Paul Rokosz

Energizer
DISC Type : I

Chief Investment Officer and Wealth Manager at Trove Private Wealth

Greater Chicago Area, United States

Overview

Paul 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.

Personality Overview

Believer

Informal

Relationship Oriented

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.

Topics They Care About

Purpose-Driven Investing
Helps clients align financial decisions with their personal values to create clarity and impact, ensuring wealth supports a greater purpose.
Small/Mid-Cap Equities
Brings deep expertise from 35+ years as a portfolio manager and analyst, previously managing an $800M+ small-cap growth fund.
Family Wealth Transitions
Focuses on guiding affluent families and small business owners through complex financial decisions and planning for the future.

Media Appearances

Paul Rokosz, MBA, CFA - Trove Private Wealth. Featured in Trove Private Wealth (company website)

See Now

Work History

Chief Investment Officer and Wealth Manager at Trove Private Wealth
Managing Director, Portfolio Manager at Mason Street Advisors
Partner, Portfolio Manager at Roxbury Capital Management
VP, Portfolio Manager at American Express Asset Management
VP, Senior Analyst at Putnam Investments

Education

MBA from The University of Chicago Booth School of Business
BBA from Loyola University Chicago

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Chicago Area, United States Job Level : Leadership Designation : Chief Investment Officer and Wealth Manager at Trove Private Wealth
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Paul

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Paul take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Paul

Personality Compatibility


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