Rocaton Investment Advisors

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Rocaton was founded in April 2002 by a team of experienced investment professionals who had all previously worked together at another investment consulting firm. From day one, Rocaton's primary focus has been to provide proactive, objective investment consulting and advisory services to institutional investors.

Industry Role:

InvestorAllocator

Investor Type:

Consultant

Investment Interests:

HedgeFund

PrivateEquity

Office Locations

#	Location	Address
1.	Norwalk, CT, US	20 Glover Ave, Norwalk, CT 06850, USA
2.	Norwalk, CT, US	601 Merritt 7, Norwalk, CT 06851, USA

Executives and Employees

#	Contact Info	Location
1.	Adam Wheat Partner, Consulting Adam Wheat, Principal, works directly with institutional investors including defined benefit and defined contribution plan sponsors on a wide range of investment issues. Adam is also actively invol... View Profile	Norwalk, CT, US
2.	Alberto Cota Principal Alberto Cota, Principal and Chief Operating Officer, is responsible for ensuring Rocaton operates as effectively as possible. Prior to joining Rocaton, Alberto served as COO of the Merrill Lynch ... View Profile	Norwalk, CT, US
3.	Alison Lonstein Principal Alison Lonstein, Principal, works directly with institutional investors on a wide range of investment issues, including asset allocation, investment structure design and investment manager select... View Profile	Norwalk, CT, US
4.	Andrea McGee Director - Alternative Investments Andrea McGee,Principal, joined Rocaton in 2014. Andrea is responsible for sourcing, evaluating and completing due diligence on alternative investments. Prior to joining Rocaton, Andrea worked as a... View Profile	Norwalk, CT, US
5.	Apurva Schwartz Principal Apurva Schwartz, Principal, joined Rocaton in 2015. She focuses on investment manager research and due diligence on equity-related strategies. Before joining Rocaton, Apurva spent eight years in ... View Profile	Norwalk, CT, US
6.	Christopher Lyon Partner Christopher Lyon, Principal. In addition to serving as a senior consultant on a variety of client relationships, Chris leads Rocaton’s defined contribution initiatives. Chris is currently a member ... View Profile	Norwalk, CT, US