Paul Rokosz is the CIO and a Wealth Manager for Trove Private Wealth® and leads the Chicago office.

Paul has been a successful investment portfolio manager and analyst for more than 30 years with an outstanding track record, specializing in growth companies. He is uniquely well-suited to assist business owners and affluent families in navigating the complexities of financial security, financial independence, wealth transfer, and freeing up capital for new ventures and more generous living.

Whether guiding affluent families through complex transitions or helping small business owners prepare for what’s next, Paul works to bring clarity, intention, and impact to each financial decision. His goal is to help clients align their resources with their values—so they can pursue freedom, generosity, and legacy on their terms.

Paul earned his MBA in finance and accounting from the University of Chicago Booth School of Business and a Bachelor of Business Administration cum laude from Loyola University of Chicago. He is also a Chartered Financial Analyst.