Steven Roge
Chief Investment Officer & CEO | CFP® | Fee-Only | Fiduciary | Voted Best Financial Advisor Long Island | Member Ed Slott\'s Master Elite IRA Advisor Group | Community Volunteer and Advocate
- Role
- Chief Investment Officer & CEO at R.W. Rogé & Company
- Location
- Beverly, MA, US
- LinkedIn followers
- 500 followers
About Steven Roge
As Chief Investment Officer and CEO of R.W. Rogé & Company, Inc, my mission is simple:…
Experience
Chief Investment Officer & CEO
Oct 2023 — Present
As Managing Director and Chief Investment Officer, my responsibilities include the research and analysis of securities, and the design of risk adjusted portfolios. I conduct extensive, hands-on research, while continuously refining our proprietary research methodology, The ResearchEdge®. In addition, I serve on the firm’s Research and Investment Management Committee, and oversee the firms operations and management, as well as business development and client relations.
Education
Babson F.W. Olin Graduate School of Business
MBA, Business Administration and Management, General
2011 — 2013
Bryant University
BS, Business Administration
1999 — 2003
Bryant University
Bachelor's degree, Finance and Economics
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