R.W. Rogé & Company is proud to share that our Wealth Advisor and Director of Investment Research, Christopher M. Kehoe, CFA®, CEPA®, has volunteered to serve on the Grant Making Committee for the Charlotte Community Foundation (CCF).
The Charlotte Community Foundation is dedicated to strengthening Charlotte County through philanthropy, grantmaking, scholarships, nonprofit support, and community leadership. Its mission is to “foster philanthropy across Charlotte County to enhance our community for generations.”
Over the past 20 years, CCF has awarded approximately $15 million in grants to local nonprofits and $1.6 million in scholarships, supporting organizations and individuals throughout the community.
An important part of that work happens through local volunteers. Decisions regarding competitive grants and scholarships are made by committees of community members, with support from CCF staff and oversight from its Board of Directors. These volunteers help evaluate organizations and opportunities with an understanding of the needs of Charlotte County.
Chris’s involvement reflects something we value deeply at R.W. Rogé & Company – being an active part of the communities we serve. We are proud to see him contribute his time and perspective to an organization working to make a lasting difference for our neighbors throughout Charlotte County.
We look forward to seeing the continued impact of the Charlotte Community Foundation and are grateful to Chris for representing our firm through his service.
Click here to learn more about the Charlotte Community Foundation
For tailored, fee-only guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
