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Rockingstone Advisors

EST. AUM
$285,789,462

CONTACTS
2

CLIENT ACCOUNTS
232

Firm Details

Metro area Boston
CRD Number 149592
Website rockingstoneadvisors.com
Client types

Overview

Rockingstone Advisors LLC is an investment advisory firm founded in 2009 by Brandt Sakakeeny, a former equity analyst at Deutsche Bank and Salomon Smith Barney. Eric Katzman, CFA, joined the firm in 2016 as Co-Chief Investment Officer. The firm is named after "the rockingstone," a glacial erratic in Larchmont, New York, that remained balanced on its base until it was displaced in the early 20th century due to construction. The name was chosen to reflect principles of stability and adaptability in the firm's investment approach.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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