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 25 years, with an outstanding track record for absolute, relative, and risk adjusted returns, specializing in small to mid-sized companies. He is uniquely well suited to assist affluent families and small business owners navigate the complexities of financial security, financial independence, wealth transfer, and freeing up capital for new ventures and lasting, impactful giving.
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.
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C12 equips Christian CEOs and owners to build great businesses for a greater purpose.
