About Us
Robert Gregov,CFA,CFP®
President/Founder
Robert has over 20 years of experience in the financial services
industry. Prior to starting the firm in 2004, Robert was Vice
President of Advisory Solutions at Albridge Solutions, with
responsibility for the firm's managed account platform and RIA
Solutions product lines. Previously, Rob was a fund manager for
the UIT division at Merrill Lynch responsible for the portfolio
accounting, performance reporting, and portfolio administration
for over 1,100 international and domestic closed end mutual funds
containing over $5 billion in assets. Later, he was one of ten
professionals selected to pioneer Merrill Lynch Investment
Managers’ Six Sigma initiative, where Robert streamlined MLIM’
s hedge fund cost structure. He began his career within the
banking industry where he worked as a Client Services
Representative at Wachovia.
Robert holds a B.S. degree in Business Administration from The
College of New Jersey and an MBA degree from Rutgers
University. He is a Chartered Financial Analyst and a Certified
Financial Planner. Robert is also a member of The New York
Society of Security Analysts, The New Jersey Society of
Security Analysts, The Financial Planning Association, CFA
Institute and The American Management Association (AMA).
Robert Gregov,CFA,CFP®
President/Founder
Robert has over 20 years of experience in the financial services
industry. Prior to starting the firm in 2004, Robert was Vice
President of Advisory Solutions at Albridge Solutions, with
responsibility for the firm's managed account platform and RIA
Solutions product lines. Previously, Rob was a fund manager for
the UIT division at Merrill Lynch responsible for the portfolio
accounting, performance reporting, and portfolio administration
for over 1,100 international and domestic closed end mutual funds
containing over $5 billion in assets. Later, he was one of ten
professionals selected to pioneer Merrill Lynch Investment
Managers’ Six Sigma initiative, where Robert streamlined MLIM’
s hedge fund cost structure. He began his career within the
banking industry where he worked as a Client Services
Representative at Wachovia.
Robert holds a B.S. degree in Business Administration from The
College of New Jersey and an MBA degree from Rutgers
University. He is a Chartered Financial Analyst and a Certified
Financial Planner. Robert is also a member of The New York
Society of Security Analysts, The New Jersey Society of
Security Analysts, The Financial Planning Association, CFA
Institute and The American Management Association (AMA).
Financial Partners
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| P.O. Box 658 Princeton Junction, NJ 08550 - (P) 609 575 6762 - (F) 609 799 7056 - (E) info@rochepartners.com |