Rocaton Investment Advisors
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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)
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
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
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
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
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.
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
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
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
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
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
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
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.
Rocaton Investment Advisors Director, US Equity ResearchRogersCasey1991 - 2002
Education
Fordham University 1982 — 1986
BS, Finance
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
Rocaton Investment Advisors ConsultantData Resources, Inc.1976 - 1978
Education
University of Minnesota-Twin Cities 1972 — 1976
Math, Economics, Statistics
Section H
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
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
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
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
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
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
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
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
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.
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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