Your browser is out of date. It has known security flaws and may not display all features of this and other websites

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