Those former BRC staffers, led by managing partner Robin Pellish, will provide institutional investors with a range of services, including asset allocation, manager search and selection, and performance analysis.
The former BRC employees left the company after it was taken over by Capital Resource Advisors in late March (see Former BRC Staffers Form New Firm, BARRA RogersCasey Execs Depart In Wake of Acquisition ).
“We have a team of highly experienced research and consulting professionals with valuable expertise in US and international equities, fixed income, and private equity manager research,” said Pellish. “This group has worked together for a long time and represents a wealth of intellectual capital.”
Joining Pellish as founders and partners of Rocaton are Anne Buehl, Christopher Cesare, Elizabeth DeLalla, Roger Fenningdorf, Carla Haugen, Tim Jackson, David Katz, Christopher Lyon, Julie Moore, David Morton, Danielle Muller, Joseph Nankof, Barry Thomas, Adam Wheat, and Meriam Zandi.
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