Robert Szigeti, CIMA in

Robert Szigeti, CIMA

Login to view DISC.
President, Managing Partner at SG Wealth Management, LLC
📍 Princeton, New Jersey, United States

Robert is the President and Managing Partner at SG Wealth Management, with extensive experience in the financial services industry. A Certified Investment Management Analyst from the Wharton School, he has a history of managing significant portfolios at major firms like UBS Financial Services and Citigroup, specializing in services for high-net-worth clients.

Read the full overview →
Experience
36 Years
Current Role
President, Managing Partner
Location
Princeton, New Jersey, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Robert cares about

Holistic Wealth Management
His career focus is developing customized, long-term strategies in asset management, retirement, and portfolio management for affluent clients.
Legacy & Estate Planning
Frequently shares content on the importance of having a robust estate strategy and the steps required to calculate an estate's value.
+5 more topics Login to view topics
Career

Work history

1-2015
President, Managing Partner
SG Wealth Management, LLC
2010 - 1-2015
Partner, Independent Advisor
LEXCO Wealth Management, Inc.
2008 - 2009
Director Business Development
Vardon Capital Management
2004 - 2007
Vice President - Investments
UBS Financial Services
1997 - 2004
HNW Advisor / Controller Salomon Brothers Asset Management
Citigroup
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2004 - 2005
Certified Investment Management Analyst
The Wharton School
MBA
Fairleigh Dickinson University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Amy Pinelli
Amy Pinelli
Vice President
Medlive - A PlatformQ Health Brand
 Andrew Castillo
Andrew Castillo
Language Solutions Consultant
BURG Translations, Inc.
 Andy Coppolo
Andy Coppolo
Director, New Business Development, Biopharma Services
Cencora
 David Liberati
David Liberati
Business Development Executive
Citeline
Unlock the full playbookSee exactly how to sell to Robert. Free, 10 seconds.