Mr. Steven M. Rogé joined R.W. Rogé & Company, Inc. in June of 1997 as an intern. After graduating from Bryant University with a Bachelor of Science Degree in Financeand Economics, he assumed the full-time position of Portfolio Manager at the firm. Healso received his Master's Degree in Business Administration in 2013 from Babson College's F.W. Olin Graduate School of Business.
As Chief Investment Officer, his responsibilities include the research and analysis of equities and fixed income. He is a member of the executive management team, andchairs the Research and Investment Management Committees and conducts extensive hands-on research while continuously refining the firm's proprietary research methodology, The ResearchEdge®. In addition to research and portfolio management, he participates in business development, client services and business operations.
Mr. Rogé is a graduate of the College for Financial Planning in Denver, Coloradowhere he completed the CERTIFIED FINANCIAL PLANNER® Professional EducationProgram and prepared for the national CFP® Certification Examination. He is certifiedby the Certified Financial Planners Board of Standards to use the professionalcertifications CFP® and CERTIFIED FINANCIAL PLANNER®. He has gone through training, met the qualifications, and passed the exam to obtain the Accredited Investment Fiduciary (AIF®) designation, which is issued by the Center for Fiduciary Studies. He has also completed the Chartered Mutual Fund Counselor® certification program and is a member of the Financial Planning Association (FPA). He holds the FINRA Series 65 securities registration and formerly held the Series 7 and 63 securities registrations.
Mr. Roge' has been awarded a certificate of completion for the Investment Decisionsand Behavioral Finance program, Oct 14-15, 2010, at Harvard University's John F. Kennedy School of Government, Executive Education.
He has been quoted in the national and local press, with articles appearing inBusiness Week, Dow Jones, Newswires, Forbes, Morningstar, Newsday, TheStreet.com, Wall Street Journal, Barron’s, Investment News, Financial Advisor, The Wall Street Journal Transcript, and CNBC’s ―MSN Money.‖ He has been selected as a contributing editor for the following financial - related resources: Forbes.com, SeeingAlpha.com, SumZero.com and Morningstar.com.
Mr. Rogé is also the co-author to The Banker and the Fisherman – Lessons in Life, Wealth and Happiness for the 21st Century. he currently serves on Bryant University's Archway Investment Fund Investment Advisory Board, mentoring Bryant University students in the area of portfolio management and securities analysis.
He is a member of the Ipswich, MA, Rotary Club, and a former member of the Finance Committee for the town of Rowley, MA. He is married to Susan J. Roge. They have a son, Benjamin, and daughter, Samantha.