 | Anne Buehl, Consultant, is a founder and Partner of Rocaton. Anne joined Rocaton in 2002 after serving as a Managing Director and Senior Consultant at Barra RogersCasey for 9 years. Anne earned an M.B.A. from Columbia University and a B.A. in Applied Mathematics – Economics from Brown University. |  | Christopher Cesare, Consultant, is a founder and Partner of Rocaton. Chris joined Rocaton in 2002 after 6 years at Barra RogersCasey, where he served as Managing Director and Senior Consultant. Chris previously worked as a plan sponsor at United Parcel Service in Atlanta for 7 years. Chris earned an M.B.A. from Emory University and a B.S. with a major in Finance from the University of Connecticut. |  | Elizabeth DeLalla, Co-Head of Equity Research, is a founder and Partner of Rocaton. Beth leads the U.S. equity research effort across all capitalizations and style spectrums. Beth joined Rocaton in 2002 after 15 years at Barra RogersCasey where she served as Director and Head of U.S. Equity. She was also responsible for overseeing the firm's investment manager database and manager evaluation platforms. Previously, Beth was an equity analyst with The Market Guide. Beth earned a B.S. in Finance from Fordham University, where she graduated summa cum laude. |  | Roger Fenningdorf, Head of Manager Research, is a founder and Partner of Rocaton. Roger is responsible for setting the firm’s manager research agenda and also spends a significant amount of his time researching hedge fund and U.S. equity strategies and managers. Roger joined Rocaton in 2002 after 8 years at Barra RogersCasey where he served as Managing Director, Head of Global Manager Research, and served as portfolio manager for two fund of funds strategies. Roger is a holder of the CFA designation and a member of the CFA Institute and the Stamford Society of Financial Analysts. Roger earned an M.B.A. in Finance and International Business from Yale University School of Management and a B.A. in Economics from Tufts University. |  | Lisa Florentine, Head of Fixed Income Research, is a Partner of Rocaton and leads the research effort for global fixed income strategies including stable value, municipals, broad market fixed income, LDI, and high yield. Lisa joined Rocaton in 2009 after 11 years at RogersCasey, where she served as Director of Fixed Income Research. Prior to her role in fixed income research at RogersCasey, Lisa was part of a client relationship and consulting team. Prior to joining RogersCasey, Lisa was a securities lending analyst at UBS and also worked at Evaluation Associates. Lisa earned a B.A. in Economics from Washington and Lee University and an M.B.A. with distinction in Finance and Marketing from New York University's Stern School of Business. |  | Carla Haugen, Head of Private Equity Research, is a founder and Partner of Rocaton and leads the research effort for limited partnerships and other non-traditional investments. Carla joined Rocaton in 2002 after 14 years with Barra RogersCasey where she served as Managing Director and Head of Private Equity and Alternative Investments. She has served on several Advisory and Valuation Boards for private equity partnerships and as a trustee and chair of the investment committee for a major non-profit institution. Carla earned an M.B.A. from the Harvard Graduate School of Business Administration and bachelors degrees in Math, Economics and Statistics from the University of Minnesota. |  | Christopher Lyon, Consultant, is a founder and Partner of Rocaton. Chris also leads defined contribution research and oversees the firm’s compliance effort. Chris joined Rocaton in 2002 after 6 years at Barra RogersCasey where he served as Director, Investment Consulting and also led Barra RogersCasey's Defined Contribution research effort. Chris is a holder of the CFA designation and a member of the CFA Institute and the New York Society of Security Analysts. Chris earned an M.B.A. in Finance and Marketing from New York University's Stern School of Business and an A.B. in Economics from Muhlenberg College, where he graduated summa cum laude and was a member of Phi Beta Kappa. |  | Julie Moore, Co-Head of Equity Research, is a founder and Partner of Rocaton and leads the research effort for non-U.S. developed markets and emerging markets. Julie joined Rocaton in 2002 after 5 years at Barra RogersCasey where she served as Director and Head of International Equity Research and was previously part of a client relationship and consulting team. Julie has also served as a Portfolio Manager with Bankers Trust Company. Julie earned an M.B.A. at Amos Tuck School of Business at Dartmouth College and a B.S. in Business Administration at Skidmore College. |  | David Morton, Co-Head of Alternatives Research, is a founder and Partner of Rocaton and co-leads the research effort for credit-related strategies, real estate, and global liquid alternatives. Previously, David served as Director of Corporate Finance for Wrenchead, Inc. David has also served as Manager of Investments for Asarco, Inc. and as Portfolio Analyst at Alliance Capital, where his range of responsibilities included fixed income portfolio risk measurement and asset liability analysis. David earned an M.B.A. in Finance at New York University's Stern School of Business and holds a B.S. in Economics from The London School of Economics and Political Science. |  | Joe Nankof, Consultant, is a founder and Partner of Rocaton. Joe also leads Rocaton’s capital markets/asset allocation research effort. Joe joined Rocaton in 2002 after 7 years at Barra RogersCasey where he served as Managing Director and Head of Investment Consulting. In addition to serving on the Management Committee at Barra RogersCasey, Joe also spent a number of years as part of the firm’s Capital Markets Research team, which supported client asset allocation and asset liability studies. Joe spent the prior 8 years with Towers Perrin as a Consulting Actuary. Joe is an Associate of the Society of Actuaries and a member of the American Academy of Actuaries. Joe earned a B.S. in Economics and Applied Mathematics at the State University of New York at Stony Brook. |  | Robin Pellish, Consultant, is a founder and Partner of Rocaton and serves as Chief Executive Officer. Robin joined Rocaton in 2002 after 13 years at Barra RogersCasey where she served as Senior Managing Director, responsible for strategic direction and management relating to all major aspects of the firm. Robin previously worked as a plan sponsor at Armtek Corporation and, in addition, worked in Corporate Treasury at both Pepsico and General Motors. Robin earned an M.B.A. in Finance at the University of Chicago and a B.A. in Economics at Union College, where she graduated summa cum laude and was a member of Phi Beta Kappa. |  | Adam Wheat, Consultant, is a founder and Partner of Rocaton. Adam is also very involved in developing Rocaton’s reporting capabilities and managing Rocaton’s technological infrastructure. Adam joined Rocaton in 2002 after 1 year at Barra RogersCasey, where he served as an Analyst in the Investment Consulting Group. Previously, Adam worked on a web application support and development team at IBM. Adam graduated Magna Cum Laude from Muhlenberg College with an A.B. in Economics. |  | Meriam Zandi, Consultant, is a founder and Partner of Rocaton. Meriam joined Rocaton in 2002 after 10 years at Barra RogersCasey, where she served as a Managing Director and Senior Consultant. Meriam previously worked as an Actuarial Analyst with Towers Perrin. Meriam earned an M.B.A. in Finance at New York University's Stern School of Business and a B.A. in Mathematics at the University of Pennsylvania. | |
