BERGEN POINT WEALTH MANAGEMENT - Key Persons

Brian Haughney

Job Titles:
  • Client Relationship Manager
  • Financial Markets Executive
Brian is a Client Relationship Manager with over 30 years experience. Brian has held several senior roles at investment banks including Deutsche Bank, Santander Bank, and Dresdner Bank. Brian has extensive experience having worked with large institutions as well as private investors. In his career Brian has been an integral part of creating transactions with over $5Bn in value. Brian's goal at Bergen Point is to leverage his years of experience to facilitate positive client experiences. Brian lives in Verona, NJ with his wife and four children. Brian is an avid sports fan who has coached football, basketball and baseball at the youth level in Verona. Brian is also active in his parish, Our Lady of the Lake in Verona where he has taught CCD and has been on the parish financial counsel for over 10 years. Brian is an accomplished financial markets executive with over 30 years experience and a successful track record of creating sustainable long-term portfolio value in equity and debt capital markets. Brian has held several senior...

Craig Zaleck - Founder

Job Titles:
  • Co - Founder
  • Founder
  • Registered Representative
Craig is the co-founder of Bergen Point Wealth Management and has over 20 years of experience in the financial services industry. Before starting his independent firm, Craig worked at large institutions including Merrill Lynch and Goldman Sachs and obtained his CPA designation. Today, he uses this past experience to collaborate with individuals and families to help them pursue their financial goals. He works on comprehensive financial plans and plans focused on a specific need or area, which may include retirement, estate, and college planning. He also provides tax planning analysis, and life insurance suitability needs. Craig enjoys working with his clients every day and helping them understand the various areas of financial planning. He works with them to develop paths in line with their financial goals and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, which means that he holds himself to a high standard of ethics and transparency. Craig also has a BS in Accounting and is a Certified Public Account (CPA). Craig lives in Chatham, NJ with his wife and three children. When not in the office, he can be found coaching and spectating his children's athletic teams. He is also the past President of the Chatham Softball Club, which is a non-profit organization that is responsible for fielding the town's recreation and travel programs.