R.W. Rogé & Company, Inc.

As Wealth Advisor and Director of Investment Research at R.W. Rogé & Company, Chris designs customized investment strategies for high-net-worth clients, aligning portfolios with financial goals, risk tolerance, and evolving market conditions. He leads the firm’s investment research efforts, analyzing global markets and generating actionable insights to guide firm-wide strategy.

With over 27 years of experience, including managing global equity portfolios and serving as CIO of a Family Office, Chris specializes in multi-generational wealth planning, traditional and alternative investments, and advising business owners on exit and succession strategies.