Magellan Financial, Inc. is committed to a team environment. Our focus doesn’t end with Investment Planning or hands-on wealth management. Each financial advisor on our team contributes to our ability to offer comprehensive financial services to those in Allentown, PA, as well as Bethlehem, PA, the greater Lehigh Valley, PA, and customers nationwide. With more than 100 years of combined experience, a collaborative environment and an unbending focus on defining and achieving our clients’ objectives, the eight members of our team work every day to provide a different approach to wealth management. Read the bios below in order to get to know each financial advisor on our team.
Jeffrey T. Bogert
A Lehigh Valley-native, Jeff comes from a family involved in the investment industry since 1946. In 1975, he joined his father, Tom Bogert, as a partner in the locally owned investment firm, Warren W York & Co. Inc. The firm’s indelible mark on the community — helping provide the financing for many of the local schools, hospitals, cities, counties, and sewer and water authorities for more than three decades from the 1960s through the 1980s — continues to form Jeff’s investment philosophy today. With every decision and relationship, Jeff seeks to preserve principal while providing consistent cash flow and income.When Warren W York & Co. was sold to Legg Mason in 1986, Jeff’s continued dedication to outstanding service and investment management was repeatedly recognized throughout his time with the firm. Looking to further enhance his client service model, Jeff formed an investment team in 1997 within Legg Mason, which he expanded during the merger with Smith Barney. In 2009, Jeff moved Magellan Financial to Wells Fargo Advisors Financial Network, where it is today.
- Graduate of Parkland High School
- Babson College, BS in business administration
- Lehigh University, MBA
- Served as a Navy officer on a research ship in the South Pacific
- Community Involvement and Activities
While Jeff’s financial career has focused on supporting the community and its residents, so too has he dedicated his personal life to community-focused endeavors. Jeff has dedicated hundreds of hours to community service through his affiliations with numerous boards and investment committees, including:
- East Penn Jaycees
- Sales and Marketing Executives of the Lehigh Valley
- Arthritis and Rheumatism Society of the Lehigh Valley
- Minsi Trails Council of the Boy Scouts of America
- United Way of The Lehigh Valley
- Wildlands Conservancy
- Lehigh Valley Hospital
- Sacred Heart Hospital Foundation
- The First Presbyterian Church of Allentown
Jeff and his wife, Nancy, a retired CPA, reside in Coplay. They are the proud parents of Sandra Cahill and Pam Stauffer, and have three grandchildren: Mason, Devin and Alyssa.
Robert I. Cahill, CFP®
Rob helps manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Additionally, he supports Magellan Financial, Inc.’s day-to-day business operations and is committed to building meaningful relationships with our clients. Through a long-term investment approach, Rob and our team strive to provide world-class investment-advisory services with a strong emphasis on risk management strategies and personal contact.Prior to co-founding Magellan Financial in December 2009, Rob worked with Legg Mason and Smith Barney for 12 years. During his experience with both companies, Rob’s superior work was repeatedly recognized, including being named one of the top financial advisors within Legg Mason. Prior to his financial services career, Rob held management positions with Circuit City and home improvement retailer, Grossmans, Inc.
- Babson College, BS in marketing/communications and minors in finance and information technology
- CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning
Community Involvement and Activities
Active in the local community, Rob participates in many civic and community organizations, including:
- The United Way of the Lehigh Valley
- West Allentown Rotary
- First Presbyterian Church of Allentown
Rob and his wife, Sandy, live in Schecksville with their two children, Devin and Alyssa.
Like the entire Magellan Financial team, Jonathan’s involvement in finance is personal and passionate. He has been actively investing since college, when he served as a member of the Amhrein Investment Club beginning in 1989. After nearly a decade as a small business owner, Jonathan’s financial services career began when he joined Legg Mason as a financial advisor in 2002, soon after selling his company.Jonathan began working with Jeff, Rob, and Carol in 2006. In addition to supporting individual clients, he is responsible for overseeing our corporate retirement plans and the day-to-day decisions in actively managed account.
- Moravian College, BA in political science, Cum Laude with Honors.
- The New School for Social Research in New York City, political economic development
Community Involvement and Activities
Active in the local community, Jon participates in many civic and community organizations, including:
- Board Member of the Bethlehem Food Co-Op
- Sustainability efforts at Moravian College
- Competitive marathoner and triathlete
- Four-time Ironman Triathlon finisher
Jonathan and his wife, Teresa, live in Bethlehem Township.
Partner & Registered Associate
Carol supports Magellan as office manager, she works closely with existing clients handling daily transaction requests and assisting new clients as they transition to Magellan. Carol also works closely with clients assisting in the establishment and maintenance of education savings accounts and 529 plans.Prior to joining the team in 2002 Carol held various positions in education and business in addition to raising two daughters.
- Series 7 and 63 security registrations
Carol resides in Bethlehem with her husband Michael.
Bob joined Magellan in April 2014 with over 20 years in the financial services industry. His earliest experience was as a broker at a boutique bond house by the Philadelphia Stock Exchange, where he focused on tax-free bonds. From there, he moved to Legg Mason, where he soon discovered that his real passion was in researching and trading equities.
The research philosophy Bob follows is to never trust just one tool. He is adept at reading and interpreting corporate reports and financial industry publications as well as numerous point and figure charts, candlestick charts, and other analytical devices. Additionally, Bob thinks long-term and big-picture before recommending any investment ideas to his clients.
Previously, Bob worked in a Consumer Products Division of Johnson and Johnson, servicing the Pennsylvania and Maryland markets. While at Johnson and Johnson, he was awarded the company’s prestigious Ring Club Membership for being #1 in sales throughout the country.
Bob earned a BS Degree in Marketing\Accounting from Penn State University. Originally from Montgomery County, Bob resides in the Lehigh Valley area and enjoys spending time with his two daughters. Bob’s other interest include SCUBA, hiking, golf, and four-wheeling.
Financial Advisor Associate
Jay has worked in the financial services industry for the last twelve years, originally starting with Legg Mason in 2005. He is pleased to have joined Magellan in 2013, after having first worked alongside the core group during his time at Legg Mason. Jay’s approach is to offer tailored solutions to both business owners and individuals who wish to develop and implement a long-term strategy for reaching their financial goals.Prior to entering the financial services field Jay practiced law for 10 years, with a focus on business law. Additionally, he served as associate counsel for a company headquartered in the Greater Lehigh Valley. He is no longer practicing law, instead he enjoys the personal relationships he has with his financial clients. A meticulous planner, Jay stands ready to discuss and assess the multifaceted issues involving your personal situation so that you may obtain guidance from the appropriate professionals.
Jay earned his JD from Widener University School of Law School, and a BA in Criminal Justice/Business Administration from Alvernia University. He enjoys being involved in his community and regularly volunteers for numerous area events. True to his roots, Jay worked with a local Our Town Foundation to promote tourism in Berks County, Pennsylvania. Jay also spearheads a Hunger Awareness Campaign and is active in the Alvernia College Alumni Association.
When he is not working Jay enjoys a variety of outdoor hobbies, especially hiking and skiing.
Jay, his wife Kim, and their two sons reside in Northern Berks County.
Client Service Associate
Kaycee supports Magellan as client service associate. She works closely with existing clients handling daily transaction requests and assisting new clients as they transition to Magellan. Kaycee’s attention to detail and can-do attitude are only surpassed by her dedication to Magellan and sincere interest in the well-being of our clients. She is typically the first person you will talk with when calling the office and the first person you will see when you visit, a role she thoroughly enjoys.Prior to joining the team in 2013, Kaycee held positions in customer service and retail management.
She resides in Macungie with her husband Chad & daughter Sage.