You may spot the good news in the press sometime soon, but we wanted you to be among the first to hear it, straight from us! Please join us in congratulating Patrick Rohe, CFP® as we name him Chief Executive Officer of Rockbridge Investment Management.

Why the change? It’s an opportunity to recognize Patrick for the contributions he’s already made, as well as for his continued leadership in attracting and mentoring talented new team members.

More than that, you deserve no less from us. Through the decades, our vision has been to help Central New York families enjoy their wealth across generations. For that, we too must evolve and enhance our client care and our participation in the community.

To that end, Patrick will continue to engage directly with clients in his role as a senior financial advisor. As CEO, he’ll also focus on spreading the word about our services and positioning us for growth. Firm founders Craig Buckhout and Anthony Farella will continue as senior advisors and will join Patrick in providing strategic leadership as part of the firm’s management committee.

Had we searched the country over, we could not have found anyone more ideal than Patrick for this newly created position. First, as many of you know, his roots are firmly planted here in Syracuse. Having grown up on his family’s dairy farm just outside of town, he still enjoys spending some of his free time lending a hand at the homestead.

Patrick also has been instrumental in shaping the character of our firm. As he says, “We still want to grow our business here at Rockbridge, but with a deliberate eye toward helping more families and attracting new team members from an incredible pool of local talent. Through thoughtful growth, we look forward to striking that balance for our firm, our growing team, and our community. ”

Please be in touch with us with your questions or comments … and congratulations to Patrick!