Zofia Kaczmarczyk

4 Apr

Zofia Kaczmarczyk

Zofia Kaczmarczyk , Research Specialist, Defined Contribution Research, manages recordkeeper relationships and assists Defined Contribution clients with recordkeeping searches and fee benchmarking analyses. Prior to joining Rocaton in 2018, Zofia worked at Aon Hewitt as a Defined Contribution Consultant and at Bank of America Merrill Lynch as an Analyst within the Institutional Retirement and Benefit Services division. Zofia earned her B.A. in Economics and French from Rutgers University and is a CFA charterholder and a member of the CFA Institute and the CFA Society of New York.

2 Jun

Myles Meserve

Myles Meserve, Research Specialist, Defined Contribution Research, focuses on DC-specific investment manager research, and on DC-related consulting projects.  Myles joined Rocaton in 2013 as an Analyst in Rocaton’s consulting group after earning a B.A. in Economics at Union College.  Myles is a CFA charterholder and a member of the CFA Institute and Stamford CFA Society.


2 Jun

David Murad

David Murad, Managing Director, Asset Allocation, is a member of Rocaton’s capital markets/asset allocation team, where he conducts asset-liability studies and other client studies.  He also supports various research initiatives, including the development of Rocaton’s forward-looking capital market assumptions and outcomes-based and other analyses for Defined Contribution plans.  Prior to joining Rocaton in 2011, David spent 3 years with Buck Consultants, where he helped provide actuarial consulting services to organizations for their employees’ benefit plans.  David is a CFA charterholder, an Associate of the Society of Actuaries and a Chartered Enterprise Risk Analyst and earned a B.A. in Statistics at Rice University.


2 Jun

Scott Gerber

Scott Gerber, Director, Defined Contribution Business Development, is responsible for sales and marketing directly to plan sponsors. Scott joined Rocaton in 2016 and brings over 20 years’ experience working 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, Diversified Investment Advisors, Evaluation Associates, 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.


2 Jun

Jeri Savage

Jeri Savage, Defined Contribution Research, is a Partner of Rocaton and 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.


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.