Steven M. Rogé, CMFC® – Portfolio Manager
Steven Rogé serves as Portfolio Manager with R.W. Rogé & Company and co-portfolio manager and president for the Rogé Partners Funds. As portfolio manager, his responsibilities include the research and analysis of securities and the design of risk adjusted portfolios.
Mr. Rogé serves on firm’s Research and Investment Management Committees and conducts extensive hands-on research while continuously refining the firm’s proprietary research methodology, The ResearchEdge®.
He is the president, co-manager, and co-founder of the Rogé Partners Fund (ROGEX), an open-ended investment fund focused on total return. Mr. Rogé’s responsibilities, in addition to securities research, include the oversight of Fund operations and management, business development and client relations.
He joined R.W. Rogé & Company in June 1997 as an intern. After graduating from Bryant University in Smithfield, RI, with a Bachelor of Science degree in finance and economics, Mr. Rogé assumed the full-time position of portfolio manager at the firm. Mr. Rogé served on the Executive Board of the Finance Association at Bryant University and was inducted into Omicron Delta Epsilon, the international economics honor society.
Mr. Rogé is currently enrolled in Babson College F.W. Olin Graduate School of Business’s Fast Track MBA program, and is a candidate for graduation in the Spring of 2013.
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 current member of the Boston Security Analysts Society (BSAS). Mr. Rogé is a former member of the New York Society of Security Analysts (NYSSA) and is the former chairman of the NYSSA’s Value Investing Committee.
In addition, he has completed the Chartered Mutual Fund CounselorSM certification program and is a member of the Financial Planning Association (FPA). He holds the FINRA Series 7 and 63 securities registrations.
Mr. Rogé has been awarded a certificate of completion for the Investment Decisions and Behavioral Finance program, Oct, 14-15, 2010, at Harvard University’s John F. Kennedy School of Government, Executive Education.
He is frequently quoted in the national and local press and media. His articles and commentary have appeared in The Wall Street Journal, BusinessWeek, Kiplinger’s Personal Finance, Smart Money, Bloomberg, The New York Times, Dow Jones Newswires, Newsday, TheSteet.com, Fox Business News, U.S. News and World Report, Barron’s, Investment News, Financial Advisor Magazine, BottomLine Personal, The Wall Street Journal Transcript, and CNBC’s “MSN Money.”
He has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker and is the co-author of the financial self-help book The Banker and the Fisherman: Lessons in Life, Wealth, and Happiness for the 21st Century.
Mr. Rogé has been selected as a contributing editor for the following financial-related resources: Forbes.com, SeekingAlpha.com, SumZero.com and Morningstar.com
Mr. Rogé servers as a member of the Finance Committee for the Town of Rowley, MA, is a member of the Ipswich, MA, Rotary Club. He is married to Susan J. Rogé. They have a son, Benjamin.
