Announcement: New Hires & Promotions


Like many of our colleagues have experienced within the RIA industry, 2021 was a great year in terms of growth.  As a result, Round Table Wealth Management is thrilled to announce the hiring of two new associates and the promotion of two others within the firm to help us continue our growth and more importantly, to serve and support our client’s needs.  We are excited to welcome Regina Carmon, Marketing Director as well as Jessica Chowdhury, Client Service Associate.  In addition, Chris Turso has been promoted to Sr. Associate, Wealth Analyst and Frederic Behrens to Sr. Director, Wealth Advisor.

Welcome and Congratulations!

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By |2021-12-23T20:11:38+00:00December 23rd, 2021|In the News|0 Comments

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Our goal is to preserve capital and enhance wealth by providing comprehensive investment advisory services within the context of establishing and maintaining long-term client relationships. As an independent, fee-only firm, we serve our clients with complete objectivity and manage conflicts of interest effectively.