About Steven Giacona

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

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