We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
OPERATIONS TEAM MEMBER
Debora Brody is the Controller at Round Table Wealth Management. She manages the Accounting and Financial Reporting needs of the firm.
Debora brings more than 19 years of experience as a Certified ProAdvisor of QuickBooks and has provided advisory and bookkeeping services to more than 100 clients over that time span.
Debora is a graduate of Kean University. She holds a Bachelor’s degree in Accounting as well as two Master’s degrees, an MS in Management Systems Analysis and an MS in Accounting. Debora enjoys travelling as well as being in the company of her four adult children and friends. She has also donated her time and expertise to the community as a PTA leader and is currently an elected member of her local Board of Education.