Senior Professionals

A TEAM OF SKILLED PROFESSIONALS

Rocaton was founded in April 2002 by a team of experienced investment professionals

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Robin Pellish
Founding Partner, CEO
15 Years at Rocaton
34 Years Industry Experience
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Anne Buehl
Founding Partner, Consultant
16 Years at Rocaton
29 Years Industry Experience
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Christopher Cesare
Founding Partner, Consultant
15 Years at Rocaton
28 Years Industry Experience
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Christopher Lyon
Founding Partner, Consultant
16 Years at Rocaton
22 Years Industry Experience
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Joe Nankof
Founding Partner, Consultant
15 Years at Rocaton
30 Years Industry Experience
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Adam Wheat
Founding Partner, Consultant
16 Years at Rocaton
18 Years Industry Experience
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Meriam Zandi
Founding Partner, Consultant
15 Years at Rocaton
28 Years Industry Experience
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Alison Lonstein
Partner, Consultant
15 Years at Rocaton
15 Years Industry Experience
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Michael Fulvio
Managing Director, Consultant
10 Years at Rocaton
10 Years Industry Experience
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Emily Phillips
Managing Director, Consultant
3 Years at Rocaton
10 Years Industry Experience
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Jennifer Sullo
Managing Director, Consultant
3 Years at Rocaton
10 Years Industry Experience
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Emma Wheat
Director, Consultant
6 Years at Rocaton
6 Years Industry Experience
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Roger Fenningdorf
Founding Partner, Head of Manager Research
15 Years at Rocaton
24 Years Industry Experience
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Elizabeth DeLalla
Founding Partner, Global Equity Research
16 Years at Rocaton
32 Years Industry Experience
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Julie Moore
Founding Partner, Head of Global Equity Research
15 Years at Rocaton
25 Years Industry Experience
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David Morton
Founding Partner, Chief Market Strategist
15 Years at Rocaton
27 Years Industry Experience
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Lisa Florentine
Partner, Head of Fixed Income
8 Years at Rocaton
21 Years Industry Experience
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John Papadoulias
Partner, Alternative Investments
11 Years at Rocaton
11 Years Industry Experience
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Jeri Savage
Partner, Defined Contribution
6 Years at Rocaton
15 Years Industry Experience
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Patrick Chrysler
Managing Director, Research
4 Years at Rocaton
17 Years Industry Experience
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Andrea McGee
Managing Director, Research
4 Years at Rocaton
14 Years Industry Experience
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Apurva Schwartz
Managing Director, Equity Research
3 Years at Rocaton
11 Years Industry Experience
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Erica Wolf
Managing Director, Research
5 Years at Rocaton
19 Years Industry Experience
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Robert Kennelley
Managing Director, Research
5 Years at Rocaton
9 Years Industry Experience
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Todd Lusk
Director, Research
3 Years at Rocaton
19 Years Industry Experience
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Michael McGowan
Managing Director, Research
6 Years at Rocaton
6 Years Industry Experience
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Kelley McWilliams
Director, Research
4 Years at Rocaton
13 Years Industry Experience
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Thomas Dolan
Research Specialist
4 Years at Rocaton
13 Years Industry Experience
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Christopher Lyon
Founding Partner, Consultant
16 Years at Rocaton
22 Years Industry Experience
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Jeri Savage
Partner, Defined Contribution
6 Years at Rocaton
15 Years Industry Experience
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David Murad
Managing Director, Research
6 Years at Rocaton
9 Years Industry Experience
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Scott Gerber
Director, DC Business Development
1 Years at Rocaton
33 Years Industry Experience
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Myles Meserve
Defined Contribution Specialist
4 Years at Rocaton
4 Years Industry Experience
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David Morton
Founding Partner, Chief Market Strategist
15 Years at Rocaton
27 Years Industry Experience
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Joe Nankof
Founding Partner, Consultant
15 Years at Rocaton
30 Years Industry Experience
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Matt Maleri
Partner, Research
9 Years at Rocaton
9 Years Industry Experience
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Janis Kane
Managing Director, Research
7 Years at Rocaton
14 Years Industry Experience
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David Murad
Managing Director, Research
6 Years at Rocaton
9 Years Industry Experience
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Alberto Cota
COO
1 Year at Rocaton
26 Years Industry Experience
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Elisa Metzger
General Counsel, CCO
6 Years at Rocaton
27 Years Industry Experience
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John Hartman
Managing Director, Business Development
6 Years at Rocaton
37 Years Industry Experience
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Jessica McMullin
Director, Rocaton Solutions Group
2 Years at Rocaton
15 Years Industry Experience
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Perry Tevere
Operations Specialist
Recently Hired
7 Years Industry Experience
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Jennifer Saviano
Director, Human Resources
9 Years at Rocaton
19 Years Industry Experience
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Kristen Volz
Counsel
8 Years at Rocaton
13 Years Industry Experience
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Dorothy Friedrich
Sales & Marketing Specialist
1 Year at Rocaton
13 Years Industry Experience