Rocaton Investment Advisors

Rocaton Investment Advisors Employee Directory

Financial ServicesUnited States51-200 Employees

Rocaton, like you, has a passion to deliver performance and excellent service, with a focus on the critical items for success.

Rocaton Investment Advisors is a leading institutional investment consulting firm advising on over $600 billion in assets and providing a comprehensive suite of services to a select group of clients. Our 65 professionals collaborate with our clients across North America from our Norwalk, Connecticut office to provide a truly connected partnership. As a trusted advisor providing advice that goes beyond investments, we assist you in fulfilling your fiduciary duties and provide bespoke solutions for all your investment portfolios and retirement plans.

Rocaton's clients include some of the most prominent investors in the US and span retirement plans, healthcare and insurance companies, endowments, foundations, financial intermediaries, and private wealth investors.  

We research traditional and alternative investments in virtually all public and private asset classes, and our services can be implemented along the continuum from advisory to full outsourced discretionary management.

In a consulting industry filled with conflicts of interest, Rocaton is built on the broad and deep collective knowledge of our professionals, an unwavering  belief in open-architecture and a singular focus on the highest level of fiduciary client service.

Rocaton is registered as an investment adviser with the U.S. Securities and Exchange Commission.  For additional information please see our website www.rocaton.com.

Find Rocaton Investment Advisors employees' phone numbers or email addresses

Rocaton Investment Advisors Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Europe
1

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  • Spain
    1

Rocaton Investment Advisors's Leadership

  • Stylized image of a person
    L. M.
    Chief Compliance Officer
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  • Stylized image of a person
    C. L.
    Partner
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  • Stylized image of a person
    R. P.
    Founder And Partner
    Phone icon
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    M. M.
    Director
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  • Stylized image of a person
    B. B.
    Director
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  • Stylized image of a person
    J. S.
    Director Consulting
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  • Stylized image of a person
    M. K.
    Director, Fixed Income Research
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  • Stylized image of a person
    P. C.
    Principal, Fixed Income Manager Research
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Rocaton Investment Advisors Employee Metrics

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50%
0%
2025
2024
  • Analytics
  • Research
  • Accounting
  • Information Technology
  • Legal
  • Other

Contact profiles from Rocaton Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. L.
    Partner
    Phone icon
    UNITED STATES
    Feb 08, 2023
  • Stylized image of a person
    L. M.
    Chief Compliance Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    R. P.
    Founder And Partner
    Phone icon
    UNITED STATES
    Aug 11, 2023
  • Stylized image of a person
    M. M.
    Director
    Phone icon
    United StatesConnecticut
    Sep 12, 2025
  • Stylized image of a person
    B. B.
    Director
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. S.
    Director Consulting
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. K.
    Director, Fixed Income Research
    Phone icon
  • Stylized image of a person
    P. C.
    Principal, Fixed Income Manager Research
    Phone icon
    United StatesConnecticut
    Oct 21, 2024
  • Stylized image of a person
    R. L.
    Office Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    E. W.
    Principal
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    Oct 19, 2025

Frequently Asked Questions

What is Rocaton Investment Advisors known for?

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Rocaton Investment Advisors was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 20 Glover Avenue, Norwalk, CT 06850, US; you can contact the main corporate office by phone at . Explore Rocaton Investment Advisors's company overview page for more information.

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

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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?

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Rocaton Investment Advisors has approximately 51 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

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

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As of October 2025, Rocaton Investment Advisors's key employees include:

  • Chief Compliance Officer: L. M.
  • Partner: C. L.
  • Founder And Partner: R. P.
  • Director: M. M.
  • Director: B. B.

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