Joan Rockey - Cfa

Joan Rockey is a seasoned financial executive with extensive experience in wealth management, investment management, and financial consulting. As the Chief Financial Officer at Permanent Capital Partners since October 2023, Joan leads financial strategy and operations. Previously, as a Principal at 633EAST consulting llc, Joan provided expert consulting services in tax, financial, and operational strategy. Joan’s roles have included key positions at The Mather Group, Cerity Partners, and Castleark Management, showcasing a strong track record of managing complex financial structures, executing successful acquisitions, and enhancing operational efficiencies. Joan holds multiple professional designations, including CFA, CPA, CAIA, CMA, and CGMA, and possesses advanced degrees in Accounting and Finance from reputable institutions.