Gabor A. Nagy, CFP®, CLU®, ChFC®, CAP®
For over 20 years as an independent advisor, Gabor has been helping his clients to focus on living their lives rather than worrying about their finances. Driven by his passion for helping people, he is dedicated to educating and coaching his clients as they make important financial & ‘life’ decisions throughout their lifetime.
As a result of his experience in both the insurance and investment arenas, Gabor’s approach to planning is both truly holistic and unique. His objective is to create a balanced plan that works under a myriad of circumstances, not just when the markets are up. This approach has proven to be invaluable for his clients over the years, especially during the tech bubble of 2000 and the financial crisis of 2008.
Gabor’s philosophy in life is that we are here to serve others and make the world a better place. Introducing creative charitable planning strategies to his clients has enabled them to give more to the charities and causes that are most dear to them, while still providing for their retirement and their children.
Gabor is a member of the Philanthropic Planning Group of Greater New York (PPGGNY); the Community Foundation of New Jersey’s Legal, Wealth, and Tax Advisory Committee; and a founding member of the GIVE™ Alliance. He holds the CLU®, ChFC®, and CAP® (Chartered Advisor in Philanthropy®) designations from The American College and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2000. He holds FINRA Series 6, 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network® as well as insurance licenses in life, health, and property & casualty.
Gabor is active in the community and supports several charities, including the MS Society & Purple Strides. In his spare time, he enjoys skiing, hiking, tennis, listening to music, and riding his motorcycle. He is fluent in German and has close ties to family and friends in Austria and Hungary (and in case you’re wondering, Gabor is the Hungarian equivalent of Gabriel).
Chief Investment Officer
Rob learned about investing at a young age through his dad, who would read the Wall Street Journal each morning and call in trades from a pay phone during his coffee breaks. Rob would soon learn the power of investing as he watched his father slowly build a retirement nest egg from a modest carpenter’s salary. These early influences and his interest in economics ultimately led Rob to a career on Wall Street, and today, his passion is educating people on how to sort through the complexity of Wall Street and have the best odds of investment success.
Rob began his career as an investment advisor with Lehman Brothers in 1990. He then joined Citigroup, where he devoted the next 20 years developing businesses across Citi’s consumer and institutional banking units, including Citi’s Public Sector Group, a business that provides financial advice and solutions to federal and local governments around the world. During this time, he developed a deep understanding of the financial services industry and how some of the largest and most sophisticated institutions invest. In 2014, he joined Mendham Wealth Partners, where he brings his institutional experience to individuals, with the objective of helping them to invest with the same level of sophistication as endowments and sovereign wealth funds without unnecessary costs and complexity. Rob holds an MBA in international finance from St. John’s University and a BS in economics from Queens College. He also holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.
Rob lives near Seattle with his wife and two children. He loves the outdoors, and when he’s not combing through academic papers, you will find him camping, backpacking, skiing, or otherwise exploring the Pacific Northwest with his family.
Jessica has been supporting Gabor in her role as an executive assistant since 2005. Prior to joining MWP, she spent four years in the financial services industry, starting as an administrative assistant and then quickly moving up to office manager.
The central focus for Jessica is performing administrative duties for executive management, such as client relations and engagement. She acts as an intermediary for clients of the firm and ensures the strategies designed for each client are accurately implemented. Jessica understands that the financial world is vast and can be confusing for many. She takes pride and care in helping clients navigate their way through a well-laid-out financial strategy and is committed to delivering an exceptional client experience, while developing long-term client relationships.
Jessica shares the beliefs in MWP’s philosophy of a holistic approach to planning, which begins with establishing a solid foundation and continues to work through obstacles that may arise. As a team, we act as one mind when helping clients prepare and execute an effective financial plan.
Jessica enjoys giving back to the community through various volunteer works. Jessica also enjoys nature in all of its forms with her family of five. Her hope is to help clients enjoy their life’s passion while having control over their health and wealth.