Rocaton Investment Advisors

Description

Address: 20 Glover Ave, Norwalk, CT 06850 Phone: (203) 621-1700: : : : : Category: Website: Hours: Place name: : Website: http://www.rocaton.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Rocaton Investment Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Rocaton Investment Advisors Employees

Employee
Years
Job
Industry
Michael Bizzario Michael Bizzario Greater New York City Area Details
Michael Bizzario's Rocaton Investment Advisors Experience 2003 - 2006
Job Director of Operations at East River Energy
Industry Oil & Energy
Experience
Alpha Pipe Inc.   August 2014 - December 2014
UBS  2007 - 2013
Guggenheim Partners  2006 - 2007
Rocaton Investment Advisors   2003 - 2006
The Hartford  2002 - 2002
Arthur Andersen  September 1995 - August 2001

Skills
Oil & Gas Industry, Alternative Investments, Investments, Hedge Funds, Investment Strategies, Asset Allocation, Due Diligence, Portfolio Construction, Endowment Funds, Foundations, Family Office, Multi-family Investments, Insurance Companies, Pension Funds, Endowments, Wealth Management, Fund Of Funds, Asset Management, Financial Services, Strategy, Equities, Portfolio Management, Financial Advisory, Institutional..., Fixed Income, Institutional Investors, Investment Management, Investment Advisory, Portfolio Assessment, Financial Analysis, Financial Statements, CPA, MBA, Separately Managed..., Liquid Alternatives, Private Equity, Real Estate, Direct Lending

Education
Yale University - Yale School of Management   2001 — 2003
MBA, Finance

Fairfield University   1991 — 1995
B.S., Accounting; Minor - English

J. Tucker Rothmann J. Tucker Rothmann Greater New York City Area Details
J. Tucker Rothmann's Rocaton Investment Advisors Experience March 2015 - Present
Job Senior Analyst at Rocaton Investment Advisors
Industry Investment Management
Experience
Rocaton Investment Advisors   March 2015 - Present
Rocaton Investment Advisors   March 2013 - February 2015
Ithaca College  August 2010 - December 2012
Hertz  June 2012 - August 2012
Menemsha Galley   June 2004 - August 2012

Skills
Social Media, Social Media Marketing, Social Networking, French, Microsoft Office

Education
Ithaca College   2008 — 2012
Bachelor of Science, Business Administration

Ithaca College   2008 — 2012
Bachelor of Arts (Double Major), French and Francophone Studies

Pomfret School   2004 — 2008

Sameer Shelly Sameer Shelly Chapel Hill, North Carolina Details
Sameer Shelly's Rocaton Investment Advisors Experience January 2011 - June 2013
Job MBA Candidate at University of North Carolina KenanFlagler Business School
Industry Investment Management
Experience
T. Rowe Price  June 2014 - August 2014
Rocaton Investment Advisors   January 2011 - June 2013
Rocaton Investment Advisors   January 2008 - December 2011
Rocaton Investment Advisors   June 2007 - December 2008

Skills
Investments, Bloomberg, Fixed Income, Equity Research, Alternative Investments, Equities, Valuation, Asset Management, Hedge Funds

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Investments and Securities

Babson College   2003 — 2007
BS, Business Administration with a Concentration in Finance and Economics

St. John's High School

Michelle Mahmood Michelle Mahmood Greater New York City Area Details
Michelle Mahmood's Rocaton Investment Advisors Experience July 2013 - July 2015
Job Equities Performance Analyst at McLagan
Industry Financial Services
Experience
McLagan  September 2015 - Present
Rocaton Investment Advisors   July 2013 - July 2015
Student Managed Investment Fund  August 2012 - May 2013
American World Services Corporation  August 2012 - December 2012
Spencer Winston Securities   June 2012 - September 2012
Vilebrequin  May 2012 - June 2012
Kogod School of Business, American University  January 2010 - June 2012
RELERIENCE LLC   September 2010 - December 2010

Skills
Microsoft Excel 2007..., Microsoft Office, Python, Quantitative, Calculus, Cello, Bloomberg, ThomsonOne, Thomson One Banker, Corporate Finance, Financial Analysis, Market Research, Equities, Microsoft Excel, Analysis, Finance

Education
American University   2009 — 2013
Bachelor of Science (B.Sc.), Business, Language, Culture Studies

Universidad Adolfo Ibáñez   2011 — 2011
Commercial Engineering, Spanish

Paul Schramel Paul Schramel New York, New York Details
Paul Schramel's Rocaton Investment Advisors Experience April 2011 - April 2013
Job Research Analyst at JMC Asset Management
Industry Financial Services
Experience
JMC Asset Management   April 2013 - Present
Rocaton Investment Advisors   April 2011 - April 2013
Hidden Valley Club   March 2002 - April 2011
Cornell Cooperative Extension  June 2010 - December 2010
PAETEC  January 2008 - May 2008

Skills
Policy, Bloomberg, Microsoft Excel, PowerPoint, Consulting, Finance, Economics, Management, Investments, Equities, Fixed Income, Private Equity, Hedge Funds, Data Analysis, Microsoft Word, Microsoft Office, Public Speaking, Strategic Planning

Education
Cornell University   2006 — 2010
Bachelor of Science, Applied Economics and Management

Nicholas Beattie Nicholas Beattie New York, New York Details
Nicholas Beattie's Rocaton Investment Advisors Experience June 2012 - October 2014
Job Associate, Portfolio & Risk Analytics
Industry Financial Services
Experience
MSCI Inc.  October 2014 - Present
Rocaton Investment Advisors   June 2012 - October 2014
Daintree Advisors LLC  May 2011 - January 2012
Wainhouse Research  January 2008 - May 2011
Northwestern Mutual  April 2010 - August 2010

Skills
Microsoft Office, Economics, Asset Allocation, Social Media, PowerPoint, Analysis, Market Research, Marketing, Strategic Planning, Salesforce.com, Business Strategy, Competitive Analysis, Investment Theory, Money Management, Equity Research Analysis, Financial Modeling, Business, Microsoft Word, Portfolio Management, Microsoft Excel, Finance, Putting Out Fires

Education
Muhlenberg College   2008 — 2012
Bachelor of Science (BS), Global Economics, Political Science

Maastricht University   2010 — 2010

James Atcheson, CAIA James Atcheson, CAIA Greater New York City Area Details
James Atcheson, CAIA's Rocaton Investment Advisors Experience 2010 - 2013
Job Vice President at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC  February 2013 - Present
Rocaton Investment Advisors   2010 - 2013
Emory University, Goizueta   2009 - 2010
Fortress Group   2007 - 2009
Opus Trading Fund, LLC  2005 - 2007

Skills
Alternative Investments, Private Equity, Real Estate, Fund Of Funds, Finance, Trading, Mutual Funds, Financial Analysis, Asset Management, Portfolio Management

Education
Emory University - Goizueta Business School   2009 — 2010
M.B.A.

University of Georgia - Terry College of Business   2000 — 2004
BBA

Dina Showah Dina Showah Greater New York City Area Details
Dina Showah's Rocaton Investment Advisors Experience March 2008 - March 2010
Job Analyst at Innisfree M&A
Industry Financial Services
Experience
Innisfree M&A   May 2013 - Present
GE Asset Management  October 2010 - May 2013
Managers Investment Group  March 2010 - October 2010
Rocaton Investment Advisors   March 2008 - March 2010

Skills
Hedge Funds, Bloomberg, Financial Risk, Bonds, Project Finance, Emerging Markets, Microsoft Excel

Education
Fairfield University   2004 — 2008
Bachelor of Science, Finance

Matthew Maleri Matthew Maleri Greater New York City Area Details
Matthew Maleri's Rocaton Investment Advisors Experience April 2015 - Present
Job Partner at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   April 2015 - Present
Rocaton Investment Advisors   January 2014 - March 2015
Rocaton Investment Advisors   January 2013 - December 2013
Rocaton Investment Advisors   January 2011 - December 2012
Rocaton Investment Advisors   January 2010 - December 2010
Rocaton Investment Advisors   June 2008 - December 2009

Skills
Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Portfolio Management, Investment Strategies

Education
Sacred Heart University   2010 — 2012
MBA, Finance

Sacred Heart University   2004 — 2008
BS, Business Administration

Gennadiy Ryskin Gennadiy Ryskin Greater New York City Area Details
Gennadiy Ryskin's Rocaton Investment Advisors Experience June 2006 - June 2012
Job Associate at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services  July 2015 - Present
Wheeling Forward   October 2011 - Present
J.P. Morgan   October 2014 - May 2015
Tudor, Pickering, Holt & Co.   March 2014 - August 2014
Office of the Chief Scientist (Ministry of Economy)   September 2012 - June 2013
Rocaton Investment Advisors   June 2006 - June 2012

Skills
Equity Research, Strategic Consulting, Corporate Finance, Asset Management, Capital Markets, Investment Advisory, Non-profit..., Due Diligence

Education
NYU Stern School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance & Accounting

Bentley University
Bachelor of Science (B.S.), Finance, Minor in Law

Kyle Rozanitis Kyle Rozanitis Greater New York City Area Details
Kyle Rozanitis's Rocaton Investment Advisors Experience June 2014 - Present
Job Sales & Marketing Analyst at Rocaton Investment Advisors
Industry Investment Management
Experience
Rocaton Investment Advisors   June 2014 - Present
Merrill Lynch  September 2013 - December 2013
Merrill Lynch  September 2012 - December 2012
Computer Programs, Inc.   May 2011 - July 2012

Skills
Financial Analysis, Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, SPSS, Marketing, Bloomberg Terminal, Microeconomics, Macroeconomics, Futures Trading, Accounting, Social Media, Public Speaking

Education
Fairfield University   2010 — 2014
Bachelor of Science (B.S.), Finance

Kelsey McHugh Kelsey McHugh Norwalk, Connecticut Details
Kelsey McHugh's Rocaton Investment Advisors Experience July 2014 - Present
Job Investment Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   July 2014 - Present
Villanova University  August 2010 - May 2014
Primary Insight, LLC  May 2013 - August 2013
The Richman Group  May 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg Terminal, SharePoint, Research, Investments, Social Media

Education
Villanova University   2010 — 2014
Bachelor Of Business Admin, Finance

CIEE Study Abroad - Seville, Spain   2012 — 2012
Fall 2012 semester, Finance, Spanish, International Business, Junior

Choate Rosemary Hall   2006 — 2010

John Nawrocki John Nawrocki Greater New York City Area Details
John Nawrocki's Rocaton Investment Advisors Experience August 2011 - Present
Job Managing Director, Investment Solutions at Rocaton Investment Advisors
Industry Investment Management
Experience
Rocaton Investment Advisors   August 2011 - Present
RogersCasey  September 2001 - October 2011

Skills
Fixed Income, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies

Education
New York University   1998 — 2001
MBA, Finance and Operations Management

New York University - Leonard N. Stern School of Business   1986 — 1990

Alison Lonstein Alison Lonstein Greater New York City Area Details
Alison Lonstein's Rocaton Investment Advisors Experience April 2015 - Present
Job Partner, Consulting at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   April 2015 - Present
Rocaton Investment Advisors   September 2011 - March 2015
Rocaton Investment Advisors   January 2010 - August 2011
Rocaton Investment Advisors   2007 - 2009
Rocaton Investment Advisors   2006 - 2006
Rocaton Investment Advisors   December 2004 - 2006
Rocaton Investment Advisors   June 2003 - December 2004

Education
Bryant University   1999 — 2003
Finance

Todd Lusk, CAIA Todd Lusk, CAIA Greater New York City Area Details
Todd Lusk, CAIA's Rocaton Investment Advisors Experience November 2013 - Present
Job Director at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   November 2013 - Present
JP Morgan  June 2008 - March 2011
Bear Stearns  September 2005 - June 2008
Neuberger Berman  November 2004 - September 2005
Goldman Sachs  January 2000 - August 2002

Skills
Hedge Funds, Prime Brokerage, Securities, Equities, Alternative Investments, Financial Services, Leadership, Microsoft Excel, Business Analysis, CRM, Management, Fixed Income, Relationship Management, Bloomberg, Investment Banking, Client Service, Derivatives, Options, Middle Office, Client Services, Excel, Relationship Development, Client Relationship..., People Management, Operations, Project Delivery, Operational Due...

Education
Jones Graduate School of Business, Rice University   2002 — 2004
MBA, Finance

Boston College   1993 — 1997
BA, Economics

Sabrina Friend Sabrina Friend Westport, Connecticut Details
Sabrina Friend's Rocaton Investment Advisors Experience June 2015 - Present
Job Investment Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   June 2015 - Present
Sellinger Applied Portfolio Class   September 2014 - January 2015
Optima Fund Management  May 2014 - August 2014
Loyola University Maryland, Fixed Income Securities Course   September 2013 - December 2013
Loyola University Maryland, Equity Securities: Valuation & Markets Course   September 2013 - December 2013
Sealed Air Corporation  June 2010 - August 2010
Longshore Parks and Recreation   2009 - 2010
Westport News  June 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Bloomberg Terminal

Education
Loyola College in Maryland   2011 — 2015
Bachelor of Business Administration (BBA), Finance, General Economics, Minor

Staples High School   2008 — 2011

Kelley McWilliams, CFA Kelley McWilliams, CFA Darien, Connecticut Details
Kelley McWilliams, CFA's Rocaton Investment Advisors Experience January 2015 - Present
Job Director, Fixed Income Research at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   January 2015 - Present
Rocaton Investment Advisors   July 2013 - Present
Barclays Investment Bank  2008 - 2011
Lehman Brothers  2002 - 2008

Skills
Interest Rate..., Municipal Bonds, Swaps, Options, Bloomberg, Bonds

Education
Duke University   1998 — 2002
Bachelor of Science (BS)

CFA Institute
Chartered Financial Analyst

Chris Lyon, CFA Chris Lyon, CFA Greater New York City Area Details
Chris Lyon, CFA's Rocaton Investment Advisors Experience 2002 - Present
Job Partner at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   2002 - Present
Barra RogersCasey  1996 - 2002

Education
NYU Stern School of Business
Master of Business Administration (MBA), Finance and Marketing

Muhlenberg College
AB in Economics, Finance Concentration

Thomas D. Sullivan Thomas D. Sullivan Spring Lake, New Jersey Details
Thomas D. Sullivan's Rocaton Investment Advisors Experience June 2011 - February 2012
Job Contract Specialist at U.S. Army Contracting Command
Industry Defense & Space
Experience
U.S. Army Contracting Command   January 2013 - Present
Rocaton Investment Advisors   June 2011 - February 2012
Direct Wines  June 2010 - June 2011
Merrill Lynch  July 2010 - September 2010
Bridgeport Soundtigers  January 2010 - May 2010

Skills
Finance, Outlook, Fundraising, Management, Microsoft Office, Financial Modeling, Event Planning, Public Speaking, Social Media, Sports Management, Sales, Strategic Financial..., Market Research, Budgets, Research, Accounting, PowerPoint, Economics, Investments, Public Relations, Financial Analysis, Corporate Finance, Microsoft Word, Microsoft Excel, Event Management, Data Analysis, Facebook, Leadership, Valuation, Marketing Strategy, Strategic Planning, Business Analysis, Team Leadership, Advertising, Analysis, Bloomberg, Customer Service, Account Management, Financial Reporting, Social Networking, Access, Teamwork, Marketing

Education
Sacred Heart University   2007 — 2011
BS, Finance and Economics

Erica Wolf Erica Wolf Greater New York City Area Details
Erica Wolf's Rocaton Investment Advisors Experience October 2011 - Present
Job Director / Equity Research at Rocaton Investment Management Advisors
Industry Investment Management
Experience
Rocaton Investment Advisors   October 2011 - Present
Towers Watson  November 2004 - October 2011
Northern Trust Global Investments  November 1998 - November 2004
PIMCO  September 1995 - November 1998

Skills
Equities, Product Development, Due Diligence, Investment Management, Investments, Analysis, Portfolio Management, Alternative Investments, Management

Education
Pace University   1995 — 1998
1998, MBA, Investment Management

Pace University   1991 — 1995
BBA, Finance, Ecomomics and Accounting

Emily Boccuzzi Emily Boccuzzi Greater New York City Area Details
Emily Boccuzzi's Rocaton Investment Advisors Experience September 2014 - Present
Job Director, Consulting at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   September 2014 - Present
Segal Rogerscasey  April 2014 - September 2014
Segal Rogerscasey  October 2011 - March 2014
Segal Advisors  June 2007 - September 2011

Education
Providence College   2003 — 2007
Bachelor, Finance, with a minor in French

Lauren Harmon, CFA Lauren Harmon, CFA Greater New York City Area Details
Lauren Harmon, CFA's Rocaton Investment Advisors Experience July 2011 - December 2011
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Columbia Business School  August 2014 - Present
MFS Investment Management  June 2015 - August 2015
GE Asset Management  December 2011 - June 2014
Rocaton Investment Advisors   July 2011 - December 2011
Rocaton Investment Advisors   September 2009 - July 2011
Towers Perrin  March 2009 - September 2009
Merrill Lynch  May 2008 - July 2008
Precious Cargo  April 2000 - August 2006

Skills
Bloomberg, Investments, Asset Managment, Portfolio Management, Strategic Financial..., Finance, Asset Management, Financial Analysis, Investment Management, Alternative Investments, Risk Management, Financial Risk, Due Diligence, Financial Markets, Analysis

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (MBA)

Wake Forest University   2004 — 2008
BS, BA, Business, Psychology

Chris Trapp Chris Trapp Greater New York City Area Details
Chris Trapp's Rocaton Investment Advisors Experience September 2010 - February 2011
Job M&A Account Executive at Intralinks
Industry Capital Markets
Experience
Intralinks  December 2013 - Present
S&P Capital IQ  February 2013 - December 2013
S&P Capital IQ  January 2012 - January 2013
S&P Capital IQ  March 2011 - January 2012
Rocaton Investment Advisors   September 2010 - February 2011

Skills
Fixed Income, Bloomberg, Financial Modeling, Equities, Investments, Valuation, Capital Markets, Financial Markets, Financial Analysis, Alternative Investments, Capital IQ, Asset Managment, Portfolio Management, Microsoft Excel, Securities, Mutual Funds, Financial Services, Relationship Management, Finance, Wealth Management, Investment Management, Market Data, Credit Risk, Investment Banking, Asset Management, Mergers, Salesforce.com

Education
Muhlenberg College   2006 — 2010
BA, Finance, Business Administration

Universiteit Maastricht   2009 — 2010
International Business

Diane Improta Diane Improta Norwalk, Connecticut Details
Diane Improta's Rocaton Investment Advisors Experience June 2014 - Present
Job Managing Director at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   June 2014 - Present
Hewitt EnnisKnupp, Inc.   November 1998 - June 2014
Segal Advisors  February 1996 - November 1998
Evaluation Associates  1986 - 1996

Skills
Defined Benefit, Defined Contribution, Pensions, 403 b, 401k, Asset Allocation, Retirement, Investment Strategies, Mutual Funds, Investment Advisory, Investment Management, Investments, Retirement Plan..., Pension Funds, Pension Administration, Asset Management, Equities, Alternative Investments

Education
Lynchburg College   1981 — 1985
BA

Wilton High School   1978 — 1981

Christopher Cesare Christopher Cesare Milford, Connecticut Details
Christopher Cesare's Rocaton Investment Advisors Experience April 2002 - Present
Job Partner at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   April 2002 - Present
BARRA RogersCasey  1996 - March 2002
UPS  1989 - 1996

Education
The University of Connecticut   1985 — 1989

Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)

Adam Wheat Adam Wheat Greater New York City Area Details
Adam Wheat's Rocaton Investment Advisors Experience April 2002 - Present
Job Partner at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   April 2002 - Present
BARRA Rogers Casey   July 2001 - April 2002

Skills
Investments, Asset Allocation, Investment Advisory, Alternative Investments, Investment Management, Institutional..., Hedge Funds, Fixed Income, Asset Management, Investment Strategies, Fund Of Funds, Mutual Funds, Private Equity, Portfolio Management, Capital Markets, Valuation, Due Diligence, Financial Modeling, Economics, Securities, Retirement Planning, Equities, 401k, Defined Contribution, Defined Benefit

Education
Muhlenberg College   1998 — 2001
AB, Economics, (Magna Cum Laude)

Tony D'Ambrosia Tony D'Ambrosia New York, New York Details
Tony D'Ambrosia's Rocaton Investment Advisors Experience September 2012 - October 2013
Job Net Leased Properties Group
Industry Real Estate
Experience
Marcus & Millichap  May 2014 - Present
N and D Sports Inc   January 2005 - May 2014
Rocaton Investment Advisors   September 2012 - October 2013
Two Mules Moving LLC   June 2009 - October 2012
Oppenheimer & Co.   June 2011 - August 2011
Baldrige Asset Management   January 2011 - June 2011
The Digital Amplifier Company   April 2010 - January 2011

Skills
Market Research, Research, Microsoft Office, PowerPoint, Investments, Microsoft Excel, Sales, Social Media, Bloomberg, Data Analysis, NHL, Leadership, Fixed Income

Education
Muhlenberg College   2008 — 2012
B.A., Business-Finance Double Major

Maastricht University   2010 — 2010
Bachelor of Arts, International Business

Hamden Hall Country Day School   2004 — 2008
High School

Amy Vicenzi Amy Vicenzi Westport, Connecticut Details
Amy Vicenzi's Rocaton Investment Advisors Experience July 2014 - Present
Job Investment Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   July 2014 - Present
Student Managed Investment Fund  January 2014 - May 2014
Providence College  November 2013 - May 2014
Gap Inc./Gap   April 2010 - April 2014
Westport Capital Markets, LLC   May 2013 - August 2013
DFJ Esprit   February 2013 - April 2013
Ben & Jerry's   March 2008 - November 2009

Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Windows, Outlook, Bloomberg Terminal, Time Management, Entrepreneurship, International Exposure, Facebook, Teamwork

Education
Providence College   2010 — 2014
Bachelor's Degree, Finance, Economics, Cum Laude, GPA: 3.66

Boston University London
Finance, Economics

Academy of Our Lady of Mercy, Lauralton Hall   2006 — 2010

Jillian Wollman Jillian Wollman East Berlin, Connecticut Details
Jillian Wollman's Rocaton Investment Advisors Experience June 2015 - Present
Job Sales and Marketing Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   June 2015 - Present
Merrill Lynch  June 2014 - May 2015
Fairfield University  September 2011 - May 2015
Fairfield University  February 2013 - January 2015
Bridgeport Sound Tigers/New York Islanders   June 2013 - September 2013
City of Middletown  June 2012 - September 2012
City of Middletown  June 2011 - September 2011

Skills
Microsoft Excel, Multitasking Skills, Microsoft Word, Team Leadership, Social Media, Organization, Personal Responsibility, PowerPoint, Database queries in..., Layered image editing, user interface design..., web design, Microsoft Office

Education
Fairfield University   2011 — 2015

Mercy High School   2007 — 2011
High School Diploma or GED

Michael Harmon Michael Harmon Shippensburg, Pennsylvania Details
Michael Harmon's Rocaton Investment Advisors Experience October 2015 - Present
Job Investment Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   October 2015 - Present
Cornerstone Advisors Asset Management, Inc.   May 2015 - May 2015
Gettysburg College  2014 - 2015
Gettysburg College  2011 - 2015
Make Some Noise Foundation - (Pediatric Cancer)   May 2014 - September 2014
Atlantic USA Incorporated   July 2014 - July 2014
United States Military Academy  June 2013 - July 2014
United States Naval Academy  June 2012 - July 2013

Skills
Strategic Negotiations, Leadership, Public Speaking, Organizational..., Research, Project Management, Microsoft Office, Negotiation, Conflict Resolution, Management, Fundraising

Education
Gettysburg College   2011 — 2015
Bachelor's Degree, Organizational Management Studies (OMS) Minor in Business Administration, 3.25

Rick DeAngelo, PMP Rick DeAngelo, PMP Tampa, Florida Details
Rick DeAngelo, PMP's Rocaton Investment Advisors Experience 2005 - 2007
Job PMO Project Manager | IT Project Manager | Compliance | Technology | Project Scoping | Risk Management | Team Building
Industry Banking
Experience
Suncoast Credit Union  April 2013 - Present
AMG Funds  2007 - January 2013
Rocaton Investment Advisors   2005 - 2007
Lockheed Martin Corporation  2001 - 2005
PowerOne Media  2000 - 2001
Corning Incorporated  1998 - 2000

Skills
Project Management, VMware, Windows Server, Active Directory, Virtualization, Vendor Management, System Administration, SharePoint, MS Project, Risk Management, Corporate Governance, Compliance, Cloud Computing, Project Planning, Agile Project Management, IT Strategy, Integration

Education
Nova Southeastern University   1996 — 1999
M.S.

State University of New York College at Purchase   1989 — 1992
B.A.

Pierre Barthelemy Pierre Barthelemy Bridgeport, Connecticut Details
Pierre Barthelemy's Rocaton Investment Advisors Experience April 2014 - June 2014
Job Database Analyst at St. Vincent's Hospital
Industry
Experience
St. Vincent's Hospital   June 2014 - Present
Rocaton Investment Advisors   April 2014 - June 2014
ADP  November 2013 - April 2014
Fairfield University  August 2010 - May 2013
Fairfield University  May 2012 - August 2012
Sodexo  2009 - August 2011

Skills
Microsoft Office, French, SPSS, Catering, Event Planning, Microsoft Word, Social Media, Microsoft Excel, PowerPoint, Higher Education, Social Networking

Education
Fairfield University   2009 — 2013
Bachelor of Arts (B.A.), Psychology

Kyle LaVecchia Kyle LaVecchia Darien, Connecticut Details
Kyle LaVecchia's Rocaton Investment Advisors Experience January 2014 - Present
Job Investment Analyst at Rocaton Investment Advisors
Industry Higher Education
Experience
Rocaton Investment Advisors   January 2014 - Present
Skidmore College  August 2012 - December 2013
Skidmore College  August 2010 - December 2013
Rockefeller Archive Center  June 2013 - August 2013
Rattet Pasternak   June 2012 - July 2012
Skidmore College  August 2011 - May 2012
Skidmore College  August 2011 - May 2012
New York Stock Exchange Euronext Bootcamp   June 2011 - July 2011
Darien High School  2006 - 2010

Skills
Marketing, Analysis, Mediation, Program Management, Microsoft Office, Nonprofits, PowerPoint, Editing, Sports, Spanish, Community Outreach, Polo, Rowing, Asset Allocation, Mutual Funds, Investment Strategies, Separately Managed..., Event Planning, Public Speaking, Research, Social Media, Data Analysis, Microsoft Excel

Education
Skidmore College   2010 — 2014
B.A, History and Government, Graduating

Darien High School   2006 — 2010

David Katz David Katz Greater New York City Area Details
David Katz's Rocaton Investment Advisors Experience April 2002 - June 2011
Job President & COO at Larch Lane Advisors LLC
Industry Financial Services
Experience
Larch Lane Advisors LLC  June 2011 - Present
Rocaton Investment Advisors   April 2002 - June 2011
Barra RogersCasey  April 1997 - April 2002
Goldman, Sachs & Co.   August 1989 - April 1997

Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Financial Advisory, Funding, Financial Structuring, Management, Asset Management, Equities, Asset Allocation, Fixed Income, Negotiation

Education
New York University - Leonard N. Stern School of Business   1991 — 1995
MBA, Finance

University of Pennsylvania   1985 — 1989
BA, American History

Myles Meserve Myles Meserve Greater New York City Area Details
Myles Meserve's Rocaton Investment Advisors Experience March 2015 - Present
Job Senior Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   March 2015 - Present
Rocaton Investment Advisors   July 2013 - February 2015
Business Insider  June 2012 - August 2012
NEPC  June 2011 - August 2011

Education
Union College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Drew Shives Drew Shives Greater New York City Area Details
Drew Shives's Rocaton Investment Advisors Experience September 2011 - Present
Job Investment Analyst at Rocaton Investment Advisors
Industry Research
Experience
Rocaton Investment Advisors   September 2011 - Present
Gettysburg College  September 2010 - May 2011
The Gables Historic Inn & Restaurant   January 2010 - January 2011
Merrill Lynch Wealth Management  October 2010 - December 2010
Morgan Stanley Smith Barney  August 2010 - August 2010
McKinsey & Company  January 2010 - January 2010
Bisque Restaurant   January 2008 - January 2009

Skills
Economics, Econometrics, Experimental Economics, Experimental Design, Japanese, Multivariate Statistics, Linear Regression

Education
Gettysburg College   2007 — 2011
Bachelor of Arts, Economics

Joseph Sindelar Joseph Sindelar Greater New York City Area Details
Joseph Sindelar's Rocaton Investment Advisors Experience June 2013 - September 2014
Job Investment Analyst at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management  September 2015 - Present
FLAG Capital Management, LLC  September 2014 - Present
Rocaton Investment Advisors   June 2013 - September 2014
JPMorgan Chase  June 2012 - August 2012
Clearbrook Investment Consulting  May 2011 - August 2011
University of Rochester  September 2010 - December 2010
University of Fairfield   June 2010 - August 2010

Education
University of Rochester   2009 — 2013
Bachelor of Arts, Economics and Business·

City University London   2012 — 2012
Study Abroad

New Canaan High School   2005 — 2009
High School Diploma

Reema Mukheja Reema Mukheja Greater New York City Area Details
Reema Mukheja's Rocaton Investment Advisors Experience October 2002 - June 2006
Job Consultant Relations at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC  March 2015 - Present
Babson Capital Management  March 2010 - March 2015
Wellington Management  June 2007 - August 2007
Rocaton Investment Advisors   October 2002 - June 2006

Education
The University of Chicago Booth School of Business   2006 — 2008
MBA

The University of Chicago   1998 — 2002
B.A.

Beth DeLalla Beth DeLalla Greater New York City Area Details
Beth DeLalla's Rocaton Investment Advisors Experience Director, US Equity ResearchRogersCasey1991 - 2002
Job Partner, US Equity Research at Rocaton Investment Advisors and Owner, Rocaton Investment Advisors
Industry Research
Experience
Rocaton Investment Advisors   Director, US Equity ResearchRogersCasey1991 - 2002

Education
Fordham University   1982 — 1986
BS, Finance

Andrea McGee, CFA Andrea McGee, CFA Stamford, Connecticut Details
Andrea McGee, CFA's Rocaton Investment Advisors Experience August 2014 - Present
Job Director Alternative Investments at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   August 2014 - Present
Helmsley Charitable Trust  April 2013 - August 2014
Self Employed  September 2009 - February 2013
Spring Moutain Capital, LP   December 2005 - September 2009
TIAA-CREF  June 2004 - December 2005

Skills
Hedge Funds, Equities, Bloomberg, Valuation, Alternative Investments, Capital Markets, Financial Modeling, Fixed Income, Private Equity, Portfolio Management, Investment Banking, Asset Managment, Investments, Emerging Markets, Equity Research, Fund Of Funds

Education
Cornell University   2000 — 2004
BS, Policy Analysis and Management

Carla Haugen Carla Haugen Greater New York City Area Details
Carla Haugen's Rocaton Investment Advisors Experience ConsultantData Resources, Inc.1976 - 1978
Job Partner at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   ConsultantData Resources, Inc.1976 - 1978

Education
University of Minnesota-Twin Cities   1972 — 1976
Math, Economics, Statistics

Section H

Kerri McKeever, CFA Kerri McKeever, CFA Greater Boston Area Details
Kerri McKeever, CFA's Rocaton Investment Advisors Experience October 2006 - May 2008
Job Institutional Relationship Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments  August 2013 - Present
Pioneer Investments  August 2009 - August 2013
Babson College  May 2008 - May 2009
Rocaton Investment Advisors   October 2006 - May 2008
Income Research & Management  January 2005 - July 2006
Eastern Bank  2002 - 2005

Skills
Bloomberg, Fixed Income, Investments, Equities, Asset Management, Factset, Institutional Investors, Alternative Investments, Asset Allocation, Financial Analysis, Finance, Institutional..., Mutual Funds, Portfolio Management, Series 7, Valuation

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2009
MBA, Finance

Babson College   1998 — 2002
Bachelor of Science (BS), Finance

Diana Kaschub Winalski Diana Kaschub Winalski Greater New York City Area Details
Diana Kaschub Winalski's Rocaton Investment Advisors Experience October 2005 - December 2007
Job Director, 401(k) Investments at Xerox Corporation
Industry Financial Services
Experience
Xerox Corporation  July 2008 - Present
Rocaton Investment Advisors   October 2005 - December 2007
Wellington Management  October 1999 - January 2005
Fidelity Investments  September 1997 - October 1999
Fidelity Investments  August 1995 - September 1997
Fidelity Investments  August 1993 - July 1995

Skills
Fixed Income, Portfolio Management, Mutual Funds, Asset Allocation, Hedge Funds, Investments, Analysis, Retirement, Asset Management

Education
Boston University Questrom School of Business   1995 — 1998
MBA, Finance/Marketing

Simmons College   1989 — 1993
BA, Finance/Economics

Institut D'Etudes European - Paris   1992 — 1992
Semester Abroad, French

New Canaan High School

Sean McCoy Sean McCoy Greater New York City Area Details
Sean McCoy's Rocaton Investment Advisors Experience September 2005 - April 2008
Job Investec Asset Management
Industry Investment Management
Experience
Investec Asset Management  July 2014 - Present
InterSec Research  April 2008 - June 2014
Rocaton Investment Advisors   September 2005 - April 2008
Bank of Ireland Asset Management  2002 - August 2005

Education
Fairfield University   1998 — 2002

Georgetown Prep   1994 — 1998

Andrew Wolpert Andrew Wolpert Greater New York City Area Details
Andrew Wolpert's Rocaton Investment Advisors Experience February 2008 - May 2008
Job Commodity Derivatives at Amerex Energy Services
Industry Investment Management
Experience
Amerex Energy Services  July 2015 - Present
AC Investment Management LLC   May 2007 - May 2015
Rocaton Investment Advisors   February 2008 - May 2008

Education
Quinnipiac University
Finance, Finance and Economics

J. Andrew Seidel, CFA, CAIA J. Andrew Seidel, CFA, CAIA Greater New York City Area Details
J. Andrew Seidel, CFA, CAIA's Rocaton Investment Advisors Experience January 2012 - November 2012
Job Analyst at SKY Harbor Capital Management, LLC
Industry Financial Services
Experience
SKY Harbor Capital Management, LLC  September 2012 - Present
Rocaton Investment Advisors   January 2012 - November 2012
Rocaton Investment Advisors   January 2008 - December 2011
Rocaton Investment Advisors   January 2007 - December 2008
Rocaton Investment Advisors   March 2005 - December 2006
SinusPharma   June 2003 - September 2003
Openwave  June 2001 - October 2002
Forquest Mobile Ventures   June 2000 - June 2001

Skills
Investments, Product Management, Fixed Income, Asset Managment, Portfolio Management, Product Requirements, Software Product..., Mobile Devices, Bloomberg, Strategic Partnerships, Product Development, Alternative Investments, Mobile Technology, Asset Allocation, Asset Management, Due Diligence, Entrepreneurship, Fixed Income Analysis, Hedge Funds, Investment Management, Mutual Funds

Education
University of California, Santa Barbara   2001 — 2004
B.S., Computer Engineering

Michael Barron Michael Barron Greater New York City Area Details
Michael Barron's Rocaton Investment Advisors Experience June 2004 - November 2008
Job Head of Research at Protege Partners
Industry Investment Management
Experience
Protege Partners  June 2012 - Present
Revere Capital Advisors   September 2010 - June 2012
Align Advisers   January 2010 - September 2010
Uhuru Capital Management   December 2008 - December 2009
Rocaton Investment Advisors   June 2004 - November 2008

Education
Quinnipiac University - School of Business   2000 — 2004
Bachelor of Science, Finance - Minor in Economics

Robert Kennelley Robert Kennelley Greater New York City Area Details
Robert Kennelley's Rocaton Investment Advisors Experience June 2014 - Present
Job Director Alternative Investments
Industry Financial Services
Experience
Rocaton Investment Advisors   June 2014 - Present
Rocaton Investment Advisors   September 2012 - June 2014
Rogge Global Partners  October 2011 - December 2011
HSBC Securities  June 2011 - August 2011
Deutsche Bank Securities  July 2009 - August 2010
Deutsche Bank Securities  May 2006 - June 2009

Skills
Financial Modeling, Language Skills, Credit Analysis, Emerging Markets, Valuation, Fixed Income, Capital Markets, Asset Management, Equities, Alternative Investments

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
MBA

Princeton University   2002 — 2006
B.A.

Beijing Normal University   2004 — 2004
Level II Certification

International School of Kuala Lumpur   2000 — 2002
International Baccalaureate

Tristan Spencer Toomey Tristan Spencer Toomey Greater New York City Area Details
Tristan Spencer Toomey's Rocaton Investment Advisors Experience March 2013 - September 2013
Job Portfolio Manager at University of Washington, Michael G. Foster School of Business
Industry Investment Management
Experience
University of Washington  March 2015 - Present
University of Washington, Michael G. Foster School of Business   April 2014 - Present
University of Washington  September 2013 - Present
Cisco  June 2014 - August 2014
Puget Sound Energy  January 2014 - April 2014
Rocaton Investment Advisors   March 2013 - September 2013
Rocaton Investment Advisors   June 2008 - March 2013

Skills
Bloomberg, Equities, Investments, Due Diligence, Fixed Income, Fixed Income Research, BondEdge, Microsoft Office, Valuation, Asset Allocation, Investment Strategies, Financial Analysis, Strategic Financial..., Financial Markets, Fund Of Funds, Hedge Funds, Financial Modeling, Mutual Funds, Private Equity, Fixed Income Analysis, Investment Management, Portfolio Management, Asset Management, Capital IQ

Education
University of Washington, Michael G. Foster School of Business   2013 — 2015
Master of Business Administration (MBA)

Quinnipiac University   2004 — 2008
BA, Economics

Staples High School   2000 — 2004

Timothy Jackson, CFA Timothy Jackson, CFA Greater New York City Area Details
Timothy Jackson, CFA's Rocaton Investment Advisors Experience 2002 - 2007
Job Partner at Stormfield Capital Management
Industry Investment Management
Experience
Stormfield Capital Management   March 2015 - Present
Western Connecticut State University  March 2015 - Present
Gapstow Capital Partners  March 2015 - July 2015
Gapstow Capital Partners  April 2009 - March 2015
Barclays Global Investors  February 2007 - March 2009
Rocaton Investment Advisors   2002 - 2007
Barra Rogers Casey   2001 - 2001
Northern Trust Global Investments  1998 - 2001

Skills
Hedge Funds, Asset Managment, Fund Of Funds, Asset Allocation, Alternative Investments, Private Equity, Family Office, Commodity, Portfolio Management, Equities, Investments, Asset Management, Investment Management, Capital Markets, Mutual Funds

Education
The University of Connecticut School of Business   1998 — 2001
MBA, Finance

Maine Maritime Academy   1993 — 1997
B.S.

Christian Karolus Christian Karolus Greater New York City Area Details
Christian Karolus's Rocaton Investment Advisors Experience June 2004 - June 2006
Job Senior Accountant at FLAG Capital Management, LLC
Industry Investment Management
Experience
FLAG Capital Management, LLC  October 2010 - Present
J.H. Whitney Investment Management   July 2006 - October 2010
Rocaton Investment Advisors   June 2004 - June 2006

Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Managment, Equities, Due Diligence, Bloomberg, Investments, Private Equity, Valuation, Financial Modeling, Financial Analysis, Mutual Funds, Investment Management

Education
The University of Connecticut School of Business   2010 — 2013
MBA

Siena College   2000 — 2004
B.S.

Gary Veerman Gary Veerman New York, New York Details
Gary Veerman's Rocaton Investment Advisors Experience May 2005 - December 2010
Job Managing Director at Blackrock
Industry Investment Management
Experience
BlackRock  February 2014 - Present
Legal & General Investment Management America  December 2012 - December 2013
Legal & General Investment Management America  December 2010 - December 2012
Rocaton Investment Advisors   May 2005 - December 2010
Weston Capital Management  June 2004 - May 2005
Rocaton Investment Advisors   May 2002 - June 2004

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Portfolio Management, Fund Of Funds, Bloomberg, Pensions, Investments, Investment Management, Equities, Asset Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2000 — 2001
M.S. (Honors), Global Financial Analysis

West Virginia University   1996 — 2000
BSBA (Magna Cum Laude), Finance

James Quinn James Quinn Greater New York City Area Details
James Quinn's Rocaton Investment Advisors Experience 2014 - Present
Job Sales and Marketing Specialist at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   2014 - Present
BlackRock  2013 - 2014
BlackRock  January 2010 - December 2012
BlackRock  August 2007 - December 2009
BlackRock  January 2005 - July 2007

Skills
Customer Service, Series 7, Mutual Funds, 401k, Defined Contribution, Asset Management, Retirement, Series 63, Investment Management, Fixed Income, Investments, Equities, Financial Services, Series 6, Fund Of Funds, Client Services, Qualified Retirement..., Finance, Asset Allocation, Microsoft Excel, ETFs

Education
Bates College   2000 — 2004
Economics

Kent School   1997 — 2000

Ryan Grabinski Ryan Grabinski Greater New York City Area Details
Ryan Grabinski's Rocaton Investment Advisors Experience January 2012 - April 2013
Job Research Associate at Strategas Research Partners
Industry Investment Management
Experience
Strategas Research Partners  May 2013 - Present
Rocaton Investment Advisors   January 2012 - April 2013
Rocaton Investment Advisors   July 2010 - December 2011
Barnum   2009 - 2009

Skills
Bloomberg, Equities, PowerPoint, Fixed Income, Asset Allocation, Excel, Word

Education
Bentley University   2006 — 2010
Bachelor of Science, Finance

Roger Fenningdorf Roger Fenningdorf Greater New York City Area Details
Roger Fenningdorf's Rocaton Investment Advisors Experience Managing DirectorBarra RogersCaseyJune 1994 - March 2002
Job Partner at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   Managing DirectorBarra RogersCaseyJune 1994 - March 2002

Education
Yale University - Yale School of Management   1992 — 1994
MBA, Finance

Tufts University   1984 — 1988
B.A., Economics

Cranbrook

Cranbrook

Cranbrook

Matthias Hunkeler Matthias Hunkeler Chapel Hill, North Carolina Details
Matthias Hunkeler's Rocaton Investment Advisors Experience June 2008 - August 2008
Job MBA Candidate, UNC KenanFlagler Business School
Industry Information Technology and Services
Experience
FactSet  September 2013 - July 2015
FactSet  October 2012 - September 2013
FactSet Research Systems  February 2011 - October 2012
Meredith Portfolio Management   June 2009 - August 2009
Rocaton Investment Advisors   June 2008 - August 2008
Rocaton Investment Advisors   June 2007 - August 2007

Skills
Fixed Income, Economics, Quantitative Analytics, Valuation, Hedge Funds, Portfolio Management, Derivatives, Financial Markets, Investment Banking, Financial Analysis, Investments, Asset Management, Capital Markets, FactSet

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance

Hamilton College   2006 — 2010
Bachelor of Arts (B.A.), Economics

David Murad David Murad Greater New York City Area Details
David Murad's Rocaton Investment Advisors Experience May 2011 - Present
Job ASA, CFA, CERA, Asset Allocation Research
Industry Financial Services
Experience
Rocaton Investment Advisors   May 2011 - Present
Buck Consultants  July 2008 - May 2011

Skills
Retirement, Asset Allocation, Defined Benefit, Pensions, Enterprise Risk..., Investments, ERISA, Financial Modeling, Employee Benefits

Education
Rice University   2005 — 2008
B.A., Statistics, Psychology

Heidi Ekstrom Heidi Ekstrom Greater New York City Area Details
Heidi Ekstrom's Rocaton Investment Advisors Experience May 2008 - March 2011
Job Commodities Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays  September 2013 - Present
Morgan Stanley Smith Barney  March 2011 - September 2013
Rocaton Investment Advisors   May 2008 - March 2011
Merrill Lynch  January 2008 - May 2008
Putnam Investments  August 2007 - January 2008
New England Patriots  September 2005 - December 2005

Skills
Bloomberg, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Mutual Funds, Capital Markets

Education
Bryant University   2004 — 2008
Bachelor of Science (BS), Finance, Legal Studies, Psychology

Colleen Franke Colleen Franke Greater New York City Area Details
Colleen Franke's Rocaton Investment Advisors Experience January 2012 - May 2013
Job Associate, GWMG Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  May 2013 - Present
Rocaton Investment Advisors   January 2012 - May 2013
Rocaton Investment Advisors   September 2010 - December 2011

Skills
Bloomberg, Excel, Word, Microsoft Office, PowerPoint

Education
University of Notre Dame   2006 — 2010
Bachelors, Finance

Colin Knox Colin Knox Greater New York City Area Details
Colin Knox's Rocaton Investment Advisors Experience July 2013 - December 2013
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi  September 2015 - Present
Berkshire Capital Securities LLC  December 2013 - September 2015
Rocaton Investment Advisors   July 2013 - December 2013
PwC  June 2012 - August 2012
The Durst Organization  June 2011 - August 2011
Bedford Sportsman   April 2009 - September 2010

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Classics, Financial Modeling, Research, Financial Analysis

Education
Union College   2009 — 2013
Bachelor's degree, Economics/Classics

Janis Kane Janis Kane Greater New York City Area Details
Janis Kane's Rocaton Investment Advisors Experience October 2009 - Present
Job CFA, FSA, EA, Asset Allocation Research
Industry Financial Services
Experience
Rocaton Investment Advisors   October 2009 - Present
Mercer  November 2002 - October 2009

Skills
Actuarial Science, Asset Allocation, Asset Management, Defined Benefit, Employee Benefits, Financial Modeling, Investments, Pensions, PowerPoint, Risk Management, Valuation

Education
University of Calgary
BSc, Math/Actuarial Science

Bryan Minogue, CFA Bryan Minogue, CFA Madison, Wisconsin Details
Bryan Minogue, CFA's Rocaton Investment Advisors Experience April 2011 - March 2012
Job Senior Investment Analyst at First Business
Industry Financial Services
Experience
First Business  April 2012 - Present
Rocaton Investment Advisors   April 2011 - March 2012
Goldman Sachs  June 2010 - August 2010

Skills
Investments, Bloomberg, Portfolio Management, Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Alternative Investments, Asset Allocation, Hedge Funds, Due Diligence, Capital Markets, Wealth Management

Education
Providence College   2006 — 2010
Bachelor of Science, Finance

Miller Place High School   2002 — 2006
High School Diploma

Emma Wheat Emma Wheat Greater New York City Area Details
Emma Wheat's Rocaton Investment Advisors Experience March 2015 - Present
Job Consulting Specialist at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors   March 2015 - Present
Rocaton Investment Advisors   March 2013 - March 2015
Rocaton Investment Advisors   September 2011 - March 2013
Warner Music Group  January 2011 - May 2011
Marriott International  February 2010 - June 2010

Skills
Valuation, Asset Management, Bloomberg, Investments, Financial Modeling, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Fixed Income

Education
Fairfield University   2007 — 2011
Finance

Australian Catholic University   2010 — 2010
Finance

Alexander Thalassinos Alexander Thalassinos Greater New York City Area Details
Alexander Thalassinos's Rocaton Investment Advisors Experience July 2015 - August 2015
Job M&A and Development at Surgical Care Affiliates
Industry Financial Services
Experience
Surgical Care Affiliates  August 2015 - Present
Rocaton Investment Advisors   July 2015 - August 2015
The University of Connecticut Foundation  August 2014 - May 2015
Fortress Investment Group  June 2014 - August 2014

Skills
Leadership, Time Management, Critical Thinking, Problem Solving, Microsoft Excel, PowerPoint, Financial Modeling, Argus, Valuation, Microsoft Office, Teamwork, Management, Microsoft Word

Education
The University of Connecticut   2011 — 2015
Bachelor of Science (B.S.), Finance, 3.83 GPA

New Milford High School   2007 — 2011

Steven Prather Steven Prather Riverview, Florida Details
Steven Prather's Rocaton Investment Advisors Experience September 2013 - Present
Job Software Engineer at Rocaton Investment Advisors
Industry Computer Software
Experience
Rocaton Investment Advisors   September 2013 - Present
IBM  2002 - August 2013

Skills
Java, Java Enterprise Edition, DB2, Web Services, Websphere, JBoss Application Server, MySQL, Application Architecture, Web Development, Eclipse, RCP, HTML, CSS, JavaScript, Struts, Hibernate

Education
University of South Florida   1996 — 2000
BS, Chemical Engineering