wealth management and financial planning. He holds a Bachelor of Science in Business Administration with a concentration in Finance from High Point University. Skyler’s analytical rigor and commitment to client service have contributed to the success of the advisory team at Bleakley Financial Group.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| OnePointBFG Wealth Partners | Senior Planning and Investment Analyst For Andy Schwartz | Mar 2019 to Present | -Senior Planning & Investment Analyst for Andy Schwartz High Net Worth Financial Planning. Investment Research & Solutions. Provide Portfolio Analysis & Recommendations. Tax Efficient Portfolio Constr... |
| Northwestern Mutual | Financial Advisor | Nov 2018 to Mar 2019 | — |
| Northwestern Mutual | Financial Representative | Sep 2018 to Nov 2018 | — |
| Northwestern Mutual | Financial Representative Intern | Mar 2017 to Sep 2018 | - Participating in training, development and coaching to learn about how to approach financial planning - Develop my own client base - Create personal planning analyses to help clients understand how ... |
| Morgan Stanley | Summer Intern | Jun 2016 to Mar 2017 | - Gain industry and organizational knowledge through daily business interactions and job assignments - Develop business, financial and analytical skills needed for career in global wealth management a... |
| Acadaca | QA Intern | Jul 2016 to Aug 2016 | - Assist Project Managers to develop test scenarios and test cases based on use cases and functionality requirements - Work with quality assurance team to execute daily cross browser and device testin... |
| Maplewood Country Club | Caddie | Jan 2009 to Jan 2014 | - I added exceptional caddy services to Maplewood Country Club. - I helped players make important and critical decisions on the golf course that helped them shoot the lowest score possible and overall... |
Education
High Point University
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
2014 — 2018
IMG Academy
High School
2012 — 2014
Others at Bleakley Financial Group, LLC (12)
| Name | Role | Location |
|---|---|---|
 | Investment Research and Planning Analyst | Chatham, NJ , United States |
 | Partner | Fairfield, NJ , United States |
K Kevoi Walters | Senior Investment Research and Planning Analyst | Lincoln Park, NJ , United States |
M Michael Axelrod | Managing Partner | NJ , United States |
 | Partner | Miami, FL , United States |
 | Partner | Franklin Lakes, NJ , United States |
 | Senior Planning and Investment Analyst | New York, NY , United States |
 | Senior Investment Research and Planning Analyst | New York, NY , United States |
 | Chief Investment Officer | New York, NY , United States |
 | Partner | Parsippany-Troy Hills, NJ , United States |
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 | Partner | Circle Wealth Management, LLC | NJ , United States |
 | Managing Partner | Circle Wealth Management, LLC | New York, NY , United States |
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K Ken Rubin | Vice President-Investments | Hennion & Walsh Asset Management, Inc. | Delray Beach, FL , United States |
