Patrick Rohe Email & Phone Number
Chief Executive Officer @ Rockbridge Investment Management
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Patrick Rohe Location
- New York, United States
Patrick Rohe Work
- 2020 - now Chief Executive Officer @
- 2009 - now Partner and Certified Financial Planner @
- 2008 - 2009 Financial Advisor @
Patrick Rohe Education
- Cornell University
BA (Economics and Animal Science)
2004 - 2008 - null
Patrick Rohe Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- 401k Rollovers
- Investments
- Fee Only Financial Planning
- Retirement
- Investment Management
- Investment Advisory
- Asset Allocation
- Asset Managment
- Retirement Planning
- Wealth Management
- Mutual Funds
- Series 7
Patrick Rohe Summary
- Patrick Rohe, based in New York, United States, is currently a Chief Executive Officer at Rockbridge Investment Management. Patrick Rohe brings experience from previous roles at Rockbridge Investment Management and Wells Fargo Advisors, LLC. Patrick Rohe holds a 2004 - 2008 BA in Economics and Animal Science @ Cornell University. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, Investment Strategies and more. Patrick Rohe has 3 emails on RocketReach.
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Top Rockbridge Investment Management Employees
Patrick Rohe
Chief Executive Officer
New York, United States
Adam Gagas
Managing Director, Institutional Services
New York, United States
Sharon Craig
Rockbridge Investment Management
Syracuse, NY, US
Claire Ariglio
Investment Advisor
Syracuse, NY, US
David Carroll
Fee Only Advisor
Syracuse, NY, US
Rusden Bryant
Client Services Associate
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Mariah Galletta
Client Service Associate
New York, United States
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