TROVE PRIVATE WEALTH™ - Key Persons
Job Titles:
- Strategic Partner
- Trust Law Group Is Focused on Demystifying Estate Planning, Trusts, Taxes and Probate Law and Helping Families Make Informed Decisions
Borchers Cusano Trust Law Group is focused on demystifying estate planning, trusts, taxes and probate law and helping families make informed decisions.
Job Titles:
- CFP® Senior Vice President - Investments and Financial Planning
Job Titles:
- Administrative Legal Assistant
Job Titles:
- Administrative Legal Assistant
Job Titles:
- Director of Client Service
Jake joined Trove Private Wealth™ in January of 2022. He serves as a Service Advisor, supporting the team in all functions related to planning and investing as they continue to grow in their capacity to help more clients realize their financial goals.
Jake earned a Bachelor's in Finance from Stonehill College in 2020, graduating 1st in his class for Finance. With a life-long sense of intellectual curiosity, he spends a lot of time learning and reading about topics that interest him, including economics, finance, geopolitics, history, and philosophy.
Jake enjoys his time away from work by spending time with friends, playing sports, traveling, and pursuing his childhood passion of improving his guitar playing skills.
Job Titles:
- CFP® COO / Wealth Manager
Job Titles:
- Analyst, Policy Management
Job Titles:
- FALU Vice President, Underwriting
Job Titles:
- Director, Insurance Marketing
Job Titles:
- Associate Financial Planner
Job Titles:
- Operations Supervisor, New Business
Job Titles:
- CIO / Wealth Manager
- Investment Portfolio Manager and Analyst
- Wealth Manager for Trove Private Wealth
Paul Rokosz is the CIO and a Wealth Manager for Trove Private Wealth™, and leads the Chicago office.
Paul has been a successful investment portfolio manager and analyst for more than 25 years, with an outstanding track record for absolute, relative, and risk adjusted returns, specializing in small to mid-sized companies. He is uniquely well suited to assist affluent families and small business owners navigate the complexities of financial security, financial independence, wealth transfer, and freeing up capital for new ventures and lasting, impactful giving.
Paul earned his MBA in finance and accounting from the University of Chicago Booth School of Business and a Bachelor of Business Administration cum laude from Loyola University of Chicago. He is also a Chartered Financial Analyst.
Job Titles:
- Executive Benefits Specialist / Wealth Manager
Job Titles:
- CFP® CEO / Wealth Manager
- COO / Wealth Manager
- Founder and CEO of Trove Private Wealth
Ron Ware is founder and CEO of Trove Private Wealth™. For nearly 20 years, he has helped numerous families discover and articulate a personal definition of legacy and stewardship and then work to fulfill it.
As a personal legacy advisor, Ron educates, motivates, and empowers individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what's possible, affirm what they really care about, and confidently plan to make a significant impact on the people, causes and organizations they care about most.
Ron is a gifted and passionate speaker and teacher on the topics of financial independence, personal legacy, philanthropy, planned giving strategies, and "zero-estate tax" solutions. He teaches regularly on behalf of tax, legal, financial and other professional colleagues and charities.
Ron earned a Juris Doctorate from Regent University in Virginia and a Bachelor of Science in Business Administration from Bryant University in Rhode Island. He is a life-long entrepreneur and has been part of closely-held businesses since childhood.
Job Titles:
- CFP® Director, Financial Planning