We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Marcia Paltenstein is Chief Operating Officer and Wealth Advisor at Round Table Wealth Management who is responsible for overseeing firm operations including systems integration, the SEC compliance program and the client experience. Additionally, Marcia specializes in working with both domestic and international multi–generational families. Marcia works with some of Round Table’s more complex clients through the implementation and ongoing administration of their wealth preservation strategies. She has over 20 years of experience working with wealthy individuals, their families, and their advisors.
Marcia holds a B.A. in Economics from Cornell University and is also a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Round Table she worked at a large private bank managing the day-to-day needs of families with wealth of greater than $50 million. Marcia spends her non-working time with her family and involved in community activities. Along with her family she is active in fund raising for the Crohn’s and Colitis Foundation, leading a team annually for the Take Steps walk.
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.