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The Blakeley Group, Inc.
  (408) 459-4911  info@theblakeleygroup.com

The Blakeley Group, Inc.
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Our Team

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Dick Blakeley

CEO / CCO

Dick founded The Blakeley Group in 2009. As the Chief  Executive and Compliance Office,  he is personally committed to offering a uniquely personal client service experience to individuals and their families based on the fiduciary standards of always putting the interest of the clients first .

Dick is dedicated to providing investment strategies that help clients integrate and meet their life and financial goals and priorities.  A skilled financial professional with 30 plus years of client service experience, he started as a stock broker at Payne Weber. In 1980 he moved to Smith Barney where he led an 18 member team, The Blakeley Group at Smith Barney, and developed the first West Coast Team in Corporate Services.  He left the firm in 2007 and became a founding member and President of Concert Wealth Management before starting The Blakeley Group two years later.

Dick grew up in New Mexico. He was a national merit scholar at New Mexico Institute of Mining and Technology and attended UNM focusing on math & music before joining the U.S. Marine Corp and attending the US Naval Academy.

Joining his brother living in California at the time, Dick moved to Santa Clara County in 1976. He appreciates the natural beauty of the state and feels fortunate to live in Silicon Valley, where fresh ideas, innovative technologies, and new opportunities thrive. At home Dick relaxes in the kitchen, and enjoys sharing his culinary skills with family and friends whenever the opportunity arises.  

 

 
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Anna Blakeley

CAO

As Chief Administrative Officer, Anna  manages office policies, and controls and coordinates administrative services including finance, payroll, personnel and employee relations, and facilities management. She is liaison to the CCO, and with the support of a professional consultant, implements internal policies and procedures according to regulatory compliance guidelines.  

Anna grew up in the Midwest and earned a BA from Mt. Mercy College in Cedar Rapids, IA.  Before becoming involved in financial services, she had a working background in the creative arts. As Art Director, promoted from Assistant, she oversaw the creative services department of WMT-TV in Cedar Rapids. She subsequently moved to Madison, Wisconsin, where she was an Art Director at Rayovac Corporation, and where she earned an MFA at the UW.  She came to Northern California in 1978, set up a studio, worked as an independent artist and taught art in publicly funded in-school programs and community art centers.

Anna took the opportunity to work with her husband, Dick, at the start of the formation of The Blakeley Group. She enjoys the challenge of keeping the office running smoothly which she sees as a necessary component to providing a consistent and excellent service experience for clients.

Outside the office, Anna has many interests. She considers herself a neophyte gym rat, a border-line movie buff, an occasional book-worm, and a part-time art enthusiast.
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Shaina Fender

Operations Specialist

Shaina joined the Blakeley Group as Administrative Assistant in 2017 and moved to Operations in 2020. As Operation Specialist, Shaina works closely with custodians in opening and updating client accounts. She assists clients with move-money and other day to day operational requests. She knows every client is unique and her goal is to see each client’s service expectations are met. She also develops operational procedures and is in charge of keeping the firm’s CRM database and calendar up-to-date. She works closely with the team and provides overall office support, helping to keep things on track and the firm running smoothly.

Shaina is a California native.  She was born in Fremont and grew up in the Central Valley. She lived in Florida during her middle and high school years. She moved back to the state in 2010, first to Orange County, and then to the Bay Area so she could attend the Art Institute of California. While working towards a degree in animation, Shaina enjoyed working in the Career Services Center as Administrative Assistant and Lead Tutor.  After graduating in 2016, Shaina was Team Lead at Young Art, providing support and training to team members and giving art lessons to children on a drop in basis.

Shaina also has done contracted animation work and currently works independently to create her own comic called “Rocket Lobster”. Shaina has been a hobbyist crafter since the age of four, crafting an array of things using techniques ranging from crochet to sculpting. Learning to sewing at the age of six she makes stuffed animals and costumes. Shaina also enjoys playing Dungeons & Dragons with her friends on weekends.
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Jack Perlmutter

Client Service Specialist

Jack’s role includes a range of duties from client-facing interaction to firm operations, serving existing clients and helping to onboard new clients. He supports the Wealth Advisor preparing meeting agendas and reports.  He attends client meetings, and implements meeting take-aways.   Jack establishes new accounts and executes transfers, deposits, withdrawals, and responds to day-to-day client inquiries.

Jack is a Bay Area native.  He comes to The Blakeley Group with a background in personal services, customer support, and finance education. 

Jack has always had a great interest in sports and early on envisioned himself playing sports professionally or being involved in sports related physical therapy in a client related setting.   He excelled at athletics in high school and college.  He was a volunteer at the VA Hospital in the Department of Physical Rehabilitation and Occupational Rehabilitation and an intern at Restor Physical Therapy throughout High School.

Jack went on to attend Sacred Heart University in Fairfield, Connecticut. His freshman-year roommates were both finance majors and, after a semester of helping them with homework, Jack realized he found financial studies far more interesting than his physical therapy classes.

After switching majors, Jack’s introduction to the financial business came in the form of an Accounting/Finance internship at Controlica Corporation. He was assigned to help The Shanti Project; a large non-profit located in San Francisco that provides medical and counseling services. There, he spent the summer working under the CFO and the Head of Accounting to help prepare The Shanti Project for an impending audit.

Jack went on to graduate from Sacred Heart University with a Bachelor of Science in Finance. During his time on campus, he was a phone bank rep for the Sacred Heart Alumni Association, an Executive Board member for Delta Tau Delta, and an intramural football champion.

Jack is now back in the Bay Area and spends his time travelling, hiking with his dog, relaxing with friends, and skiing whenever it snows in Tahoe.

 

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  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com

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