We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
INVESTMENT TEAM MEMBER
Adam Sabban is an Associate, Portfolio Analyst 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.
Adam is a graduate of Rutgers University with a B.A. in Economics and holds the Chartered Financial Analyst® designation. He is an avid tennis player.
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.