Paul Rokosz, MBA, CFA®

CIO / Wealth Manager

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.