Emma Wheat

31 May

Emma Wheat

Emma Wheat, Director, Consulting, is a member of the consulting team where she works directly with institutional investors and high net worth individuals on a variety of issues, including asset allocation, investment structure design and investment manager selection and monitoring.  Additionally, Emma assists in managing the firm’s analyst team and analyst training program.  Emma joined Rocaton in 2011 as an Analyst in Rocaton’s consulting group after earning a B.S. in Finance from Fairfield University.


31 May

Jennifer Sullo

Jennifer Sullo, Managing Director, Consulting is a member of our consulting team where she partners with institutional investors on a variety of client needs, including asset allocation, investment structure design and investment manager selection and monitoring.  Jennifer joined Rocaton in 2014 after several years with J.P. Morgan, where she served as Vice President, Head of Alternatives Implementation. Prior to her role at J.P. Morgan, Jennifer was a Senior Account Manager within the Institutional Distribution team at ING Investment Management. Previously Jennifer held various positions at General Electric Asset Management within the Institutional Sales and Global Trading divisions.  Jennifer earned an M.S. in Finance from Fairfield University and a B.S. in Economics from Trinity College.


31 May

Emily Phillips

Emily Phillips, Managing Director, Consulting is a member of the consulting team where she works directly with institutional investors on a variety of issues, including asset allocation, investment structure design and investment manager selection and monitoring. Before joining Rocaton in 2014, Emily spent over 7 years with Segal Rogerscasey as a Consultant working with an assortment of plan sponsors on their defined benefit and defined contribution plans. Emily earned a B.S. in Finance and a minor in French from Providence College, where she graduated magna cum laude.


31 May

Michael Fulvio

Michael Fulvio, Michael Fulvio, Managing Director, Consulting, is a member of the consulting team where he works directly with institutional investors on a variety of issues, including asset allocation, investment structure design and investment manager selection and monitoring. Michael joined Rocaton in 2007 as an Analyst in Rocaton’s consulting group. Michael earned an M.B.A. in Finance and Management from New York University’s Leonard N. Stern School of Business and a B.S. in Finance from Providence College.


31 May

Meriam Zandi

Meriam Zandi, Consultant, is a founder and Partner of Rocaton. Meriam joined Rocaton in 2002 after 10 years at Barra RogersCasey, where she served as a Managing Director and Senior Consultant. Meriam previously worked as an Actuarial Analyst with Towers Perrin. Meriam earned an M.B.A. in Finance at New York University’s Stern School of Business and a B.A. in Mathematics at the University of Pennsylvania.


31 May

Robin Pellish

Robin Pellish, Consultant, is a founder and Partner of Rocaton and serves as Chief Executive Officer. Robin joined Rocaton in 2002 after 13 years at Barra RogersCasey where she served as Senior Managing Director, responsible for strategic direction and management relating to all major aspects of the firm. Robin previously worked as a plan sponsor at Armtek Corporation and, in addition, worked in Corporate Treasury at both PepsiCo and General Motors. Robin earned an M.B.A. in Finance at the University of Chicago and a B.A. in Economics at Union College, where she graduated summa cum laude and was a member of Phi Beta Kappa.


31 May

Joe Nankof

Joe Nankof, Consultant, is a founder and Partner of Rocaton. Joe also leads Rocaton’s capital markets/asset allocation research effort. Joe joined Rocaton in 2002 after 7 years at Barra RogersCasey where he served as Managing Director and Head of Investment Consulting. In addition to serving on the Management Committee at Barra RogersCasey, Joe also spent a number of years as part of the firm’s Capital Markets Research team, which supported client asset allocation and asset liability studies. Joe spent the prior 8 years with Towers Perrin as a Consulting Actuary. Joe is an Associate of the Society of Actuaries and a member of the American Academy of Actuaries. Joe earned a B.S. in Economics and Applied Mathematics at the State University of New York at Stony Brook.


31 May

Alison Lonstein

Alison Lonstein, Consultant, is a Partner of Rocaton. Alison works directly with institutional investors on a wide range of investment issues, including asset allocation, investment structure design and investment manager selection and monitoring. Alison joined Rocaton in 2003 after completing several internships, one of which was with Rocaton. Alison earned a B.S.in Business Administration with a concentration in Finance from Bryant University.


29 May

Adam Wheat

Adam Wheat, Consultant, is a founder and Partner of Rocaton. Adam works directly with institutional investors including defined benefit and defined contribution plan sponsors on a wide range of investment issues. Adam is also actively involved in determining strategic objectives and guiding the implementation of key technology initiatives at Rocaton. Adam joined Rocaton in 2002 after one year at Barra RogersCasey, where he served as an Analyst in the Investment Consulting Group. Adam earned an A.B. in Economics from Muhlenberg College where he graduated Magna Cum Laude.


29 May

Christopher Lyon

Christopher Lyon, Consultant and Head of Defined Contribution, is a founder and Partner of Rocaton. In addition to serving as a senior consultant on a variety of client relationships, Chris leads Rocaton’s defined contribution initiatives. Chris is currently a member of the Executive Committee and the Operating Committee of the Defined Contribution Institutional Investment Association. Chris joined Rocaton in 2002 after six years at Barra RogersCasey where he served as Director, Investment Consulting and also led Barra RogersCasey’s defined contribution research effort. Chris is a holder of the CFA designation and a member of the CFA Institute and the New York Society of Security Analysts. Chris earned an M.B.A. in Finance and Marketing from New York University’s Stern School of Business and an A.B. in Economics from Muhlenberg College, where he graduated summa cum laude and was a member of Phi Beta Kappa.