Alberto Cota

Formerly Principal and Chief Operating Officer at Rocaton Investment Advisors, a Goldman Sachs Company

Alberto Cota is a senior operations, technology and program management leader with more than 20 years of experience in business transformation. He specializes in helping institutional investors optimize their end-to-end business flows and operational processes to improve performance and scalability.

Alberto has worked with companies of all sizes, from smaller startups to large global enterprises, collaborating across business functions to implement best practices while developing integrated operating plans with aligned interests. He has a deep rack record of brining existing and new disruptive technologies at small and large organizations in the pension and retirement space.

Alberto was most recently principal and Chief Operating Officer at Rocaton Investment Advisors, a Goldman Sachs Company, where he was responsible for creating an effective operating model for one of top ranked institutional investment consulting practices in the World (with USD $640 billon in client assets) and had direct oversight over the Outsourced Chief Investment Officer (OCIO) business (USD $18 billion.) While at Rocaton, Alberto moved the firm to a cloud-based investment analytics and client reporting architecture by managing a mix of internal and external tech development resources/vendors.

Prior to joining Rocaton, Alberto served as COO of the Merrill Lynch Investment Management Group, where he implemented a streamlined operating model for the team by restructuring the organization and implementing modern technology solutions. In this role, Alberto was also responsible for overseeing investment advice, asset allocation models and portfolio model recommendations to the firm’s clients and the financial advisors that serve them (18,000 Advisors; $600 bill in AUM) as a member of the Investment Committee.

Alberto has also served as Chief Financial and Operations Officer at M. Safra & Co., Head of Global Operations at Bridgewater Associates, and has held senior operational and financial roles at Man Investments, UBS and Citibank.

Alberto holds a Bachelor of Science degree in International Politics from the Georgetown University School of Foreign Service and master’s in business administration from IPADE University in Mexico City, He is a member of the Wharton School Securities Industry Institute. Alberto is fluent in Spanish, Portuguese and French. He also currently serves on the Board of Directors of the New England Dance Theater, Inc., a not-profit organization supporting the arts in Fairfield County, CT.