Steven Saunders

CFA®

Steven Saunders is a Director, Portfolio Advisor with Round Table Wealth Management and is a member of our investment team. His responsibilities include manager research, due diligence, client portfolio analysis, and asset allocation evaluation.  

Steven is a graduate of the University of Wisconsin-Milwaukee with a B.S. degree in Finance as well as having completed the Investment Management Certificate Program (IMCP). He holds the Chartered Financial Analyst® designation. Steven enjoys mountain biking and snow boarding.