About Steven Giacona

Steven Giacona is a Partner and the Chief Executive Officer of Round Table Wealth Management. Read Steven's Biography >

Coronavirus: Current State of Financial Markets

Below please find a message from Round Table Wealth Management founder and CEO, Steven Giacona, offering our perspective on the current state of financial markets and how we aim to navigate market volatility for our clients. This information should [...]

By |2020-03-17T17:41:32+00:00March 17th, 2020|Podcasts|Comments Off on Coronavirus: Current State of Financial Markets

Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs

Steven Giacona, Partner & CEO of Round Table Wealth Management, was recently quoted in an Investment News article titled: "Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs".  He offered his insights on the acquisition and how it could benefit the TD [...]

By |2019-07-15T21:43:44+00:00November 3rd, 2016|In the News|Comments Off on Scottrade Acquisition Could be a Boon to TD Ameritrade RIAs

Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows

Steven Giacona, Partner & CEO of Round Table Wealth Management, was recently quoted in an Investment News article titled: "Financial-advice firms see record 2015 earnings yet slowest growth since the crisis, study shows". “Compliance costs are a big deal to the industry,” [...]

By |2019-07-15T22:10:19+00:00September 16th, 2016|In the News|Comments Off on Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows

The Producers

The bright lights of Broadway have been turning the heads of a growing number of high-net-worth individuals (HNWIs) over the past few years.  But with only one in five productions breaking even on the big stage, how can investors [...]

By |2018-10-09T20:39:15+00:00April 25th, 2016|In the News|Comments Off on The Producers

Round Table Identifies Trio of Growth Prospects

Steven Giacona, CPA and Managing Member of Round Table Wealth Management, was featured in a Private Asset Management article, titled - "Round Table Identifies Trio of Growth Prospects". This article introduces Round Table's top M&A prospect locations and [...]

By |2019-07-15T15:34:37+00:00March 1st, 2016|In the News|Comments Off on Round Table Identifies Trio of Growth Prospects

Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows

In The Wall Street Journal article, titled "Voices: Serving International Clients Is a Growing Market", Steven Giacona, Partner & CEO of Round Table Wealth Management, addresses the benefits and new opportunities that open up when non-U.S. citizens seek out [...]

By |2019-07-15T22:10:34+00:00December 15th, 2015|In the News|Comments Off on Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows