Paul Rokosz in

Paul Rokosz

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Chief Investment Officer and Wealth Manager at Trove Private Wealth
📍 Greater Chicago Area, United States

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.

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Current Role
Chief Investment Officer and Wealth Manager
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Paul shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Paul cares 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.
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Career

Work history

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

Media appearances

Paul Rokosz, MBA, CFA - Trove Private Wealth. Featured in Trove Private Wealth (company website)
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Education
MBA
The University of Chicago Booth School of Business
BBA
Loyola University Chicago
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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