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. He is the author of the “The Banker and the Fisherman: Lessons in Life, Wealth and Happiness in the 21st Century.” Read more.
Rosanne Rogé CFP®, CSA®,RFGSM
Managing Director, Client Services
Rosanne Rogé is a nationally recognized fee only wealth manager. Rosanne joined R.W. Rogé & Company, Inc. in 1995 and is a graduate of Long Island University’s Certificate Program in Financial Planning and the College for Financial Planning Para-Planner Program. She co-authored “The Banker and the Fisherman: Lessons in Life, Wealth and Happiness in the 21st Century.”
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Steven M. Rogé CMFC®
Portfolio Manager
Steven M. Rogé serves as Portfolio Manager at R. W. Rogé & Company, Inc. and co-Portfolio Manager for the Rogé Partners Fund. Co-author of “The Banker and the Fisherman: Lessons in Life, Wealth and Happiness in the 21st Century.” Read more.
Jeffrey Roberto MBA, CMFC®
Manager, Portfolio Administration/Operations
Mr. Roberto joined R. W. Rogé & Company, Inc. in March 2002. He holds an MBA from Dowling College and a Bachelor of Arts degree in Economics from S.U.N.Y., Cortland. Mr. Roberto has considerable experience as a financial consultant. Read More.
Susan Rogé, RPSM
Registered Para-Planner
Ms. Rogé joined R.W. Rogé & Company, Inc. in 2003 after graduating Cum Laude from Bryant University with a dual concentration in Finance and Economics. Read more.
Elizabeth M. Cappa, MBA
Director of Operations
Ms. Cappa joined R.W. Rogé & Company, Inc., in November 2006. She holds an MBA from Dowling College and a Bachelor of Business Administration from Hofstra University. Read more.
Christopher R. Wills, CPA, CFA®, CFP®
Senior Wealth Advisor
Christopher R. Wills joined R.W Roge & Company on June 30, 2011. Chris will focus on Comprehensive Financial Planning for our clients. Read more.
Courtney Williams
Paraplanner
Ms. Williams joined R.W. Rogé & Company, Inc. in October 2011 after graduating from the University of Delaware with a Bachelor of Science degree in economics. Read more.
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