General Investing >> Money Manager Interviews >> June 15, 2009
Steven M. Rog serves as Portfolio Manager at R. W. Rog & Company, Inc., and
co-Portfolio Manager and President for the Rog Partners Funds. As Portfolio
Manager, his responsibilities include the research and analysis of mutual funds,
limited partnerships, fixed income and equity. He serves on R. W. Rog & Company
Inc.'s Research Team and Investment Management Committee and conducts extensive
hands-on research, while continuously refining R. W. Rog & Company Inc.'s
proprietary research methodology The ResearchEdge. He joined R.W. Rog &
Company, Inc., in June 1997 as an intern. After graduating from Bryant
University with a Bachelor of Science degree in Finance and Economics, Mr. Rog
assumed the full-time position of Portfolio Manager at the firm. He served on
the Executive Board of the Finance Association at Bryant University and was
inducted into Omicron Delta Epsilon, the International Economics Honor Society.
He currently serves on Bryant University's Student Managed Fund Investment
Advisory Board, mentoring Bryant University students in the area of portfolio
management and securities analysis. He is a member of the New York Society of
Security Analysts (NYSSA) and is the Chairman of the NYSSA's Value Investing
Committee. In addition, he has completed the Chartered Mutual Fund Counselor
certification program and is a member of the Financial Planning Association. He
holds the FINRA Series 7 and 63 Securities Registrations. He is frequently
quoted in the national and local press, with articles appearing in The Wall
Street Journal, BusinessWeek, Kiplinger's Personal Finance, Smart Money,
Bloomberg, The New York Times, Dow Jones Newswires, Newsday, TheStreet.com, Fox
Business News, U.S. News and World Report, Barron's, Investment News, Financial
Advisor Magazine, BottomLine Personal, The Wall Street Transcript and CNBC's
"MSN Money." Mr. Rog has also appeared on Fox Business Network as an expert
stock picker and is the co-author of the financial self-help book The Banker and
the Fisherman: Lessons in Life, Wealth, and Happiness for the 21st Century. Profile
philosophy.
Mr. Rog: The Fund is managed by R. W. Rog & Company started by my father,
Ronald Rog, back in
