About Bleakley
East Bay
We’ll introduce ourselves in a moment…
Let’s talk about you first.
Reflect for a moment on the journey that brought you here.
Life, family, career—early mornings, late nights—each day a testament to your dedication.
It was NOT always easy.
But through it all… you worked, saved, provided for loved ones, and invested the difference wisely.
You’ve got a LOT to be proud of.
Yet, as retirement approaches…feelings are mixed.
It’s okay not to have all the answers. But the truth is…
you’d rather think about something else.
You’re looking for a partner who can help you…
Our mission is to help you plan for a retirement that is as rewarding as the journey that brought you here.
That’s what Bleakley East Bay is all about.
Live Well. Retire Better.
Step 1: Book a 20-minute Call
“Hi, We’re Lyle and Andrew Rosman”
Two straight-talking brothers from Long Island with a passion for investing that dates back to childhood.
Meet the Entire Team
While we craft your strategy one-on-one, our full-service group of professionals backs it up
Peter Boockvar
Chief Investment Officer
Marlene Carpena
Life Coach
Joseph Geslao, CLU®, ChFC®
Director of Financial Planning, LPL Registered Administrative Associate
Stephen Kuhn
Director of Investment Research
Stephanie Lester
Director of Institutional Retirement Administrative Services
Jaime Ploscowe
Client Service Manager
What Our Clients Say
“They know what I need. They visit me at home, openly discuss my goals, my hopes for retirement, and even invite my family into the discussion. I have full faith that when it’s time for me to retire, I’ll have what I need and be comfortable.”
BEB CLIENT
This statement is a testimonial by a client of the financial professional as of 03/20/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future
“They always give me — or get me — the answers to any and every question I have. They’re really easy to talk to, and explain things in simple ways that are easy to understand.”
BEB CLIENT
This statement is a testimonial by a client of the financial professional as of 03/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future
“Everyone at Bleakley East Bay is easy to talk to… I’m getting the truth from those guys and there’s no reason they would hold back. And it seems like they’re doing it for our sake, not their own.”
BEB CLIENT
This statement is a testimonial by a client of the financial professional as of 03/19/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future
“They have the client’s interest at heart, the financial health of their client. They worked to build this company to be able to do that.”
BEB CLIENT
This statement is a testimonial by a client of the financial professional as of 03/19/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future
“They want to know what you want. How you want to live, and what you want to do. They want you to have a good life. They give me the confidence to be able to do that.”
BEB CLIENT
This statement is a testimonial by a client of the financial professional as of 03/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future
“Lyle is a wonderful communicator. He has a unique ability to turn a complex problem into something visual, and explain it in a language that I can understand. Drew is very detailed and is a master at navigating complex stuff like the tax code or estate planning. And they complement each other wonderfully.”
BEB CLIENT
This statement is a testimonial by a client of the financial professional as of 03/20/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future
Live Well. Retire Better.
Step 1: Book a 20-minute Call With Lyle and Drew
Not Ready for A Call Yet? No Worries!
Snag our free “Destination Retirement” guide: Lower your cost of living and retire better*
*Hint: it’s not just warm weather drawing Long Islanders down south
