2 Jun

Scott Gerber

Scott Gerber, Director, is responsible for leading research on DC recordkeepers and trust & custody providers. In this role Scott continuously evaluates the capabilities and tracks the latest developments at DC recordkeeping and trust & custody firms, spearheads searches for new providers, and follows the evolution of industry trends, administrative services and fees. Scott joined Rocaton in 2016 and brings over 25 years’ experience and a wealth of retirement plan and investment consulting expertise. Scott has worked for investment, consulting, and recordkeeping firms in roles as an analyst, investment consultant, and manager of consultant relations. Scott has previously worked for New York Life Retirement Plan Services, Diversified Investment Advisors, Evaluation Associates, Defined Contribution Advisors, Norwest Bank and Standard & Poor’s. Scott is a graduate of Central Connecticut State University with a B.S. in Finance and earned his M.B.A. in Finance from the University of St. Thomas located in St. Paul, Minnesota.