Joan Rockey

Joan Rockey is Chief Financial Officer for The Mather Group, a national wealth management firm. Joan has more than twenty-six years of experience in the financial services industry. Joan began her career as a Management Consultant in the Reorganization & Restructuring Financial Advisory Group at Ernst & Young LLP. After Ernst &Young, she served as the CFO, COO, and Event-Driven Portfolio Manager for Option Opportunities Co., a Chicago area broker-dealer/proprietary trading firm. Joan was also the Founder and CEO of Hadelrock Capital Management LLC, a Chicago area Hedge Fund specializing in event-driven and special situations strategies, CFO, and Partner of CastleArk Management LLC, a Chicago area RIA/Family Office and CFO and Partner of Cerity Partners, a national wealth management firm.

She received her Bachelor of Accounting from the University of Illinois Urbana-Champaign and Master of Finance and Master of Taxation from DePaul University in Chicago. Joan is actively involved in numerous university and civic organizations, including The Chicago Club and The Economic Club of Chicago. She participates on the boards for the University of Illinois Urbana-Champaign Gies Business Alumni Association, Chicago Finance Exchange, and the DePaul University Department of Finance Arditti Center for Risk Management. Joan is the Executive Advisor for the Metropolitan Planning Council and serves on the Investment Committee for The Cradle Foundation. She is a past Chairman of the CFA Society of Chicago and a past President of the Chartered Alternative Investment Analyst Association, Chicago Chapter.