About
Kenneth Rogat is a Partner at Cedar Brook Financial Partners, a Cleveland-based investment advisory firm specializing in portfolio management, financial planning, and pension consulting for individuals, small businesses, and institutional clients. In his role, he oversees investment strategy, client advisory services, and firm operations, leveraging over 18 years of experience in the financial services industry.
Rogat’s expertise spans a broad range of asset classes, including equities, fixed income, alternative investments, and retirement solutions. He is particularly focused on constructing diversified portfolios tailored to the unique needs of high-net-worth individuals and business owners, with a strong emphasis on risk management and long-term wealth preservation.
Prior to joining Cedar Brook Financial Partners in 2006, Rogat built a solid foundation in economics and finance, earning a Bachelor of Science in Economics from the University of Michigan. Throughout his career, he has been recognized for his commitment to client service and his contributions to the advancement of investment strategies within the firm and the broader financial community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cedar Brook Financial Partners | Partner | Aug 2006 to Present | Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. (www.finra.org & www.sipc.org). Advisory services offered through Cadaret, Grant & C... |
Education
University of Michigan
Bachelor of Science, Economics
Skills & Expertise
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Los Angeles, CA , United States |
 | Partner | Cleveland, OH , United States |
 | Senior Partner | McLean, VA , United States |
 | Partner | Cleveland, OH , United States |
 | Associate | Santa Monica, CA , United States |
 | Senior Partner | Los Angeles, CA , United States |
 | Partner | Kensington, MD , United States |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
 | Senior Partner | Newport Beach, CA , United States |
M Michael DeJohn | Partner | Cleveland, OH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Vice President, Investments and Analytics | Lido Advisors, LLC | Santa Monica, CA , United States |
 | Senior Vice President, Senior Portfolio Strategist | Lido Advisors, LLC | CA , United States |
 | Investment Analyst | Everett Harris & Co. /ca/ | Los Angeles, CA , United States |
C Chris Aprill | Portfolio Manager and Family Office Liaison | Everett Harris & Co. /ca/ | Charlotte, NC , United States |
B Bobby Futch | Sr Business Analyst | Capital Group Private Client Services, Inc. | Helotes, TX , United States |
 | Senior Vice President | Capital Group Private Client Services, Inc. | Baltimore, MD , United States |
 | Research Associate | Evoke Wealth, LLC | Los Angeles, CA , United States |
 | Associate | Evoke Wealth, LLC | Los Angeles, CA , United States |
