Paul Rokosz
Energizer · DISC type IPaul Rokosz is the Chief Investment Officer and Wealth Manager at Trove Private Wealth, with over 35 years of portfolio management experience specializing in small to mid-sized companies. A graduate of The University of Chicago Booth School of Business, colleagues describe him as a gifted manager with superior judgment and uncommon skill.
His core philosophy is helping clients "do more that matters" with their money, believing that wealth is only as valuable as the purpose it supports.
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They are not always early adopters but can be pursuaded by leveraging strong relationships. They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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