Roberta Rocas

Roberta Rocas has extensive experience in financial planning and analysis, beginning as a Financial Analyst and progressing to Senior Financial Planner at The Ayco Company LP from November 1999 to February 2003. Following this, Roberta served as Vice President and Private Client Advisor at NBT Bank from February 2003 to January 2016, focusing on investment, gifting, retirement, and estate planning. Roberta also worked as a Financial Planner, managing high net worth client relationships while collaborating with a financial planning team. Currently, Roberta holds the position of Senior Principal at Cerity Partners, as well as Vice President at Graypoint LLC since April 2018, providing investment management and financial planning services to high net worth individuals and non-profit institutions. Roberta holds an MBA from The College of St. Rose and a Bachelor's degree in Finance from the State University of New York.