NORWALK, Conn.--(BUSINESS WIRE)--Rocaton Investment Advisors, LLC (Rocaton), a full-service investment advisory consulting firm based in Norwalk, CT, today announced that industry veteran Diane Improta has joined its Defined Contribution Leadership Team as Managing Director, Defined Contribution Consulting. In her new role, Improta joins Rocaton’s current DC Leadership Team of Chris Lyon, Partner and Head of Defined Contribution, and Jeri Savage, Managing Director, Defined Contribution Research.
Improta was most recently a Partner at Hewitt EnnisKnupp, where she was the 403(b) Client Practice Leader and a member of the Defined Contribution Leadership Team. She worked there from 1998 through June 2014. Prior to that, she served as a consultant at both Segal Advisors and Evaluation Associates.
In commenting on the announcement, Lyon said, “Diane’s reputation and knowledge of the 403(b) market, combined with her broader experience across plan types, make her an excellent complement to our team. We are particularly excited about the additional perspective she will bring to our current and future Defined Contribution clients.”
“I am excited to be joining the Rocaton team,” Improta said. “I have been impressed by the reputation the firm has achieved as both an industry and DC thought leader, as well as its willingness to embrace new ideas in this important space.”
Rocaton currently advises on over $400 billion in assets, with Defined Contribution plans representing approximately $150 billion of that total. Approximately 60% of Rocaton’s client relationships include Defined Contribution services.
About Rocaton Investment Advisors, LLC
Headquartered in Norwalk, CT, Rocaton offers investment advisory services to institutional investors, including Defined Benefit and Defined Contribution plan sponsors, healthcare and insurance companies, financial intermediaries, endowments and foundations, and private wealth clients.
The firm is 100% employee owned and its research and consulting partners currently average 23 years of industry experience and have worked together, on average, for over 16 years. Rocaton employees have prior experience as portfolio managers, plan sponsors, treasury professionals, actuaries and other related financial positions. The firm has over $400 billion in assets under advisement. For more information, please visit http://www.rocaton.com.
