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 seven 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.
Jonathan Soden
Managing Partner
I am one of five founding partners of Magellan Financial.
After nearly a decade as a small business owner, I joined Legg Mason as a financial advisor in 2002. Owning a health club (Body Dynamics) was a great experience, but selling allowed me to follow my passion for personal finance and investing.
While still at Legg Mason I joined with my current partners in 2006. Working as a part of an advisory team allowed me to provide better advice to my clients without compromising the quality of service. As a part of that commitment to service and advice we opened Magellan Financial in December 2009.
In addition to working with my individual clients I am also responsible for overseeing our corporate retirement plans, the day-to-day decisions in actively managed accounts, as well as our outside marketing.
I truly believe we all need to make the world a better, more sustainable place. I give to a number of organizations, but my main focus has been:
- The Bethlehem Food Co-Op – I am member #4 and one of the original Board Members of what will be a locally owned full service grocery store that will eliminate a food desert and provides high quality food to an underserved community.
- Sustainability efforts at Moravian University – In 2007 I funded the Soden Trust for Sustainability and later helped seed a revolving loan fund (GreenHound Fund) that helps reduce the university’s environmental impact.
In my spare time I am a competitive runner and triathlete who has completed 30 marathons, 6 Ironman Triathlons, and more smaller races than I will ever admit to. Training and racing keep me healthy and as long as I’m healthy I will continue to race!
Rob Cahill
Partner
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. Prior to his financial services career, Rob held management positions with Circuit City and home improvement retailer, Grossmans, Inc.
Education
- 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
- Lehigh Valley Charter High School for the Arts
Rob and his wife, Sandy, live in Schnecksville with their two children, Devin and Alyssa.
Bob Sweeney
Financial Advisor
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.
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.
Bob earned a BS Degree in Marketing and 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 interests include SCUBA, hiking, golf, and four-wheeling.
Jay Knight
Associate Financial Advisor
Jay has worked in the financial services industry for the last fifteen 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 over10 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 Delaware Law School, and a BA in Criminal Justice 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 helped spearhead 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, camping and skiing. Jay, and his wife Kim, reside in Northern Berks County.
Cristy Joy Mette
Client Service Associate
Cristy joined Magellan in February 2022 with over 25 years of entrepreneurial and management experience. She successfully created and ran a leading fence company in the Lehigh Valley before exploring other passions which developed into the creation of the Joyful Self Wellness Community. She offers clients coaching services in business development, social media marketing and online personal development classes.
At her core, Cristy believes that listening with an empathetic intent is important in connecting with clients and our community. She brings this intent to Magellan as she works closely with clients, handles their daily transactions and looks forward to creating meaningful relationships.
Cristy and her fiancé Greg reside in Washington, NJ and are proud grandparents of one grandson and four granddaughters.
Education
- Allentown Business School, AS Business & Executive Secretarial Science
- Northampton Community College, AS Education
Community Involvement and Activities
- Creator of Joyful Self Wellness Community
- Vice President of PA Allentown/Reading Holistic Chamber of Commerce
- Cofacilitator, Lehigh Valley Women’s Empowerment Group
- Empathetic Co-Author, The Empath Effect: Powerful Stories of Love, Courage and Transformation
Kaycee Dorney
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 daughter Sage.
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