A Team of Skilled Professionals
Rocaton was founded in April 2002 by a team of experienced investment professionals.
Consulting Team

Robin Pellish
Principal, 17years at Rocaton, 36 years Industry Experience

Anne Buehl
Principal, 17 years at Rocaton, 30 years Industry Experience

Christopher Cesare
Principal, 17 years at Rocaton, 30 years Industry Experience

Michael Fulvio
Principal, 12 years at Rocaton, 12 years Industry Experience

Alison Lonstein
Principal, 16 years at Rocaton, 16 years Industry Experience

Christopher Lyon
Principal, 17 years at Rocaton, 23 years Industry Experience

Matt Maleri
Principal, 11 years at Rocaton, 11 years Industry Experience

David Morton
Principal, 17 years at Rocaton, 29 years Industry Experience

Joe Nankof
Principal, 17 years at Rocaton, 32 years Industry Experience

Emily Phillips
Principal, 5 years at Rocaton, 12 years Industry Experience

Jennifer Sullo
Principal, 5 years at Rocaton, 12 years Industry Experience

Adam Wheat
Principal, 17 years at Rocaton, 19 years Industry Experience

Emma Wheat
Principal, 8 years at Rocaton, 8 years Industry Experience

Meriam Zandi
Principal, 17 years at Rocaton, 30 years Industry Experience
Manager Research

Roger Fenningdorf
Principal, 17 years at Rocaton, 26 years Industry Experience

Patrick Chrysler
Principal, 6 years at Rocaton, 17 years Industry Experience

Elizabeth DeLalla
Principal, 17 years at Rocaton, 33 years Industry Experience

Lisa Florentine
Principal, 8 years at Rocaton, 21 years Industry Experience

Robert Kennelley
Principal, 7 years at Rocaton, 11 years Industry Experience

Andrea McGee
Principal, 5 years at Rocaton, 15 years Industry Experience

Michael McGowan
Principal, 8 years at Rocaton, 8 years Industry Experience

Kelley McWilliams
Principal, 6 years at Rocaton, 15 years Industry Experience

Julie Moore
Principal, 17 years at Rocaton, 27 years Industry Experience

David Morton
Principal, 17 years at Rocaton, 29 years Industry Experience

John Papadoulias
Principal, 13 years at Rocaton, 13 years Industry Experience

Jeri Savage
Principal, 8 years at Rocaton, 18 years Industry Experience

Apurva Schwartz
Principal, 4 years at Rocaton, 12 years Industry Experience

Erica Wolf
Principal, 8 years at Rocaton, 21 years Industry Experience

Paul Yox
Specialist, 4 years at Rocaton, 4 years Industry Experience
Defined Contribution

Christopher Lyon
Principal, 17 years at Rocaton, 23 years Industry Experience

Thomas Dolan
Director, 4 years at Rocaton, 13 years Industry Experience

Scott Gerber
Director, 2 years at Rocaton, 33 years Industry Experience

Myles Meserve
Director, 5 years at Rocaton, 5 years Industry Experience

Jeri Savage
Principal, 8 years at Rocaton, 18 years Industry Experience
Asset Allocation and Capital Markets

Joe Nankof
Principal, 17 years at Rocaton, 32 years Industry Experience

Mary DeWitte
Specialist, 1 year at Rocaton, 6 years Industry Experience

Janis Kane
Principal, 10 years at Rocaton, 17 years Industry Experience

Matt Maleri
Principal, 11 years at Rocaton, 11 years Industry Experience

David Morton
Principal, 17 years at Rocaton, 29 years Industry Experience
Marketing and Operations

Alberto Cota
Principal, 3 years at Rocaton, 28 years Industry Experience

John Hartman
Principal, 10 years at Rocaton, 42 years Industry Experience

Jessica McMullin
Director, 4 years at Rocaton, 17 years Industry Experience

Elisa Metzger
Chief Compliance Officer, 9 years at Rocaton, 32 years Industry Experience

Kristin Remson
Specialist, 3 year at Rocaton, 17 years Industry Experience

Jennifer Saviano
Director, 13 years at Rocaton, 23 years Industry Experience

Kristen Volz
Director, 12 years at Rocaton, 23 years Industry Experience