CoverProfile

Patrick Rohe

Partner, Chief Executive Officer

Rockbridge Investment Management

United States, New York, Syracuse

About Me

Upon graduation from Cornell University, I was recruited by a large brokerage firm. After months of sales training and minimal help in understanding even the basics of investing, I quickly learned that the brokerage firm model was not for me. I then made the transition to Rockbridge, a fee-only financial planning firm, where I truly enjoy helping people and making a difference in their financial lives!

Profile Information

Partner, Chief Executive Officer

Rockbridge Investment Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Syracuse

New York

United States

Jul 29, 2024

Work Experience

Rockbridge Investment Management

Partner, Chief Executive Officer
Jan 2020 - Present
Email: prohe@rockbridgeinvest.com

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