We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.

All
Partners
Advisory Team
Investment Team
Operations Team
Investment Committee
Aimee M. Adler
Aimee M. AdlerCFP®
Wealth Analyst
Matthew Alschen
Matthew AlschenCFP®
Associate, Wealth Analyst
Frederic Behrens
Frederic BehrensJD, CFP®
Wealth Advisor
Debora Brody
Debora Brody
Controller
Matt Burns
Matt Burns
Office Manager, Executive Assistant
Regina Carmon
Regina Carmon
Marketing Director
Robert Davis
Robert DavisCFA, CAIA
Partner, CIO
Michael B. Fischer
Michael B. FischerCFP®, MST
Wealth Advisor
Mariella Foley
Mariella FoleyCFP®, ADPA®, CDFA®
Partner, Wealth Advisor
Richard B. Freeman
Richard B. FreemanCFP®
Wealth Advisor
Justin M. Giacona
Justin M. GiaconaCPA
Wealth Analyst
Steven J. Giacona
Steven J. GiaconaCPA, MST, TEP
Founder, CEO
Lauren G. Gooding
Lauren G. GoodingCTFA
Wealth Advisor
Bruce A. Hyde
Bruce A. HydeCPA, MST
Partner, Wealth Advisor
Adam Miller
Adam Miller
Client Service Associate
Marcia Paltenstein
Marcia PaltensteinCFP®
COO, Wealth Advisor
Rich Policastro
Rich Policastro
President
Marianne S. Rodriguez
Marianne S. RodriguezCFP®
Wealth Advisor
Anthony Rosetti
Anthony RosettiCFA
Wealth Advisor
Steven P. Saunders
Steven P. SaundersCFA, CAIA
Portfolio Advisor
Theodore D. Schneider
Theodore D. SchneiderCFA
Portfolio Advisor
Eric Thompson
Eric ThompsonCFP®
Wealth Advisor
Christopher Turso
Christopher TursoCFP®
Wealth Analyst
Robert Davis
Robert DavisCFA, CAIA
Partner, CIO
Mariella Foley
Mariella FoleyCFP®, ADPA®, CDFA®
Partner, Wealth Advisor
Steven J. Giacona
Steven J. GiaconaCPA, MST, TEP
Founder, CEO
Bruce A. Hyde
Bruce A. HydeCPA, MST
Partner, Wealth Advisor
Aimee M. Adler
Aimee M. AdlerCFP®
Wealth Analyst
Matthew Alschen
Matthew AlschenCFP®
Associate, Wealth Analyst
Frederic Behrens
Frederic BehrensJD, CFP®
Wealth Advisor
Michael B. Fischer
Michael B. FischerCFP®, MST
Wealth Advisor
Mariella Foley
Mariella FoleyCFP®, ADPA®, CDFA®
Partner, Wealth Advisor
Richard B. Freeman
Richard B. FreemanCFP®
Wealth Advisor
Justin M. Giacona
Justin M. GiaconaCPA
Wealth Analyst
Steven J. Giacona
Steven J. GiaconaCPA, MST, TEP
Founder, CEO
Lauren G. Gooding
Lauren G. GoodingCTFA
Wealth Advisor
Bruce A. Hyde
Bruce A. HydeCPA, MST
Partner, Wealth Advisor
Marcia Paltenstein
Marcia PaltensteinCFP®
Wealth Advisor
Marianne S. Rodriguez
Marianne S. RodriguezCFP®
Wealth Advisor
Anthony Rosetti
Anthony RosettiCFA
Wealth Advisor
Eric Thompson
Eric ThompsonCFP®
Wealth Advisor
Christopher Turso
Christopher TursoCFP®
Wealth Analyst
Robert Davis
Robert DavisCFA, CAIA
Partner, CIO
Steven P. Saunders
Steven P. SaundersCFA, CAIA
Portfolio Advisor
Theodore D. Schneider
Theodore D. SchneiderCFA
Portfolio Advisor
Debora Brody
Debora Brody
Controller
Matt Burns
Matt Burns
Office Manager, Executive Assistant
Adam Miller
Adam Miller
Client Service Associate
Marcia Paltenstein
Marcia PaltensteinCFP®
COO, Wealth Advisor
Robert Davis
Robert DavisCFA, CAIA
Partner, CIO
Mariella Foley
Mariella FoleyCFP®, ADPA®, CDFA®
Partner, Wealth Advisor
Richard B. Freeman
Richard B. FreemanCFP®
Wealth Advisor
Steven J. Giacona
Steven J. GiaconaCPA, MST, TEP
Founder, CEO
Bruce A. Hyde
Bruce A. HydeCPA, MST
Partner, Wealth Advisor
Anthony Rosetti
Anthony RosettiCFA
Wealth Advisor
Steven P. Saunders
Steven P. SaundersCFA, CAIA
Portfolio Advisor

Our People

Round Table is managed by four partners, with over 100 years of industry experience and has 23 total staff, including a dedicated investment team.

With 26 advanced degrees and professional designations, the Company fosters an environment of continued professional development.

Employees are also members of numerous professional societies and organizations, including the CFA Institute, The Society of Trust and Estate Practitioners, and The Financial Planning Association.

The Round Table team includes individuals with the following credentials:

CFP

CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.

Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which specializes in fiduciary and trust activities, financial planning, tax law and planning and investment management.

A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.

Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who meet education and experience requirements and pass an exam.

A Master of Business Administration (MBA) is a graduate degree earned at a university that provides theoretical and practical training to help graduates gain a better understanding of general business management functions. The MBA degree can have a general focus or a specific focus in fields such as accounting, finance, or marketing.

A Master of Science in Taxation (MST) is a highly specialized form of a graduate accounting degree that strives to build a solid core of knowledge in the complexities of tax law.

Chartered Alternative Investment Analyst (CAIA) is a professional designation granted by the Chartered Alternative Investment Analyst Association to candidates who have completed Level I and Level II examinations. The Chartered Alternative Investment Analyst Association has established the designation of CAIA to certify that the holders have met the association’s educational standard for specialists in the area of alternative investments. The alternative investments that a Chartered Alternative Investment Analyst is trained to assess include hedge funds, venture capital, private equity, funds of funds, derivatives and real estate investments.

A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution and short- and long-term financial planning to achieve equitable divorce settlements.

The Investment Management Certificate Program (IMCP) is a 21-month training program in investment finance offered by the University of Wisconsin – Milwaukee. Students in the IMCP carry out various duties of a financial analyst, performance and risk manager, financial planner, and portfolio manager- all while managing a real money portfolio. CFA recognized The IMCP is part of the prestigious Charted Financial Analyst (CFA) Institute University Affiliation Program.

Individuals who hold the ADPA® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

The Trust and Estate Practitioner (TEP) designation is given to full members of STEP (Society of Trust & Estate Practitioners) which is an international professional association. Membership is by examination and members have specialist knowledge and experience in relation to inheritance and succession planning.

Juris Doctor is the highest education available in the legal profession in the United States.