Rockingstone Advisors LLC was founded in 2009 by Brandt Sakakeeny, a former equity analyst at Deutsche Bank and Salomon Smith Barney. Eric Katzman, CFA, joined the firm in September 2016 as Co-Chief Investment Officer.
The firm is named after "the rockingstone," a 150-ton glacial erratic that was deposited in Larchmont, New York during the last ice age. As the ice and debris receded, the rock was so perfectly balanced that it could rock back and forth on its base without tipping over. In the early 20th century, however, blasting in the area for a new sewer system dislodged the rock from its base and it now sits in the middle of Rockingstone Avenue in Larchmont, NY.
The rock symbolizes strength, solidity and permanence, but its ability to rock for thousands of years reflects flexibility and balance. It is also a global phenomenon, as rocking stones similar to this one exist where glaciers once stood, including England and the European continent.
Partner and Co-Chief Investment Officer
212-430-2240
Brandt Sakakeeny
- Founder, Managing Partner and Co-Chief Investment Officer
- More than 15 years’ experience as an Equity Analyst at two leading investment banks, Salomon Smith Barney and Deutsche Bank, covering IT and Business Services, Transactional Processors, and Information Services Industry
- Served on Deutsche Bank’s North American Equity Research Management Committee and taught Complex Valuation Methodologies to DB’s incoming training class
- Established reputation as a thought-leader on Wall Street with a strong following among institutional investors. Achieved top-three rankings in Institutional Investor and the Greenwich Survey of sell-side analysts
- MBA in Finance from Columbia Business School and a BA in Economics from DePauw University
- Serves on the Wake Forest College Board of Advisors; former member, the Board of Advisors of Lineslip Technologies; former Board Member and Chair of the Audit Committee, SNL Financial.
Partner and Co-Chief Investment Officer
212-430-2240
Eric Katzman, CFA
- Partner and Co-Chief Investment Officer of Rockingstone Advisors since September 1, 2016
- Equity research analyst for Deutsche Bank (2000-2016), covering the food industry including packaged goods and agribusiness processors. Part of the NA Equity Research Management Committee
- From 1996-2000 was a senior research analyst at Merrill Lynch responsible for the food industry. Earlier in career (1990-1996), was an equity analyst covering cosmetics, household products, toys & leisure companies
- Recognized in the Greenwich Survey, the WSJ “Best of the Street” and StarMine. Was an Institutional Investor “All Star” for more than a decade
- MBA in Finance from NYU Stern School of Business and a BA in Economics and Government from Oberlin College as well as a Chartered Financial Analyst (1994)
- On the Board of Trustees of Oberlin College, Former Vice-Chair Oberlin’s Endowment Investment Committee; Berkshire Natural Resource Council Board member and head of Investment Committee; Advisory Board member for Gather Ventures, L.P. and Jove Island Acq. Corp, L.P.