NAPFA Fall 2024 National Conference Speaker
Steven Roge MBA, CFP庐, AIF庐, CMFC庐
As Chief Investment Officer, Steven鈥檚 responsibilities include researching and analyzing securities and designing risk-adjusted portfolios. He conducts extensive, hands-on research while continuously refining our proprietary research methodology, The ResearchEdge庐. Steven also serves on the firm鈥檚 Research and Investment Management Committee and oversees the firm's operations and management, as well as business development and client relations.
Steven鈥檚 advice is sought by national and local press and media. His articles and commentary have appeared in The Wall Street Journal, BusinessWeek, Kiplinger鈥檚 Personal Finance, Smart Money, Bloomberg, The New York Times, TheSteet.com, U.S. News and World Report, Barron鈥檚, Investment News, Financial Advisor Magazine, CNBC鈥檚 鈥淢SN Money,鈥 and more. In addition, he has appeared on Fox Business Network, Fox News and CNBC as an expert stock picker.
