What departments does Rocaton Investment Advisors have?

Rocaton Investment Advisors has employees across 3 departments including Legal, Research, Administrative.

What is the largest department at Rocaton Investment Advisors?

The largest department at Rocaton Investment Advisors is Legal with 1 employees.

Where are Rocaton Investment Advisors employees located globally?

Rocaton Investment Advisors has employees across 2 continents and 2 countries including Spain, United States Of America.

How has Rocaton Investment Advisors's team size changed over time?

Rocaton Investment Advisors's team has decreased from approximately 35 to 3 employees based on available data.

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Rocaton Investment Advisors Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Rocaton Investment Advisors is an institutional investment consulting firm based in Norwalk, Connecticut, serving clients across North America. It offers a range of services from investment advisory guidance to fully outsourced discretionary management, designed to help clients fulfill their fiduciary duties with bespoke solutions. The firm conducts research across traditional and alternative asset classes to inform portfolio decisions and retirement plan considerations for assets totaling over $600 billion. Its client base includes retirement plans, healthcare and insurance companies, endowments, foundations, financial intermediaries, and private wealth investors. Operating in the financial services sector, Rocaton emphasizes open-architecture and fiduciary client service and is registered as an investment adviser with the U.S. Securities and Exchange Commission.

Rocaton Investment Advisors Global Highlights

North America
23

United States Of America
23

Europe
1

Spain
1

Rocaton Investment Advisors's Leadership

L. M.
Chief Compliance Officer
Mobile Phone
Email
B. B.
Director
Mobile Phone
Email
J. S.
Director Consulting
Mobile Phone
Email
M. K.
Director, Fixed Income Research
Mobile Phone
Email
R. L.
Office Manager
Mobile Phone
Email

Rocaton Investment Advisors Employee Metrics

100%

50%

2026

2025

Analytics
Research
Accounting
Information Technology
Legal
Other
Banking
Administrative
Arts & Design

Contact profiles from Rocaton Investment Advisors

Name

Title

Contact Info

Location

Last Update

L. M.
Chief Compliance Officer
Mobile Phone
Email
Oct 16, 2024
B. B.
Director
Mobile Phone
Email
Oct 16, 2024
J. S.
Director Consulting
Mobile Phone
Email
Oct 22, 2024
M. K.
Director, Fixed Income Research
Mobile Phone
Email
R. L.
Office Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Rocaton Investment Advisors known for?

Rocaton Investment Advisors was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-203-621-****

. Explore Rocaton Investment Advisors's company overview page for more information.

What is Rocaton Investment Advisors's most common email format?

Rocaton Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rocaton Investment Advisors email formats with LeadIQ.

How many employees does Rocaton Investment Advisors have currently?

Rocaton Investment Advisors has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Rocaton Investment Advisors's key employees and leadership?

As of July 2026, Rocaton Investment Advisors's key employees include:

Chief Compliance Officer: L. M.
Director: B. B.
Director Consulting: J. S.
Director, Fixed Income Research: M. K.
Office Manager: R. L.

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Rocaton Investment Advisors Employee Directory

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