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
Steven Saunders is a Director, Portfolio Advisor with Round Table Wealth Management. He is a member of our investment team and a member of the firm’s Investment Committee. His responsibilities include manager research, due diligence, client portfolio analysis, and asset allocation evaluation.
Steven is a graduate of the University of Wisconsin-Milwaukee with a B.S. degree in Finance as well as having completed the Investment Management Certificate Program (IMCP). He holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Steven enjoys exploring the outdoors through camping and mountain biking.
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.
Chartered Alternative Investment Analyst (CAIA) is a professional designation granted by the Chartered Alternative Investment Analyst Association to candidates who have completed Level I and Level II examinations. The Chartered Alternative Investment Analyst Association has established the designation of CAIA to certify that the holders have met the association’s educational standard for specialists in the area of alternative investments. The alternative investments that a Chartered Alternative Investment Analyst is trained to assess include hedge funds, venture capital, private equity, funds of funds, derivatives and real estate investments.