Our Shareholders
H. John "Jack" Buckman
Jack began his Wall Street career in 1969 at Tucker Anthony & R. L Day. He worked there until 1987, leaving the firm as Managing Director of Operations. Immediately upon leaving Tucker Anthony, he joined his long time friend, John Reid, and began the formation of Castle Financial Services, a prior name of BB&R. Created in 1989, BB&R began in a small office with three employees. Twenty five years later, we have grown to three offices with over 70 employees and $750,000,000 in client assets. He is a two time past President of the Tinton Falls Rotary Club and presently is the President of the Board or Directors of Aslan Youth Ministries. Jack graduated from St. Francis University, Loretto, PA with a BA in Management in 1967. Jack currently holds FINRA (NASD) Licenses: series 4, 7, 24, 27, 53, 63, 79 & 99.
H. John "Chip" Buckman Jr.
With over 20 years experience in the financial services sector, Chip now plays an integral role on the management team of BB&R. During his tenure, Chip has been at the forefront of building BB&R from 20 employees to over 70 registered representatives with three branch offices. He has been instrumental in building the firm's Wealth Management business and in 2004 created the Buckman Advisory Group LLC. Currently Buckman Advisory Group LLC. manages over $300 million in client assets. Chip graduated from Saint Francis University, Loretto, PA with a BS Degree in Business Management. He currently holds the following FINRA (NASD) Licenses: series 4, 7, 24, 63, 66, 79 & 99 and is licensed for Life & Health Insurance.
Thomas P. Buckman
Tom began his career in 1991 with ADP Proxy Services, a division of ADP Brokerage Services. Tom worked there until 1994 when he then embarked on his Wall Street career with Gruntal & Co. He worked in the compliance department and conducted firm audits as well as branch office audits. Tom began his career with BB&R in 1997. He has been instrumental in building & running the equity trading department with a desk of 19 sales traders. Tom graduated from St. Francis University, Loretto, PA with a BS in Accounting. He currently holds FINRA Licenses: series 7, 24, 55, 79 & 99.
Wallace Giakas
Mr. Giakas has been involved in the securities and banking industry since 1980. He has worked at E.F. Hutton and various other firms where he served in a variety of positions that include branch manager, national sales manager, as well as other corporate finance and banking positions. Mr. Giakas currently is a principal and equity owner of BB&R. He also serves on the boards of Greenstates Energy, Inc., and Collabrium Capital, a UK based GEM private equity fund. Mr. Giakas is a graduate of Kean University and holds the honor of being a United States Marine Corp veteran. He currently holds FINRA (NASD) Licenses: series 7 & 24.
Peter Lau
Mr. Lau brings over 30 years experience providing financial advisory services, including investment banking and mergers & acquisitions for multi-national companies. Previously, he was Senior Managing Director of Corporate Finance for American Frontier and Managing Director of Corporate Finance at Ridgewood Capital, a venture capital firm. Early in his career, he also worked for a number of multi-national companies. Mr. Lau is the Chairman of the NY Asian Republican Leadership Council and a Director on the Finance committee of NY State Republican Party. Peter is a CPA and holds FINRA (NASD) Licenses: series 7, 63 & 79.
Zhao "Joseph" Yang
Buckman, Buckman & Reid accepted Joseph into the firm in the summer of 2012 after observing and admiring his skills in the summer of 2011 as an intern. His Jesuit education combined with an Asian culture creates a unique vision for enhancing the capital market financing activity within the firm. His background and integrity fit well with the established management team. Joseph is an Alma Mater of the Fordham University's Gabelli School of Business where he graduated with honors, being consistently on the Dean's List. While attending the University, Joseph worked as a translator for a large American real estate developer. He also assisted professors in the Math Department on multiple tasks. He currently holds the following FINRA (NASD) License: series 7.