Steven M. Rogé
Steven M. Rogé
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Steven M. Rogé
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ABOUT
Mr. Steven M. Rogé serves as Portfolio Manager with R.W. Rogé & Company and co-portfolio manager and president for the Rogé Partners Funds. 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 currently serves on Bryant University’s Archway Investment Fund Investment Advisory Board, mentoring Bryant University students in the area of portfolio management and securities ...More analysis.
Mr. Rogé 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.
Mr. Rogé is frequently quoted in the national and local press, with articles appearing 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.”
Mr. Rogé 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.
Mr. Rogé currently serves on Bryant University’s Archway Investment Fund Investment Advisory Board, mentoring Bryant University students in the area of portfolio management and securities ...More analysis.
Mr. Rogé 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.
Mr. Rogé is frequently quoted in the national and local press, with articles appearing 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.”
Mr. Rogé 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.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Monthly
- Interests: Dividend stock ideas & income, Mutual funds, Stocks - long
COMPANY
R. W. Rogé & Company, Inc.
Founded in 1986 as a financial planning and investment advisory business.
BLOG
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Book
The Banker and the Fisherman: Lessons in Life, Wealth, and Happiness for the 21st Century
You will probably spend a century on this planet.
Are you ready?
Most people don't believe they will reach an age in the triple digits, yet life spans are continually increasing. In your lifetime, you will have goals to achieve, a future to plan, gifts to give, a legacy to design.
The Banker and the ...More
Fisherman provides a rational and realistic look at life's issues and how to handle them. You'll learn:
* The real cost of a college education
* How to save up instead of catch up
* Whether hedge funds are right for you
* The impact of real estate stagnation on baby boomers
* Why so many people underfund their retirement
* Best options for life and long-term care insurance
* And much more
Along the way, every insight is infused with the ultimate lesson of the banker and the fisherman: how to live a rich life in ways that have nothing to do with money.
In America today, we seem to know the price of everything and the value of nothing. This book aims to reverse that trend, while giving you the tools you need to achieve a happy and wealthy life ... all the way to 100 and beyond.
About the Author
The Banker and the Fisherman brings together the wisdom and experience of Ronald W. Roge, Rosanne Roge, and Steven M. Roge, three nationally recognized wealth advisors in the United States.
Together, Ronald, Rosanne, and Steven have helped thousands of people from all walks of life create leading-edge prosperity plans for themselves and their families. The media frequently seek their expert views on how emerging economic and social trends will affect individuals, as well as the nation.
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