Fund Managers
Ronald W. Rogé, MS, CFP® - Chairman & CEO
 Ronald W. Rogé is a nationally recognized fee only wealth manager. He is founder, Chairman & CEO of R. W. Rogé & Company, Inc., a U.S. Securities and Exchange Commission registered investment advisory firm organized in 1986. He is a graduate of the College for Financial Planning, Denver, Colorado where he completed the CERTIFIED FINANCIAL PLANNER® Professional Education Program and prepared for the national CFP® Certification Examination. Mr. Rogé is certified by the Certified Financial Planner's Board of Standards to use the professional certifications CFP® and CERTIFIED FINANCIAL PLANNER®. He has been admitted to and listed in the Financial Planning Association's Registry of CFP® Licensed Practitioners. He is also a member of The National Association of Personal Financial Advisors (NAPFA), the national organization of fee-only planners and served on NAPFA's National Board of Directors from 1993-1996. Mr. Rogé was elected as a founding trustee of the Jefferson's Ferry Foundation and appointed to the foundation's Steering Committee and chairs the foundation's Investment Committee. Jefferson's Ferry is an outstanding lifecare retirement community on Long Island. In his capacity as Trustee, he assists the Board in making decisions on leadership development and philanthropic planning. In 2005, he was awarded a citation from the New York State Assembly for his dedicated community involvement. Mr. Rogé was appointed to the TIAA-CREF Institute's Financial Advisor Advisory Board in January 2000 and served for three years. Mr. Rogé became Trustee and Co-Portfolio Manager of the Rogé Partners Funds in June 2004.
In 2009, Mr. Roge was selected as a member to the Forbes Intelligent Investor Team. In May 2006, Investment Advisor magazine chose Ron Rogé to head up the list of the "25 Most Influential People
in and around the Financial Services Profession." That list included Alan Greenspan, Chairman of the Federal Reserve and Christopher Cox, Chairman of the U.S. Securities & Exchange Commission. Bloomberg
Wealth Manager magazine has selected Mr. Rogé as one of "Bloomberg's Top Wealth Managers" in their July/August 2005 issue. Robb Report -- Worth magazine chose Mr. Rogé as one of the "Nation's
100 Most Exclusive Wealth Advisors" in October 2004. Medical Economics Magazine said he is one of “The 150 Best Financial Advisors for Doctors” in September 2009. The Guide to America's
Top Financial Planners chose Mr. Rogé as one of "America's Top Financial Planners" in October 2006. Mr. Rogé is frequently quoted by the press and media including, The Wall Street Journal,
USA Today, Business Week, Newsday, Money magazine, Fortune and Smart Money just to name a few. Mr. Rogé has also been a guest Personal Finance columnist for ABCNews.com. He has been a featured
Financial Advisor in 5-Star Investor-Morningstar's Guide to Building a Winning Fund Portfolio, and he has appeared on CNN's "Your Money," "CNN Headline News, and on "CNBC's Money Club." He is often
asked to lecture other advisers by major event providers such as Morningstar, Investment Advisor magazine and World Money Show. His articles have been published in professional journals and magazines,
such as Chiropractic Economics, Journal of Retirement Planning and Investment Advisor magazine.
He is also the author of the about to be released book "The Banker and the Fisherman -- Lessons in Life, Wealth and Happiness in the 21st Century."
Mr. Rogé earned a Bachelor of Science degree from Long Island University and a Master of Science degree in Business Administration from Polytechnic University. He has an extensive business background as a corporate executive, where he held positions as Pension Plan Administrator, Staff Director of Employee Benefits, and Manager of Financial Planning.
Ron is a native New Yorker with a passion for history, nature, travel and investing.
Steven M. Rogé, CMFC® - Portfolio Manager
 Mr. Steven M. Rogé serves as Portfolio Manager at R. W. Rogé & Company, Inc. and co-Portfolio Manager for the Rogé Partners
Funds. As Portfolio Manager, his responsibilities include the research and analysis of mutual funds, limited partnerships, and individual companies.
Mr. Rogé is a member of the New York Society of Security Analysts (NYSSA) and is the Chairman of the NYSSA’s Value Investing Committee. In addition, he has completed the Chartered Mutual Fund Counselor certification program. Mr. Rogé serves on R. W. Rogé & Company Inc.’s Research Team and Investment Management Committee and conducts extensive, hands-on investment research, while continuously refining R. W. Rogé & Company Inc.’s proprietary research methodology-the ResearchEdge® methodology.
Mr. Rogé earned a Bachelor of Science Degree in Economics and Finance from Bryant University. Mr Roge currently serves on Bryant University’s Studen Managed Fund Investment Advisory Board, mentoring Bryant University students in the area of portfolio management and securities analysis. In addition, he holds the FINRA Series 7 & 63
Securities Registrations.
Mr. Rogé is frequently quoted in the press and media, with articles appearing in Business Week, Dow Jones Newswires, Newsday, TheStreet.com, The Wall Street Journal, Barron’s, Investment
News, Financial Advisor, CNBC’s “MSN Money” and Fox Business News. Steve is a native Long Islander with a passion for tennis, football
and investing.
Steven is also co-author to the newly released book, The Banker and the Fisherman: Lessons in Life, Happiness and Wealth for the 21st Century.
Click here to download a copy of the Rogé Partners Funds brochure.
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