Magellan Financial, Inc.
Asset & Wealth Management in Allentown, Pa
Our History Our Story
Founding and Early Days
1946-1985
In 1946, Tomas Bogert* joined CV Converse and Company, setting the stage for a legacy in the financial services industry. In 1952, Tom joined Warren York & Company as a stockbroker and equity analyst.
Transitions and Growth
1975-2009
Jeff Bogert* entered the scene in 1975, joining his father, Tom, at Warren York. In 1985, Jeff and Tom helped engineer the sale of Warren York to Legg Mason Wood Walker. The deal was closed on December 31st, 1985, with Tom retiring shortly after. Rob Cahill** joined Legg Mason in 1997 and started building the team with Jeff, eventually becoming Magellan Financial, Inc.
Modern Era
2009-Present
The company saw further expansion, with Jon Soden joining the team in 2006 and Rob and Jeff founding Magellan Financial, Inc. in 2009. Kaycee Cordon**, Jay Knight, Bob Sweeney, Cristy Church, Susan Schupp, and Cassandra Queen joined the Magellan family in subsequent years, contributing to the company’s thriving success and momentum.
Legacy and Leadership
Retired partners such as Jeff Bogert*, Carol Stehlin, and Ann Drescher have left a lasting impact, and their legacy continues to inspire the current team.
* Tomas Bogert was a partner at Warren York. Jeff Bogert, Carol Stehlin, and Ann Drescher are retired partners, while Jay Knight is a former Senior Account Administrator and Bob Sweeney is a former financial advisor at Magellan Financial, Inc.
** Rob Cahill is a current partner, Kaycee Cordon is a senior administrative manager, Cristy Church is an operations manager, and Susan Schupp and Cassandra Queen are senior wealth planners at Magellan Financial, Inc.
Key Company Statistics
Our financial professionals have supported multi-generational clients across the Lehigh Valley and beyond for decades, fostering a legacy of loyalty, community impact, and financial expertise.
15 Years+
$427 Mil+
30 Years+
3rd & 4th
100 Years+
$200,000+
At Magellan Financial, we value honesty and integrity above all else. We are enthusiastic, tenacious, and professional. We put the client first, and on our team, everyone matters and has a role.
Our focus goes beyond investment planning and hands-on wealth management. Each financial advisor on our team contributes to our ability to offer comprehensive financial services to those in Allentown, PA, Bethlehem, PA, the greater Lehigh Valley, PA, and customers nationwide.
With more than 120 years of combined experience, a collaborative environment, and an unbending focus on helping define and achieve our clients’ objectives, our team, each with unique skills and expertise, works daily to provide a different approach to wealth management.
Contact Magellan Financial
For More Information About The Many Types Of Clients We Are Proud To Serve, Contact Our Team Of Financial Advisors Today!