2 Jun

Jeri Savage

Jeri Savage, Principal, leads the firm’s DC-related research coverage, with responsibility for target date fund, retirement income, and other DC-specific strategy research coverage. She also researches DC trends, recordkeepers, managed account providers and contributes to DC clients’ investment structure discussions. Jeri has nearly 15 years of experience in research and analytical roles with investment and consulting firms. Jeri joined Rocaton from Evaluation Associates, where she spent several years as an Equity Research Associate and member of the firm’s Defined Contribution Task Force. Jeri earned an M.B.A. with distinction in Finance and Marketing from New York University’s Stern School of Business and graduated magna cum laude with a B.A. in Business Economics from Brown University.