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 longtime 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.
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.
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.
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.
Zhao “Joseph” Yang originally interned at the firm while he completed his finance education at the Fordham University Gabelli School of Business, graduating with honors and a high ranking on the University Dean’s list. Using the tools, he mastered in college, Joseph demonstrated valuable deal making and business development skills over the next year. In recognition of his energy and business acumen, management offered Joseph a full-time position in the Investment Banking Division of Buckman, Buckman & Reid. Seeking broader scope, greater management responsibility, and overall impact, he immediately negotiated and structured an equity investment in the firm under the EB5 non-regional-center program—the nation’s first EB5 Direct Investment into a financial institution. Upon receiving approval from the Federal Government and FINRA regulators, Joseph expanded his influence by becoming a minority shareholder in January 2013. His Jesuit education, combined with his Asian background, brings a unique vision to the firm. During his tenure at Buckman, Buckman & Reid, Joseph has focused on the VR/AR, consumer technology, and financial technology sectors. Outside of work, Joseph serves as Executive Director and Treasurer of UA3, a non-profit organization that provides underprivileged children with access to technology and equal education.