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Managing Director / Private Wealth Advisor

Robert is founder and President of Roche Financial Partners. Since the firm's inception in 2004, Roche Financial
Partners has remained independent and exclusively focused on our clients' financial goals.  Robert also serves as
Roche's Chief Investment Officer.  In this role, he is responsible for investment strategy, fund management, and
research.  

Robert has over 20 years of financial services experience.  Prior to starting the firm, he was Vice President of
Advisory Solutions at Albridge Solutions, with responsibility for the firm's managed account platform and Advisory
Solutions product lines.  Previously, Robert was a fund manager for the Unit Investment Trust division at Merrill
Lynch responsible for over 1,000 international and domestic closed-end mutual funds.  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.  Robert began his career in the banking industry with Wachovia where he held
multiple positions.  

Over the course of his career, Robert has been responsible for the development of numerous investment and asset
allocation strategies, and has authored several articles and whitepapers on the benefits of financial planning and
investment management.  Many of these articles can be found at www.rochepartners.com/blog.    

Robert holds a B.S. Degree in Business Administration from the college of New Jersey and an MBA degree in
Finance from Rutgers University.  He is a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER®
Professional.  Robert is also a member of The New York Society of Security Analysts, The Financial Planning
Association, The Financial Planning Association of New Jersey, CFA Institute, and The American Management
Association (AMA).  

Robert currently lives in Princeton, NJ with his wife and two sons.  When not helping individuals with their financial
goals, Robert enjoys reading, running, and spending time with his family.
313 Commons Way  Princeton, NJ 08540  

(P) 609 575 6762  -  (F) 609 751 9253  

(E) info@rochepartners.com
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Robert Gregov, CFA, CFP®
Nicholas Karp, EA, CFE, MBA
Private Weatlh Advisor

Nick is a Private Wealth Advisor at Roche Financial Partners, providing comprehensive financial guidance, with a
focus on tax and estate planning.

Prior to joining the firm Nick co-founded and served as CFO to three technology businesses and consulted to the
financial services industry, building portfolio optimization and rebalancing, wealth management, 401(K), and
compliance systems. He also developed and traded proprietary models for a major investment bank.

Nick holds an A.B. in Classics from Princeton University and an MBA in Professional Accounting from Rutgers
University. He is an Enrolled Agent, admitted to practice before the Internal Revenue Service, and a Certified Fraud
Examiner. He is a member of the National Association of Enrolled Agents, the American Institute of CPAs, the Mercer
County Estate Planning Council, and the National Association of Personal Financial Advisors.

Nick currently lives in Princeton Junction, NJ with his wife. He has two children in college. His hobbies include bridge,
flying planes, and the opera.
Edward Morrison, CFA
Managing Director / Private Wealth Advisor

Ed is