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
Steve Dardanello is an Associate, Operations Analyst with Round Table Wealth Management and has over 15 years of experience in the financial services industry. Before joining Round Table, Steve spent most of those 15 years as an Assistant Vice President for a major financial institution serving in various sales and trading roles as well as in fixed income operations. In his role at Round Table, Steve provides all aspects of operations including reporting, reconciliation, billing and supporting the client service team.
Steve studied Business Administration and holds a Bachelor of Science from Marist College. In the past, Steve has held Treasurer positions in various organizations including a condominium association as well as Unico National – Westfield Chapter. When not at work, Steve coaches his children’s sports teams and volunteers in the local community.
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.