RogersCasey

One Parklands Drive, Darien, CT 06820

Company Profile

Industry:Financial Services

Site:rogerscasey.com

Description:Premier investment consulting firm serving DB, DC and financial intermediary clients. We offer traditional investment consulting services as well as software solutions. Software solutions help investment consulting automate client reporting and performance analytics.

Specialties:Investment consulting, performance reporting, target-date funds, master manager solutions

Company size:51-200 employees

Summary

The organization Rogerscasey works in Financial Services industry. Rogerscasey is based in CT. For more details, please visit the official website.

Who has worked at RogersCasey

	Position at RogersCasey	Previous job position
Alan Kosan	Managing Director
Bill Camelio	Sr AssociateSince Nov 2010 Analyst/Sr. AnalystNov 2007 - Nov 2010	Prudential FinancialInvestment Specialist Sep 2005 - Aug 2007
Carole Weed	Administrative Assistant
Dave Odonovan	Managing Director
David Stewart	Associate DirectorSince Jul 2008	Delta Air LinesSenior Investment Analyst Jan 2006 - Jun 2008
Dmitriy M. Voronkov, Cfa	Associate DirectorSince Apr 2009 AssociateJun 2008 - Apr 2009	Delta Air LinesSr. Investment Analyst Jan 2006 - Jun 2008
Laura Bevill	Associate Director
Lilly Palmieri	Associate Director, Institutional Consulting ServicesSince Mar 2006	Merrill LynchFinancial Advisor 2002 - 2003
Marc Procek	Managing DirectorSince Jul 1998
Marvin Kuo	Investment AnalystSince Apr 2008	Smith BarneyIntern May 2007 - Aug 2007
Michele Boucher	Research Coordinator
Michele Gorman	Client Support Rep
Purnendu Kagtada	Sr. Software EngineerSince 2000	Genesys InternationalSoftware Engineer 2000 - 2001
Stephen Pola	AnalystSince Mar 2011	Segal RogerscaseyAnalyst Since 2011
Stinceon Dennen	xxx
Stuart Hilger	Director, Marketing and Business Development
William (Larry) Eckman	Managing DirectorSince Feb 1996	SEI InvestmentsSr. Consultant 1992 - 1996

Former Employees

	Position at RogersCasey	Next job position
Adam Farstrup	DirectorJun 1997 - May 2007	SchrodersProduct Manager - Global & International Equities Since Jun 2007
Alexander Rotolo	AnalystJul 2007 - Apr 2009	Entitle Direct Group, Inc.Marketing Manager Since Jun 2010
Allison Haupt	Associate DirectorOct 1995 - Jan 1997	Lord AbbettPartner & Director of Product Management Since Feb 1999
Allyson Pergamo	Associate, Investment Consulting2001 - 2005	Morgan StanleyVice President, Human Resources
Amy Orr	Research AssociateJan 2008 - Jan 2011 Consulting AnalystOct 2006 - Jan 2008	The New SchoolResearch Assistant Since Sep 2011
Andrew Cox	Senior Analyst, Investment ResearchApr 2008 - Apr 2010	ConceptONE LLCRisk Analyst Since Apr 2010
Andrew Marquart	Jr. AnalystOct 2007 - Apr 2010	BMO Private BankFinancial Analyst Since Apr 2010
Andy Hogg	DirectorSince Apr 2008	SegalRogerscaseyVice President Since Feb 2012
Beatrice Boeglin	Executive AssistantOct 1998 - May 2002	RBS CitizensSenior Executive Assistant Since Apr 2013
Beth Delalla	Director, US Equity Research1991 - 2002	Rocaton Investment AdvisorsPartner, US Equity Research
Brendan Nangle	AnalystDec 2007 - Aug 2008	Mercer InvestmentsAssociate Since Jul 2011
Brent Walker	AnalystMar 2006 - Apr 2007	Leinster FinancialInvestment Advisor Representative Since Sep 2012
Carolyn Cross	Associate Director, Beta ResearchJun 2005 - Jul 2010	VanguardMBA Rotational Program, Investment Management Since Jul 2012
Chris Nolen	Investment Consultant/Associate DirectorJun 2010 - Mar 2012	Private Equity FirmConsultant Since Jul 2012
Chris Thompson	Managing DirectorNov 2009 - Feb 2012 DirectorApr 2006 - Nov 2009	Segal RogerscaseySenior Vice President Since Feb 2012
Christopher Devenney	Investment AnalystJun 2007 - Feb 2010	Envestnet \| PrimaInvestment Analyst Since Sep 2012
Christopher Dziubasik	Senior Analyst - U.S. EquitiesSince 2004	COMMONFUND ASSET MANAGEMENT COAssociate Director - Equities Since 2012
Christopher Nolen	Associate DirectorJun 2010 - Mar 2012
Courtney Twardy	Summer AnalystSince Jun 2010 Consulting InternJun 2009 - Sep 2009 Summer AnalystJun 2010 - Aug 2010	RogersCaseySummer Analyst Since Jun 2010
Cynthia Hargadon	Managing Director, Head of Consulting2006 - 2010	North Point AdvisorsPartner and Senior Consultant Since 2010
Dana Sugar	Associate DirectorMay 2008 - Aug 2008
Darron Moodie	Investment AnalystAug 2006 - Jun 2010	CitiRisk Policy Analyst Since Jun 2010
David Bauer	Associate DirectorJul 1997 - Feb 2002	Casey, Quirk & AssociatesFounding Partner Since Feb 2002
David Pappalardo, Caia	Director, Investment Consulting2001 - 2007
Diane Jackson	Marketing AssistantDec 2010 - Aug 2011	Goodwill of Greater Grand RapidsOrganizational Development Intern Since Aug 2013
Diane Smola	Director, Investment ConsultingApr 2011 - Feb 2012 Associate Director, Investment ConsultingApr 2010 - Mar 2011 Director, Investment Consulting1996 - 1998 Associate Director, Consulting1995 - 1996	Aon HewittSenior Investment Consultant Since Jun 2012
Donna Rosequist	Associate Director DirectorSince Nov 1994 Associate DirectorApr 2007 - Apr 2009	RogersCaseyAssociate Director
Drew Demakis	Managing Director, Research1988 - 1998	AllianceBernsteinCIO - Global Diversified Strategies
Elizabeth Coley	Financial Analyst/ Product SpecialistJun 1992 - Jul 1994	Genworth FinancialCredit Analyst, Corporate Credit Research Since Oct 2011
Elizabeth Henderson	Managing DirectorApr 2000 - Feb 2012 DirectorDec 1998 - Apr 2000 Associate DirectorMar 1997 - Dec 1998	U.S. TrustManaging Director, Head of Investment Consulting Since Aug 2012
Fabiola Trivino	SENIOR ANALYSTJan 2008 - Jun 2009	Stamford Hospital - StamfordRADIOLOGIC TECHNOLOGIST Since Jul 2011
Fares Al Taher	Senior Analyst - Implemented Investment SolutionsMay 2007 - Apr 2009	Segal RogerscaseySenior Associate - Implemented Investment Solutions Since Apr 2009
Fares Al-Taher	Senior Analyst - Investment Solutions GroupMay 2007 - Mar 2009	Segal RogerscaseySenior Associate-Investment Solutions Group Since Mar 2009
Fred Williams	InternMay 2007 - Sep 2011	The Conference BoardInternship Since Jun 2013
Gerard Gibney	Temporary Junior Financial AnalystJan 2009 - Feb 2009
Glenn A. Weiner, Cfa	Associate Director, Manager ResearchJun 1998 - Jul 2002	Babson Capital ManagementManaging Director, Consultant Relations Since Sep 2009
Greg Peeke	Director of Fixed Income/Hedge Fund Research1993 - 1999	Skrimshaw Investment Management, LLCCEO Since Jun 2009
Jacob Counter	AssociateMar 2005 - Sep 2007
Jamil Zraikat	Senior Analyst - Investment Metrics2008 - Jun 2010 Senior Analyst - Strategic Research2007 - 2008 Analyst - Strategic Research2007 - 2007 Analyst - Investment Consulting2005 - 2007	Eze Software GroupBusiness Consultant Since Sep 2010
Jennifer Pittman	Investment Consulting Analyst2008 - 2010 Analyst - Investment Consulting2008 - 2010	InterSec ResearchResearch Consultant Since 2010
Jeremy Hitchcock	Technology1998 - 2000	CitigroupIT Business Sr. Analyst, VP Since Jul 2010
Joe O'reilly	Managing Director2000 - 2006	Mutual of AmericaVice President
Joel Hauer	DirectorJan 1993 - Jan 1995
John Flagel	Senior Consultant, Managing DirectorMar 2002 - Mar 2012	Hewitt EnnisKnupp, Inc. an AON CompanyPartner Since Mar 2012
John Nawrocki	Managing Director, Rogerscasey, Inc.Sep 2001 - Oct 2011	Rocaton Investment AdvisorsManaging Director, Investment Solutions Since Aug 2011
Jon Love, Cfa	Investment AssociateJul 2004 - Oct 2007	PepsiCo, Inc.Manager Since Oct 2007
Jonathan Love	AssociateFeb 2007 - Oct 2007 Senior AnalystFeb 2006 - Feb 2007 AnalystJul 2004 - Feb 2006	PepsiCoManager, Pensions Since Feb 2013
Jonathan Osborne	Network Administrator1999 - 2006	Cheil Worldwide Inc.Server Engineer Since Sep 2012
Joseph O'reilly	Managing Director2002 - 2007	Mutual of America Capital ManagementVice President Since Nov 2007
Joyceanne Rainish	Conference DirectorSep 1989 - Feb 2012
Kc Everson	Financial AnalystJun 1994 - Jun 1998	Capital OneProject Manager - Contractor Since May 2010
Kathryn Everson	Financial AnalystJun 1994 - Jun 1998	Capital OneIT Delivery Lead Since May 2010
Ken Gordon	Associate Consultant1983 - 1990	Merrill LynchInvestment Assoc. Since Oct 2003
Kurt Tesh	Associate Director1998 - 2004	Clarity FinancePrincipal Since 2004
Kyle Putnam	InternJul 2008 - May 2009
Linda Galsim	ConsultantJun 2000 - Jul 2001	Allianz Global InvestorsDirector Since Oct 2007
Lisa Florentine	Director Director- Fixed Income Research1998 - 2009	Rocaton Investment AdvisorsFixed Income Specialist Since Jun 2009
Louis Moore	Purchasing/Facilities Coordinator facilities/productionSince 1998	Rogers Caseyfacilities
Marilyn Melgar	Administrative Assistant Reporting to Senior MDJan 1999 - Mar 2008 Administrative AssistantJan 1999 - Mar 2008	BEKIM Administrative ConsultingExecutive Administrative Consultant/Owner Since Jan 2012
Mark Schaeffer	Director, BARRA Strategic ConsultingAug 1998 - Aug 1999	AnalyticaIndependent Marketer Since Jan 2004
Mark Wimer	Associate DirectorJun 1995 - Aug 1998	Strategic Global Advisors, LLCSenior Portfolio Manager Since Jan 2008
Mathew Jensen Cfa	Managing Director1991 - 1999	Wellington ManagementVice President, Associate Partner Since May 1999
Michael Besenyei	Analyst - Investment ConsultingApr 2007 - May 2010	Mercer Investment ConsultingAssociate Since Jun 2011
Michael Poremba	AnalystJun 1997 - Dec 1999	Neuberger BermanInstl Marketing/Consultant Relations Since Jul 2007
Mike Iodice	Senior Analyst/Analyst2001 - 2005	Affinion GroupManager, Finance Strategy & Decision Support Since Sep 2011
Nancy (Deutsch) Moloff	Director, Non-US Equity Research2003 - 2006
Nathan Churchill	International Equity AnalystSep 1998 - May 2000
Nels Fugelsang	Analyst1996 - 1997	Millburn Ridgefield CorporationDirector, Business Development & Portfolio Strategist Since 2001
Nichada Master	Marketing/Finance InternJun 2006 - Sep 2006	Sears Holdings CorporationSenior Leadership Program (SLP) Since Aug 2013
Nichada Saetie	Marketing/Finance InternJun 2006 - Sep 2006	CGI FederalConsultant Since Aug 2007
Nicholas Keyes	Investment Consultant - Analyst1997 - 1999	Shenkman Capital Management, IncPartner, Director of New Business Development Since Dec 2004
Nicholas Skeadas	Investment Consulting Analyst2005 - 2007	NORTHERN TRUSTInvestment Analyst Since 2007
Nina Johnsrud	Associate1996 - 1997
Patrick Mulvey	MD Managing DirectorSep 2007 - Apr 2010	Dynasty Financial PartnersDirector of Investment Platforms Since Jun 2010
Peggy Tsai	Senior AnalystJul 2001 - Dec 2003	Standard & Poor'sData Manager in Data Strategy & Operations Since Jan 2013
Peter Antonic	Associate - Investment ConsultingApr 2007 - Aug 2008 Senior AnalystNov 2004 - Mar 2007	Investment MetricsAssociate - Client Service & Product Development Since Aug 2008
Peter Magrath	Investment Consulting AnalystFeb 2010 - Dec 2011 Institutional Investment Consulting AnalystFeb 2010 - Dec 2011 InternMay 2007 - Dec 2007	Rockit Solutions LLCOperations- Pricing Analyst Since Dec 2011
Rob Philp	AVP - AnalystFeb 1997 - Sep 2003	Perini Management ServicesEstimator Since Jan 2011
Rosa Hernandez	Marketing Assistant - RFP AssistantJun 2008 - Dec 2010	RYASAPExecutive Coordinator, Bridgeport PLTI Since Nov 2012
Rui Huang	AnalystMay 2010 - Aug 2011	PwCExperienced Associate Since Sep 2011
Ryan Lumsden	Associate - Investment ConsultingJun 2010 - Jun 2011 Senior Analyst - Investment ConsultingApr 2009 - Jun 2010 Analyst - Investment ConsultingApr 2007 - Apr 2009
Ryan Manthey	Investment AnalystAug 2010 - Feb 2012	Segal RogerscaseyAssociate Since Jul 2012
Sabrina Bailey	Associate DirectorMar 2005 - Dec 2008	MercerPrincipal, Senior Investment Consultant Since May 2013
Sara Resler	Human Resources InternAug 2008 - Aug 2008	EpsilonHuman Resources Generalist Since Oct 2011
Scott Schwind	Associate DirectorMar 2007 - Dec 2009	Segal RogerscaseySenior Consultant Since Dec 2009
Seth Hannant	AssociateSep 2009 - 2012	Segal RogerscaseySenior Associate Since 2012
Sheila Noonan	Managing Director2001 - 2003	JP Morgan Asset ManagementManaging Director Since Jan 2011
Soon Ha	Investment Consulting2001 - 2005	Peabody EnergyGlobal Energy Since 2011
Srivatsa Kilambi	Associate Director, Capital Markets ResearchSep 2004 - Jan 2011
Stephen Dryer	Senior Analyst, Capital Markets ResearchJun 2007 - Feb 2010	CONCEPTONE, LLC/RISK RESOURCES, LLCManaging Director, Risk Analytics Since Feb 2010
Steve Case	Managing Director2002 - 2007 Managing Director1989 - 1998	Mercer Investment ConsultingPartner Since Sep 2008
Terry Overholser	Chief Operating Officer1993 - 1996	ManagementCentralFounder & CEO Since Dec 1999
Tia Jackson	Associate Director, Investment ConsultingSep 2006 - Apr 2008	MassMutual Financial GroupRegional Director Since Mar 2009
Tim Barron	President and CEO Director of ResearchMay 2002 - Jun 2004 President and CEO2002 - 2011	RogersCaseyPresident and CEO
Tizzy White	senior client service associate1998 - 2010	Investment MetricsAssociate Director, Client Services Since Jun 2010
Tom Szkwarla	Junior AnalystAug 2011 - May 2012	Segal RogerscaseyInvestment Analyst Since May 2012
Ward Harris	Managing Director2007 - 2009	Highland Capital AdvisorsDirector Since 2009