Marcia Paltenstein

CFP®

Marcia Paltenstein is a Senior Director, Wealth Advisor at Round Table Wealth Management who specializes in working with both domestic and international multi–generational  families. As the leader of Round Table’s family office services, Marcia guides clients through the implementation and ongoing administration of complex wealth preservation strategies. She has over 20 years of experience working with wealthy individuals, their families, and their advisors.   

Marcia's areas of expertise include:

  • Multi-generational Families
  • International Families

Marcia holds a B.A. in Economics from Cornell University and is also a CERTIFIED FINANCIAL PLANNER™ professional.  Prior to joining Round Table she worked at a large private bank managing the day-to-day needs of families with wealth of greater than $50 million. Marcia spends her non-working time with her family and involved in community activities.