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Emma Wheat
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Work Experience
Jan 2017 - Present · 8 years
Principal
Apr 2019 - Present · 5 years and 9 months
Consulting Specialist At Rocaton Investment Advisors
Jan 2019 - Present · 6 years
Director, Consulting
Jan 2017 - Dec 2018 · 1 years and 11 months
Company Details
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.
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services
HQ Location
20 Glover Avenue Norwalk, CT 06850, US
Keywords
DB - Pension Risk ManagementDC Advisory Services - Demographic AnalysisProprietary Outcomes-based ModelingAlternative InvestmentsOCIO - Discretionary ManagementA/L Modeling - Asset AllocatioCMAModel PortfoliosManager Due Diligence
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