Adam Wheat, Principal, 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.
Christopher Lyon, Principal. 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.
Christopher Cesare, Principal, joined Rocaton in 2002 after 6 years at Barra RogersCasey, where he served as Managing Director and Senior Consultant. Chris previously worked as a plan sponsor at United Parcel Service in Atlanta for 7 years. Chris earned an M.B.A. from Emory University and a B.S. with a major in Finance from the University of Connecticut.
Anne Buehl, Principal, joined Rocaton in 2002 after serving as a Managing Director and Senior Consultant at Barra RogersCasey for 9 years. Anne earned an M.B.A. from Columbia University and a B.A. in Applied Mathematics – Economics from Brown University.