We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
Round Table is managed by three partners, with over 75 years of industry experience and has 19 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: